证券记录 · 已归档季度
BSJR
名称等待档案录入
31被追踪持有人
+1Δ持有人
11.71M持有股份
$261.75M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +17.2% ·
净新建仓位 +3.2%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.98M | +6.3% | $44.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.36M | +69.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 1.18M | +16.5% | $26.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.11M | -2.4% | $24.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 617.62K | +39.5% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 536.74K | +149.6% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 491.54K | +7.8% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 311.98K | +6.0% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 196.93K | +12.6% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 176.29K | +6.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 111.80K | -5.8% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 108.14K | -2.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 84.44K | -7.7% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cwm, Llc | 78.57K | -8.2% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 77.71K | -41.8% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 73.52K | +14.8% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 54.76K | -12.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 48.79K | +3.9% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Brown Advisory Inc | 42.05K | +2.7% | $940,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 16.25K | 新增 | $363,387 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 9.67K | +1.6% | $216,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 2.46K | 0.0% | $54,996 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 2.16K | 新增 | $48,241 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 600 | 新增 | $13,419 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $363,387 | 0.0% |
| Bank Of Montreal /Can/ | $48,241 | 0.0% |
| Fifth Third Bancorp | $13,419 | 0.0% |
已清仓
| Focus Partners Wealth | $1.33M | 曾为 0.0% |
| Fidelity (FMR) | $39,372 | 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): 168 持有人, 24.86M 股份, $553.68M 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
持有该证券的受追踪机构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: Q1 2026 ·
方法论 ·
通过API获取此数据