证券记录
BOCT
名称等待档案录入
18被追踪持有人
-1Δ持有人
1.40M持有股份
$74.27M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -0.7% ·
净新建仓位 -5.6%
— 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 | 18 | -1 | 1.40M | $74.27M | +2 | −3 |
| Q1 2026 | 20 | +4 | 1.43M | $68.59M | +4 | — |
| Q4 2025 | 16 | -1 | 1.54M | $76.38M | — | −1 |
| Q3 2025 | 3 | 0 | 42.72K | $2.07M | — | — |
| Q2 2025 | 1 | 0 | 14.12K | $641,572 | — | — |
| Q1 2025 | 1 | 0 | 10.07K | $423,136 | — | — |
| Q4 2024 | 1 | +1 | 13.58K | $586,909 | +1 | — |
| Q2 2024 | 1 | — | 7.70K | $320,295 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 256.22K | -3.8% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 164.03K | -9.7% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 164.03K | -9.7% | $8.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 162.57K | +0.7% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 139.21K | +17.1% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 139.21K | +17.1% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 124.42K | -20.6% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 111.36K | -7.9% | $5.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 72.83K | +79.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 72.83K | +79.8% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 72.10K | +220.1% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 68.58K | -3.0% | $3.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 65.23K | -2.2% | $3.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 50.09K | -0.8% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 50.09K | -0.8% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 36.32K | 0.0% | $1.93M | 0.0% | Held | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 33.47K | +1707.4% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 33.47K | +1707.4% | $1.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Hrt Financial Lp | 19.59K | 新增 | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 8.86K | 0.0% | $469,611 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 7.07K | 新增 | $374,650 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 6.08K | -92.2% | $324,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.81K | 0.0% | $148,937 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.81K | 0.0% | $148,937 | 0.0% | Held | 4 | 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 | $1.04M | 0.0% |
| Citadel Advisors | $374,650 | 0.0% |
已清仓
| Jane Street Group, Llc | $946,732 | 曾为 0.0% |
| Creative Planning | $237,871 | 曾为 0.0% |
| Barclays Plc | $53,649 | 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, 4.46M 股份, $189.59M 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