证券记录 · 已归档季度
BUG
名称等待档案录入
44被追踪持有人
-3Δ持有人
5.38M持有股份
$205.40M报告持仓市值
+3新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -6.4% ·
股份流向 -8.8% ·
净新建仓位 -6.8%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 44 | -3 | 5.38M | $205.40M | +3 | −6 |
| Q1 2026 | 48 | +5 | 5.90M | $148.11M | +10 | −5 |
| Q4 2025 | 43 | 0 | 5.35M | $162.89M | — | — |
| Q3 2025 | 5 | -1 | 1.47M | $51.86M | +1 | −2 |
| Q2 2025 | 4 | 0 | 28.37K | $1.05M | — | — |
| Q1 2025 | 2 | +1 | 31.63K | $1.02M | +1 | — |
| Q4 2024 | 1 | -2 | 23.26K | $746,285 | — | −2 |
| Q3 2024 | 3 | +1 | 71.17K | $2.20M | +2 | −1 |
| Q2 2024 | 2 | — | 20.43K | $604,201 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.21M | -6.3% | $46.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 901.71K | -18.3% | $34.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 457.85K | +122.5% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 399.50K | +32.5% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 270.85K | +126.8% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 261.79K | +20.0% | $10.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 259.67K | +42.0% | $9.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 232.10K | +0.8% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 231.06K | -15.1% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 231.06K | -15.1% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 165.62K | +21.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 109.95K | -10.6% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 109.81K | -54.2% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 103.63K | -7.2% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 91.66K | -51.1% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 88.25K | +27.8% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 59.69K | +14.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 54.19K | +41.2% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 53.95K | -47.9% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 51.64K | -3.7% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 35.47K | -17.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 33.96K | +61.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 33.96K | +61.4% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mariner, LLC | 22.01K | -27.2% | $839,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 19.51K | +15.7% | $745,242 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Tidal Investments LLC | 18.25K | +46.8% | $697,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Group One Trading Llc | 17.89K | -58.1% | $683,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 16.33K | +254.1% | $622,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Simplex Trading, Llc | 15.21K | -91.1% | $580,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 14.58K | 新增 | $556,772 | 0.0% | New | 1 | SEC ↗ |
| 53 | IMC-Chicago, LLC | 14.56K | -80.7% | $556,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 11.00K | -4.1% | $420,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Cibc World Market Inc. | 9.47K | 0.0% | $361,697 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 8.77K | -37.0% | $334,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 6.94K | 0.0% | $265,054 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Wealth Enhancement Advisory… | 6.68K | -20.3% | $263,181 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Creative Planning | 6.07K | 新增 | $231,887 | 0.0% | New | 1 | SEC ↗ |
| 62 | Creative Planning | 6.07K | 新增 | $231,887 | 0.0% | New | 1 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 5.35K | 新增 | $204,194 | 0.0% | New | 1 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 4.22K | +27.8% | $165,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 2.85K | +73.7% | $108,848 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Us Bancorp \De\ | 629 | 0.0% | $24,022 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 613 | +12.5% | $23,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 450 | -23.5% | $15,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 300 | -68.4% | $11,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 171 | 0.0% | $6,530 | 0.0% | Held | 3 | SEC ↗ |
| 71 | BlackRock ✦ (被动) | 1 | 0.0% | $43 | 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
| Goldman Sachs Group | $556,772 | 0.0% |
| Creative Planning | $231,887 | 0.0% |
| Creative Planning | $231,887 | 0.0% |
| Mercer Global Advisors Inc… | $204,194 | 0.0% |
已清仓
| Tudor Investment Corp Et Al | $4.10M | 曾为 0.0% |
| Hrt Financial Lp | $3.53M | 曾为 0.0% |
| Jane Street Group, Llc | $1.76M | 曾为 0.0% |
| Point72 Asset Management | $241,006 | 曾为 0.0% |
| Qube Research & Technologies… | $54,639 | 曾为 0.0% |
| Optiver Holding B.V. | $50,220 | 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): 195 持有人, 14.01M 股份, $298.75M 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