证券记录 · 已归档季度
BFEB
名称等待档案录入
15被追踪持有人
0Δ持有人
858.81K持有股份
$40.97M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +29.9% · 净新建仓位 0.0% — 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +2 | 900.24K | $47.39M | +4 | −2 |
| Q1 2026 | 15 | 0 | 858.81K | $40.97M | +3 | −3 |
| Q4 2025 | 15 | -1 | 661.28K | $32.18M | — | −1 |
| Q3 2025 | 3 | 0 | 49.87K | $2.36M | — | — |
| Q2 2025 | 2 | +2 | 12.90K | $575,896 | +2 | — |
| Q4 2024 | 1 | 0 | 4.90K | $210,961 | — | — |
| Q3 2024 | 1 | +1 | 26.11K | $1.10M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 165.59K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 165.59K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 133.40K | +151.0% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 133.40K | +151.0% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 114.65K | +219.6% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 86.79K | +22.8% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 76.46K | +1.0% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 69.74K | +48.7% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 69.74K | +48.7% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 62.06K | +2.0% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 47.68K | +55.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 45.58K | -12.9% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Blair William & Co/Il | 18.64K | +0.1% | $889,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 16.70K | 新增 | $796,623 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 10.47K | 新增 | $499,491 | 0.0% | New | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 5.86K | -32.0% | $279,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 4.50K | 0.0% | $214,517 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Fifth Third Bancorp | 690 | 新增 | $32,915 | 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
| Lido Advisors, LLC | $796,623 | 0.0% |
| Citadel Advisors | $499,491 | 0.0% |
| Fifth Third Bancorp | $32,915 | 0.0% |
已清仓
| JPMorgan Chase | $608,799 | 曾为 0.0% |
| Barclays Plc | $12,020 | 曾为 0.0% |
| UBS Group AG | $4,721 | 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): 98 持有人, 3.43M 股份, $141.73M 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: Q1 2026 ·
方法论 ·
通过API获取此数据