证券记录 · 已归档季度
BALI
名称等待档案录入
30被追踪持有人
+5Δ持有人
14.22M持有股份
$437.59M报告持仓市值
+8新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 +29.1% ·
净新建仓位 +16.7%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.29M | +32.2% | $70.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.07M | +15.2% | $63.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 1.86M | +10.2% | $57.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.83M | +9.1% | $56.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.21M | +66.2% | $37.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 920.85K | +65.1% | $28.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 884.24K | +219.8% | $27.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 639.19K | +9.1% | $19.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 484.38K | +26.2% | $14.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 451.58K | +46.9% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 341.82K | +8.2% | $10.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 308.31K | +6.2% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Assetmark, Inc | 272.78K | +1.2% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 156.24K | +2.8% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS AM, a distinct business unit of… | 105.45K | 新增 | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 102.63K | -2.8% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 91.81K | +197.7% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 46.68K | 新增 | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 46.14K | 0.0% | $1.42M | 0.0% | Held | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 28.01K | +0.6% | $863,111 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 17.16K | 新增 | $528,576 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mariner, LLC | 15.62K | 新增 | $481,406 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 13.34K | 0.0% | $411,074 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 12.69K | 新增 | $390,825 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 4.07K | 新增 | $125,305 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 1.72K | 新增 | $52,979 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 446 | +12.6% | $14,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 150 | +42.9% | $4,622 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 121 | +72.9% | $3,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 103 | 新增 | $3,100 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| UBS AM, a distinct business… | $3.25M | 0.0% |
| Cerity Partners LLC | $1.44M | 0.0% |
| Citadel Advisors | $528,576 | 0.0% |
| Mariner, LLC | $481,406 | 0.0% |
| Raymond James Financial Inc | $390,825 | 0.0% |
| Fifth Third Bancorp | $125,305 | 0.0% |
| Bank Of Montreal /Can/ | $52,979 | 0.0% |
| Jones Financial Companies Lllp | $3,100 | 0.0% |
已清仓
| Jane Street Group, Llc | $244,570 | 曾为 0.0% |
| Truist Financial Corp | $202,277 | 曾为 0.0% |
| Rockefeller Capital… | $22,366 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 140 持有人, 20.14M 股份, $618.19M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据