证券记录
BOE
名称等待档案录入
27被追踪持有人
-1Δ持有人
13.73M持有股份
$165.94M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 -3.6% ·
股份流向 +3.0% ·
净新建仓位 -3.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 27 | -1 | 13.73M | $165.94M | +2 | −3 |
| Q1 2026 | 29 | +2 | 13.33M | $146.09M | +3 | −1 |
| Q4 2025 | 27 | 0 | 12.65M | $148.11M | — | — |
| Q3 2025 | 1 | — | 7.30M | $84.46M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.41M | +5.1% | $101.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Lazard Asset Management Llc | 886.75K | 0.0% | $10.72M | 0.0% | Held | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 811.53K | +3.6% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 811.53K | +3.6% | $9.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 674.79K | +4.5% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 674.79K | +4.5% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 638.05K | -14.4% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 638.05K | -14.4% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 521.98K | +6.6% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Allspring Global Investments… | 459.28K | +14.0% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 261.37K | -0.7% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 198.18K | -6.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 198.18K | -6.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 163.16K | +26.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 163.16K | +26.4% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 154.76K | -17.4% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 138.38K | +3.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 138.38K | +3.7% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 66.38K | +7.0% | $802,473 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 66.20K | -3.0% | $800,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 60.05K | -37.6% | $725,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 52.40K | +0.1% | $633,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 40.80K | +4.2% | $493,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 40.80K | +4.2% | $493,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 32.74K | -10.3% | $395,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 25.04K | +26.2% | $302,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 17.81K | 0.0% | $215,299 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 13.62K | -0.8% | $167,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 12.53K | 新增 | $151,488 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 11.47K | +8.3% | $138,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 4.41K | 0.0% | $53,281 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 4.41K | 0.0% | $53,281 | 0.0% | Held | 3 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 1.30K | 新增 | $15,665 | 0.0% | New | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 1.02K | +104.4% | $12,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 384 | +33.3% | $4,643 | 0.0% | ▲ Add | 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
| Mercer Global Advisors Inc… | $151,488 | 0.0% |
| National Bank Of Canada /Fi/ | $15,665 | 0.0% |
已清仓
| Jane Street Group, Llc | $237,383 | 曾为 0.0% |
| BlackRock | $14,686 | 曾为 0.0% |
| JPMorgan Chase | $42 | 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): 120 持有人, 20.42M 股份, $218.78M 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