证券记录 · 已归档季度
BBLU
名称等待档案录入
17被追踪持有人
+2Δ持有人
4.74M持有股份
$70.00M报告持仓市值
+2新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +13.3% ·
股份流向 +17.0% ·
净新建仓位 +11.8%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 100 | $1,711 | n/a | n/a |
| Q2 2026 | 17 | 0 | 5.29M | $87.34M | +1 | −1 |
| Q1 2026 | 17 | +2 | 4.74M | $70.00M | +2 | n/a |
| Q4 2025 | 15 | 0 | 4.05M | $61.86M | n/a | n/a |
| Q3 2025 | 3 | -1 | 96.30K | $1.45M | n/a | −1 |
| Q2 2025 | 2 | 0 | 40.79K | $561,022 | +1 | −1 |
| Q1 2025 | 1 | 0 | 11.02K | $140,738 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.82K | $284,764 | n/a | n/a |
| Q3 2024 | 1 | +1 | 11.69K | $148,542 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.50M | +25.2% | $22.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.08M | +7.3% | $15.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 636.72K | +16.4% | $9.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 566.36K | +33.3% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 314.66K | +6.9% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 184.64K | +10.6% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 168.37K | +7.0% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 166.02K | +22.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 49.07K | +20.0% | $706,629 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 45.32K | -1.8% | $668,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 19.45K | 0.0% | $287,052 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 8.04K | -50.8% | $118,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 4.18K | +89.8% | $61,667 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | UBS Group AG | 1.58K | 新增 | $23,350 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS AM, a distinct business unit of… | 1.58K | 新增 | $23,350 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 100 | 0.0% | $1,476 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $11 | 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
| UBS Group AG | $23,350 | 0.0% |
| UBS AM, a distinct business… | $23,350 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 67 持有人, 9.17M 股份, $126.10M 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