证券记录
BDJ
名称等待档案录入
40被追踪持有人
-1Δ持有人
20.29M持有股份
$194.15M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -2.4% ·
股份流向 +2.2% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 4.47M | +7.7% | $42.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.38M | +0.3% | $32.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 2.33M | +24.8% | $22.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 2.31M | -7.7% | $22.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.91M | +9.0% | $18.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 1.11M | -3.2% | $10.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 801.25K | -8.3% | $7.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | UBS Group AG | 646.12K | -12.0% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 560.32K | -2.2% | $5.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 547.13K | +7.2% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 346.19K | -18.4% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Baird Financial Group, Inc. | 276.05K | -0.1% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 249.49K | -3.5% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Cetera Investment Advisers | 249.14K | +6.5% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Allspring Global Investments… | 185.68K | 0.0% | $1.78M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 156.67K | -6.4% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 100.25K | 0.0% | $959,362 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 73.08K | +1.4% | $706,643 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 56.39K | +13.4% | $539,634 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 45.80K | -17.8% | $438,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.37K | -30.6% | $415,013 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Envestnet Asset Management Inc | 42.10K | +19.1% | $402,880 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 40.72K | -39.9% | $389,655 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 39.89K | 0.0% | $381,776 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 37.69K | +113.0% | $360,703 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Brown Advisory Inc | 36.57K | 0.0% | $349,937 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mariner, LLC | 33.95K | 0.0% | $324,922 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 31.36K | -13.4% | $300,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Creative Planning | 29.44K | -1.1% | $281,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 26.30K | +40.9% | $251,709 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northern Trust Corp | 24.23K | -4.2% | $231,901 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Captrust Financial Advisors | 20.65K | -40.8% | $197,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 19.11K | -7.8% | $182,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 16.12K | 0.0% | $154,234 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | BlackRock ✦ (被动) | 14.00K | 0.0% | $133,980 | 0.0% | Held | 5 | SEC ↗ |
| 36 | Corient Private Wealth LP | 12.23K | 0.0% | $117,089 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 6.37K | 新增 | $60,916 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 65 | 0.0% | $621 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Assetmark, Inc | 46 | 0.0% | $440 | 0.0% | Held | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2 | 0.0% | $19 | 0.0% | Held | 3 | 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
| Northwestern Mutual Wealth… | $60,916 | 0.0% |
已清仓
| HighTower Advisors, LLC | $346,818 | 曾为 0.0% |
| Goldman Sachs Group | $159,617 | 曾为 0.0% |
| Millennium Management | $103,742 | 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): 215 持有人, 30.67M 股份, $255.89M 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