证券记录
BKSE
名称等待档案录入
14被追踪持有人
-1Δ持有人
324.74K持有股份
$43.66M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -2.0% ·
净新建仓位 -7.1%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | -1 | 324.74K | $43.66M | — | −1 |
| Q1 2026 | 15 | +2 | 331.31K | $37.74M | +3 | −1 |
| Q4 2025 | 13 | 0 | 238.01K | $26.78M | — | — |
| Q3 2025 | 3 | 0 | 22.82K | $2.51M | — | — |
| Q2 2025 | 2 | +1 | 7.83K | $782,040 | +1 | — |
| Q4 2024 | 1 | +1 | 3.31K | $333,925 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 160.54K | -5.8% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 43.76K | +8.5% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.91K | -3.0% | $4.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.91K | -3.0% | $4.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 29.51K | +29.1% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 11.70K | +7.6% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 10.65K | +124.7% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 10.45K | +117.3% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 10.45K | +117.3% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 9.81K | +4.8% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 6.38K | -0.4% | $858,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 3.86K | -79.0% | $519,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 2.01K | -66.2% | $269,833 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.00K | +0.2% | $269,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 167 | +153.0% | $22,447 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | 0.0% | $96 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| UBS Group AG | $18,226 | 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): 29 持有人, 395.63K 股份, $43.25M 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