证券记录
BALT
名称等待档案录入
19被追踪持有人
0Δ持有人
13.56M持有股份
$464.78M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +21.7% · 净新建仓位 -5.3% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.76M | +8.5% | $94.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 2.71M | +10.1% | $92.98M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 2.39M | +192.6% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.94M | -0.2% | $66.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.77M | +11.2% | $60.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 1.24M | +30.9% | $42.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 189.25K | -28.8% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 183.63K | +15.3% | $6.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 157.66K | +5.3% | $5.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 100.46K | +94.0% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 42.96K | +19.4% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 36.67K | +76.3% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 18.16K | +5.8% | $622,463 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 14 | Quantinno Capital Management LP | 12.17K | 新增 | $417,100 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 4.70K | +23.7% | $161,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 3.75K | -30.4% | $128,547 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | UBS Group AG | 1.50K | 新增 | $51,405 | 0.0% | New | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 532 | -15.7% | $18,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 194 | 新增 | $7,000 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Quantinno Capital Management… | $417,100 | 0.0% |
| UBS Group AG | $51,405 | 0.0% |
| Royal Bank Of Canada | $7,000 | 0.0% |
已清仓
| Susquehanna International… | $3.20M | 曾为 0.0% |
| HighTower Advisors, LLC | $1.57M | 曾为 0.0% |
| Goldman Sachs Group | $1.24M | 曾为 0.0% |
| Northwestern Mutual Wealth… | $13,888 | 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): 275 持有人, 44.60M 股份, $1.47B 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据