证券记录
BRW
名称等待档案录入
27被追踪持有人
-1Δ持有人
9.36M持有股份
$61.48M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 -0.5% ·
净新建仓位 -3.7%
— 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 | 27 | -1 | 9.36M | $61.48M | +2 | −3 |
| Q1 2026 | 29 | 0 | 9.40M | $63.38M | +4 | −4 |
| Q4 2025 | 29 | +3 | 6.99M | $48.97M | +3 | — |
| Q3 2025 | 2 | -2 | 764.50K | $5.94M | — | −2 |
| Q2 2025 | 2 | 0 | 46.44K | $374,314 | — | — |
| Q1 2025 | 2 | +1 | 77.53K | $601,672 | +1 | — |
| Q4 2024 | 1 | 0 | 10.00K | $76,200 | — | — |
| Q3 2024 | 1 | +1 | 10.00K | $75,900 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.75M | -7.3% | $18.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Toronto Dominion Bank | 2.28M | 0.0% | $14.97M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.08M | +21.4% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 740.13K | -6.7% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 605.35K | -5.7% | $3.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 605.35K | -5.7% | $3.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 605.35K | -5.7% | $3.98M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 507.55K | +6.8% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 482.99K | +1.5% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 482.99K | +1.5% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 222.05K | +11.6% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 191.88K | +4.2% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 92.80K | -18.0% | $609,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 92.80K | -18.0% | $609,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 63.66K | -10.9% | $418,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 49.91K | +32.8% | $327,900 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 42.66K | -3.2% | $280,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 42.02K | 0.0% | $276,067 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 35.04K | 新增 | $230,213 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 35.04K | 新增 | $230,213 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 31.88K | -0.3% | $209,434 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 27.34K | -10.1% | $179,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Nomura Holdings Inc | 24.98K | 新增 | $164,119 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 16.37K | +3.8% | $107,532 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 16.04K | +28.6% | $105,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 14.52K | 0.0% | $95,416 | 0.0% | Held | 2 | SEC ↗ |
| 27 | GAMCO Investors ✦ | 14.00K | 0.0% | $91,980 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 13.86K | 0.0% | $91,060 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 11.71K | +3.3% | $76,932 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 7.24K | +2.6% | $48,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 7.24K | +2.6% | $48,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4.50K | +9.1% | $29,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 4.50K | +9.1% | $29,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | -100.0% | $6 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $230,213 | 0.0% |
| Jane Street Group, Llc | $230,213 | 0.0% |
| Nomura Holdings Inc | $164,119 | 0.0% |
已清仓
| Citadel Advisors | $100,231 | 曾为 0.0% |
| Lido Advisors, LLC | $78,117 | 曾为 0.0% |
| Creative Planning | $72,842 | 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): 93 持有人, 21.31M 股份, $131.66M 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