证券记录 · 已归档季度
BAR
名称等待档案录入
41被追踪持有人
+4Δ持有人
7.53M持有股份
$347.00M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.8% ·
股份流向 -2.0% ·
净新建仓位 +9.8%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.87K | $360,314 | n/a | −1 |
| Q2 2026 | 36 | -3 | 7.50M | $296.45M | +2 | −6 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | n/a | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | n/a |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | n/a | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | n/a | n/a |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | n/a |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | n/a | −1 |
| Q2 2024 | 2 | n/a | 91.52K | $2.10M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.52M | -2.7% | $116.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 655.12K | +25.9% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 630.23K | -8.5% | $29.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 459.65K | -0.9% | $21.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 301.48K | -2.1% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 277.22K | -5.1% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 231.38K | -14.9% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 166.96K | -16.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 140.64K | -0.1% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 104.03K | +3.0% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 79.44K | -12.4% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 76.59K | -5.1% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | HighTower Advisors, LLC | 59.16K | -14.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Citadel Advisors ✦ | 38.78K | 新增 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 30.52K | +7786.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 27.51K | +240.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 26.40K | -73.8% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 21.41K | +8.7% | $987,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 19.27K | +19.9% | $888,925 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 16.86K | +48.0% | $777,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 16.78K | -50.8% | $773,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 13.79K | +22.9% | $636,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | IMC-Chicago, LLC | 8.93K | 新增 | $412,079 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 8.71K | -2.5% | $401,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 8.63K | +5.9% | $397,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 8.64K | +8.1% | $397,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 7.41K | 新增 | $341,719 | 0.0% | New | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 7.06K | -24.5% | $325,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Tudor Investment Corp Et Al | 5.31K | 新增 | $245,089 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.09K | -21.8% | $142,496 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 481 | +11.1% | $22,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 344 | +64.6% | $15,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 230 | 0.0% | $10,608 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 75 | -94.4% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 62 | 新增 | $2,860 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,615 | 0.0% | Held | 2 | 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
| Citadel Advisors | $1.79M | 0.0% |
| IMC-Chicago, LLC | $412,079 | 0.0% |
| Fifth Third Bancorp | $341,719 | 0.0% |
| Tudor Investment Corp Et Al | $245,089 | 0.0% |
| BlackRock | $2,860 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $2,889 | 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): 174 持有人, 15.73M 股份, $717.43M 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