证券记录
BILZ
名称等待档案录入
21被追踪持有人
+1Δ持有人
1.86M持有股份
$187.98M报告持仓市值
+5新建仓位
−4清仓
动量输入(同类管理人):
持有人广度 +5.0% ·
股份流向 -25.4% ·
净新建仓位 +4.8%
— 公式
持股分散化 — 持有人增多,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 Q2 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 | 21 | +1 | 1.86M | $187.98M | +5 | −4 |
| Q1 2026 | 21 | +5 | 2.50M | $252.10M | +6 | −1 |
| Q4 2025 | 16 | -2 | 2.28M | $229.46M | — | −2 |
| Q3 2025 | 4 | +1 | 244.09K | $24.70M | +1 | — |
| Q1 2025 | 2 | +1 | 251.75K | $25.48M | +1 | — |
| Q4 2024 | 1 | 0 | 9.39K | $946,901 | — | — |
| Q3 2024 | 1 | 0 | 20.64K | $2.09M | — | — |
| Q2 2024 | 1 | — | 10.94K | $1.11M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 472.40K | -10.2% | $47.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Allianz Asset Management GmbH | 405.58K | -56.1% | $40.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 318.74K | +1.0% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 229.98K | -40.6% | $23.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 112.86K | +4.0% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 112.86K | +4.0% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 102.56K | +244.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 102.56K | +244.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Hrt Financial Lp | 64.46K | 新增 | $6.50M | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 32.12K | -66.5% | $3.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 31.10K | -4.4% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Sei Investments Co | 25.25K | +71.0% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 19.10K | +42.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 18.01K | +18.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 18.01K | +18.8% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 14.82K | 新增 | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 9.75K | -41.9% | $983,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 4.38K | -3.6% | $441,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 4.38K | -3.6% | $441,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 741 | 新增 | $74,789 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 395 | 0.0% | $39,867 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 71 | 0.0% | $7,166 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 61 | 新增 | $6,157 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 51 | 0.0% | $5,147 | 0.0% | Held | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 46 | 新增 | $4,642 | 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
| Hrt Financial Lp | $6.50M | 0.0% |
| Envestnet Asset Management Inc | $1.50M | 0.0% |
| UBS Group AG | $74,789 | 0.0% |
| Northwestern Mutual Wealth… | $6,157 | 0.0% |
| JPMorgan Chase | $4,642 | 0.0% |
已清仓
| Jane Street Group, Llc | $796,552 | 曾为 0.0% |
| Brown Advisory Inc | $346,327 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $45,638 | 曾为 0.0% |
| Us Bancorp \De\ | $1,212 | 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): 113 持有人, 7.41M 股份, $728.64M 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