证券记录
BKGI
名称等待档案录入
29被追踪持有人
+4Δ持有人
14.41M持有股份
$647.85M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +16.0% ·
股份流向 +30.0% ·
净新建仓位 +13.8%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 29 | +4 | 14.41M | $647.85M | +6 | −2 |
| Q1 2026 | 26 | +8 | 11.15M | $496.61M | +8 | — |
| Q4 2025 | 18 | -2 | 5.14M | $207.26M | — | −2 |
| Q3 2025 | 4 | 0 | 471.42K | $18.35M | — | — |
| Q2 2025 | 1 | 0 | 10.85K | $426,267 | — | — |
| Q1 2025 | 1 | +1 | 63.68K | $2.20M | +1 | — |
| Q3 2024 | 1 | 0 | 7.29K | $236,976 | — | — |
| Q2 2024 | 1 | — | 41.16K | $1.18M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.40M | +49.8% | $287.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.40M | +49.8% | $287.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 1.72M | +20.1% | $77.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.39M | +7.6% | $62.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 882.05K | +6.5% | $39.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 856.38K | +37.2% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 856.38K | +37.2% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 630.30K | +215.8% | $28.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 595.16K | +46.8% | $26.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 595.16K | +46.8% | $26.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 514.69K | -6.3% | $23.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 243.40K | +124.4% | $10.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 224.11K | +24.3% | $10.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 173.81K | +3.5% | $7.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 165.22K | -15.4% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 118.66K | +18.6% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 118.66K | +18.6% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 110.01K | 新增 | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 94.85K | +60.5% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 70.34K | +16.4% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 46.51K | +292.4% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 44.54K | +9.8% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 26.84K | +150.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 25.15K | -3.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 25.15K | -3.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 23.76K | +20.1% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 16.12K | 新增 | $724,916 | 0.0% | New | 1 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 10.05K | 新增 | $451,814 | 0.0% | New | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 8.75K | +7.3% | $393,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 4.66K | 0.0% | $209,695 | 0.0% | Held | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.54K | +20.8% | $115,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.54K | +20.8% | $115,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.52K | 新增 | $68,264 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.52K | 新增 | $68,258 | 0.0% | New | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 1.24K | 新增 | $56,561 | 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
| Focus Partners Wealth | $4.95M | 0.0% |
| Assetmark, Inc | $724,916 | 0.0% |
| D. E. Shaw & Co. | $451,814 | 0.0% |
| Wells Fargo & Company/Mn | $68,264 | 0.0% |
| Fidelity (FMR) | $68,258 | 0.0% |
| Jones Financial Companies Lllp | $56,561 | 0.0% |
已清仓
| Citadel Advisors | $2.71M | 曾为 0.0% |
| Susquehanna International… | $2.21M | 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, 15.56M 股份, $689.86M 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