证券记录 · 已归档季度
BSMT
名称等待档案录入
26被追踪持有人
-1Δ持有人
3.41M持有股份
$78.47M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 -3.7% ·
股份流向 +7.3% ·
净新建仓位 -3.8%
· 公式
集中增持：持股数量上升，持有人数量减少
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 | Wells Fargo & Company/Mn | 586.72K | +1.3% | $13.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 299.56K | +10.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 296.11K | +5.6% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 291.82K | +10.2% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 245.12K | -1.7% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 233.92K | +29.5% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 221.14K | +10.5% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 199.41K | -0.9% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 118.42K | +25.7% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 110.17K | +21.0% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 107.46K | +9.4% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 106.40K | 0.0% | $2.45M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 99.68K | +4.9% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 98.58K | +9.8% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 85.97K | -3.7% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 64.13K | -14.9% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 56.01K | +51.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 46.44K | +38.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Brown Advisory Inc | 39.09K | +5.8% | $899,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 31.39K | +45.3% | $722,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 27.40K | +21.2% | $630,847 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 20.67K | -3.1% | $476,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 9.06K | +2.4% | $208,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.43K | -11.6% | $147,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 4.65K | 新增 | $107,015 | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.67K | +0.5% | $61,571 | 0.0% | ▲ Add | 2 | 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
| Fifth Third Bancorp | $107,015 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $393,558 | 曾为 0.0% |
| Cwm, Llc | $20,000 | 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): 112 持有人, 8.35M 股份, $192.56M 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