证券记录 · 已归档季度
CAPE
名称等待档案录入
17被追踪持有人
0Δ持有人
657.55K持有股份
$21.33M报告持仓市值
+2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 -23.4% · 净新建仓位 0.0% — 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 657.55K | $21.33M | +2 | −2 |
| Q1 2026 | 17 | +4 | 858.34K | $26.48M | +6 | −2 |
| Q4 2025 | 13 | +1 | 601.94K | $19.40M | +1 | — |
| Q3 2025 | 1 | -1 | 168 | $5,495 | — | −1 |
| Q2 2025 | 1 | 0 | 15.72K | $499,926 | — | — |
| Q1 2025 | 1 | 0 | 102.06K | $3.10M | — | — |
| Q4 2024 | 1 | 0 | 100.65K | $3.02M | — | — |
| Q3 2024 | 1 | 0 | 21.50K | $636,244 | — | — |
| Q2 2024 | 1 | — | 46.51K | $1.29M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 412.23K | +2.5% | $13.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 123.58K | +3.6% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Kayne Anderson Rudnick Investment… | 28.85K | -0.3% | $934,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 20.72K | -1.7% | $672,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Hrt Financial Lp | 17.12K | +14.6% | $555,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 16.45K | -87.7% | $533,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 8.90K | 0.0% | $288,760 | 0.0% | Held | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 8.48K | 0.0% | $275,006 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cibc World Market Inc. | 7.30K | -48.8% | $236,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 6.79K | -10.6% | $220,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 3.23K | 0.0% | $104,676 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fifth Third Bancorp | 3.12K | 0.0% | $101,270 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 284 | 新增 | $9,212 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 169 | +0.6% | $5,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 169 | +0.6% | $5,482 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 139 | 0.0% | $4,509 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 107 | 新增 | $3,506 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 73 | 0.0% | $2,399 | 0.0% | Held | 3 | 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
| Wells Fargo & Company/Mn | $9,212 | 0.0% |
| Jones Financial Companies Lllp | $3,506 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.65M | 曾为 0.0% |
| Goldman Sachs Group | $204,062 | 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): 47 持有人, 5.09M 股份, $139.74M 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