证券记录 · 已归档季度
BSMR
名称等待档案录入
25被追踪持有人
-4Δ持有人
4.33M持有股份
$102.46M报告持仓市值
+0新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -13.8% ·
股份流向 +15.7% ·
净新建仓位 -16.0%
— 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 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 | Morgan Stanley ✦ | 563.85K | +2.5% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 500.07K | +12.2% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 466.69K | +63.9% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 462.63K | +3.0% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 394.92K | +6.8% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 332.67K | +65.6% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 254.23K | +29.4% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 230.74K | +44.6% | $5.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 138.45K | +7.2% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 124.73K | +7.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 112.94K | +0.9% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 108.92K | +45.2% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 105.03K | -5.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 83.50K | +56.6% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 69.46K | -21.1% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 69.18K | +24.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 68.78K | -10.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 67.86K | +4.5% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Captrust Financial Advisors | 47.20K | +0.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 46.64K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 32.37K | +35.7% | $765,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Lido Advisors, LLC | 24.31K | 0.0% | $575,076 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Baird Financial Group, Inc. | 23.07K | +69.7% | $545,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 4.13K | +2.2% | $97,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 557 | -60.0% | $13,175 | 0.0% | ▼ Trim | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Susquehanna International… | $318,652 | 曾为 0.0% |
| Jane Street Group, Llc | $317,256 | 曾为 0.0% |
| Goldman Sachs Group | $258,684 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $227,990 | 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): 139 持有人, 9.40M 股份, $217.48M 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: Q1 2026 ·
方法论 ·
通过API获取此数据