证券记录
BSMV
名称等待档案录入
21被追踪持有人
0Δ持有人
2.40M持有股份
$50.38M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 0.0% · 股份流向 +2.3% · 净新建仓位 -4.8% — 公式
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 288.46K | +12.9% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 276.93K | +7.7% | $5.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 252.12K | +8.0% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 204.87K | 0.0% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 199.03K | +3.3% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 195.70K | 0.0% | $4.11M | 0.0% | Held | 3 | SEC ↗ |
| 7 | UBS Group AG | 192.89K | -17.6% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 147.68K | +4.3% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 108.38K | -0.1% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 94.92K | +68.8% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 93.90K | +15.2% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 72.76K | -14.5% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 65.65K | -0.6% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 57.33K | +14.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 43.50K | +4.0% | $912,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 31.56K | -0.6% | $662,262 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 30.34K | +21.8% | $636,298 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 22.43K | +7.9% | $471,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 20.50K | 新增 | $430,144 | 0.0% | New | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.37K | +43.0% | $28,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,449 | 0.0% | Held | 5 | 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
| Cetera Investment Advisers | $430,144 | 0.0% |
已清仓
| HighTower Advisors, LLC | $6.32M | 曾为 0.0% |
| Focus Partners Wealth | $1.35M | 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): 77 持有人, 5.76M 股份, $118.44M 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