证券记录
BSJR
名称等待档案录入
29被追踪持有人
-1Δ持有人
12.46M持有股份
$278.43M报告持仓市值
+1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 +7.2% ·
净新建仓位 -3.4%
— 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 | 29 | -1 | 12.46M | $278.43M | +1 | −2 |
| Q1 2026 | 31 | +1 | 11.71M | $261.75M | +3 | −2 |
| Q4 2025 | 30 | -1 | 9.99M | $225.81M | — | −1 |
| Q3 2025 | 5 | +1 | 1.13M | $25.73M | +1 | — |
| Q2 2025 | 2 | — | 2.14K | $48,634 | — | — |
| Q2 2024 | 1 | — | 44.07K | $973,273 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.12M | +7.5% | $47.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 1.71M | +5.8% | $38.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.43M | +5.3% | $31.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.43M | +5.3% | $31.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.24M | +5.7% | $27.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.24M | +5.7% | $27.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.15M | +3.3% | $25.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.15M | +3.3% | $25.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 985.72K | +48.8% | $22.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 985.72K | +48.8% | $22.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 985.72K | +48.8% | $22.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 660.31K | +6.9% | $14.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 555.77K | +3.5% | $12.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 555.77K | +3.5% | $12.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Captrust Financial Advisors | 522.33K | +6.3% | $11.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 400.14K | -31.4% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 322.10K | +3.2% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 230.45K | +17.0% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 230.45K | +17.0% | $5.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 196.12K | +11.2% | $4.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 109.06K | +0.8% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Invesco Ltd. | 101.78K | -9.0% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Invesco Ltd. | 101.78K | -9.0% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 100.62K | +4564.9% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 91.57K | -6.6% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 83.00K | -1.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 83.00K | -1.7% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 81.27K | +400.2% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 74.79K | +36.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 68.06K | 新增 | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 62.70K | -4.5% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Lido Advisors, LLC | 62.70K | -4.5% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 58.38K | -20.6% | $1.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 47.11K | -3.5% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Brown Advisory Inc | 42.05K | 0.0% | $939,521 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 9.98K | -45.8% | $223,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 2.46K | 0.0% | $54,948 | 0.0% | Held | 3 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 1.16K | 0.0% | $25,809 | 0.0% | Held | 5 | SEC ↗ |
| 39 | Fifth Third Bancorp | 600 | 0.0% | $13,407 | 0.0% | Held | 2 | 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
| TD Waterhouse Canada Inc. | $1.52M | 0.0% |
已清仓
| Mariner, LLC | $1.74M | 曾为 0.0% |
| Creative Planning | $216,294 | 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
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