证券记录 · 已归档季度
BSMU
名称等待档案录入
21被追踪持有人
-4Δ持有人
3.48M持有股份
$75.96M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 -16.0% ·
股份流向 +1.1% ·
净新建仓位 -19.0%
· 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 | 518.80K | +3.3% | $11.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 434.62K | -5.5% | $9.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 340.96K | +5.2% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Invesco Ltd. | 332.10K | +15.6% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 295.97K | +29.2% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 267.57K | +19.1% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 229.40K | +3.8% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 209.16K | 0.0% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 201.80K | 0.0% | $4.40M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 118.82K | +12.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 105.91K | +3.7% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 95.56K | +1.2% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 71.04K | +10.9% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 66.65K | +42.4% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 56.88K | -24.2% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 43.23K | +33.8% | $943,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 32.58K | +17.4% | $710,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 25.82K | -1.0% | $563,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 17.42K | +65.6% | $379,990 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 17.33K | -83.5% | $377,961 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.06K | +0.7% | $23,212 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Focus Partners Wealth | $1.43M | 曾为 0.0% |
| Goldman Sachs Group | $358,171 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $313,503 | 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): 93 持有人, 7.10M 股份, $154.28M 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