证券记录 · 已归档季度
BKAG
名称等待档案录入
22被追踪持有人
0Δ持有人
9.15M持有股份
$386.33M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +30.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.34K | $333,822 | +1 | n/a |
| Q2 2026 | 22 | 0 | 10.38M | $435.61M | +1 | −1 |
| Q1 2026 | 22 | 0 | 9.15M | $386.33M | +2 | −2 |
| Q4 2025 | 22 | +1 | 6.18M | $262.05M | +2 | −1 |
| Q3 2025 | 4 | +1 | 206.00K | $8.78M | +1 | n/a |
| Q2 2025 | 2 | 0 | 70.85K | $2.99M | n/a | n/a |
| Q1 2025 | 1 | 0 | 115.34K | $4.86M | n/a | n/a |
| Q4 2024 | 1 | 0 | 579.23K | $23.88M | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $733,809 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.59K | $1.10M | 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 New York Mellon Corp | 5.28M | +88.2% | $222.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | Bank Of America Corp /De/ | 2.38M | -0.9% | $100.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 471.82K | +172097.1% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 233.87K | +26.9% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 178.07K | +3.6% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 128.60K | -3.6% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 122.90K | +171.9% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 101.94K | +35.9% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 77.53K | -3.8% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.21K | +29.4% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 29.32K | -69.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 27.97K | -67.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 17.83K | +1787.0% | $749,301 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 12.48K | +4.6% | $526,820 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 9.75K | -1.9% | $411,543 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Captrust Financial Advisors | 7.18K | +0.9% | $303,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 6.08K | 新增 | $256,376 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 5.29K | -8.3% | $223,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 4.20K | +45.4% | $177,391 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | UBS Group AG | 3.49K | -47.5% | $147,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 2.50K | 新增 | $104,642 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.79K | +18.2% | $75,749 | 0.0% | ▲ Add | 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
| Mercer Global Advisors Inc… | $256,376 | 0.0% |
| Jones Financial Companies Lllp | $104,642 | 0.0% |
已清仓
| Fisher Asset Management | $846,854 | 曾为 0.0% |
| Assetmark, Inc | $6,697 | 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): 88 持有人, 43.79M 股份, $1.81B 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