证券记录 · 已归档季度

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名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

43被追踪持有人

-3Δ持有人

3.10M持有股份

$242.29M报告持仓市值

+0新建仓位

−3清仓

Falling 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 -6.5% · 股份流向 -1.3% · 净新建仓位 -7.0% · 公式
广泛减持：持股数量下降，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

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q3 2026	1	+1	2.73K	$251,206	+1	−1
Q2 2026	41	0	2.98M	$263.69M	+1	−2
Q1 2026	43	-3	3.10M	$242.29M	n/a	−3
Q4 2025	45	+2	3.14M	$258.09M	+2	n/a
Q3 2025	2	0	474.36K	$38.45M	n/a	n/a
Q2 2025	1	n/a	1.23K	$92,668	n/a	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Morgan Stanley ✦	559.23K	+9.1%	$43.70M	0.0%	▲ Add	3	SEC ↗ ×3
2	Bank Of America Corp /De/	442.55K	+2.5%	$34.59M	0.0%	▲ Add	2	SEC ↗ ×3
3	Truist Financial Corp	272.68K	+0.2%	$21.31M	0.0%	▲ Add	2	SEC ↗ ×2
4	Wells Fargo & Company/Mn	163.91K	-3.3%	$12.81M	0.0%	▼ Trim	2	SEC ↗ ×2
5	LPL Financial LLC	159.33K	+7.3%	$12.45M	0.0%	▲ Add	2	SEC ↗
6	Cwm, Llc	158.29K	+7.2%	$12.37M	0.0%	▲ Add	2	SEC ↗
7	Corient Private Wealth LP	134.81K	-54.3%	$10.54M	0.0%	▼ Trim	2	SEC ↗
8	Aristotle Capital Management, LLC	125.88K	-4.1%	$9.84M	0.0%	▼ Trim	2	SEC ↗
9	Ameriprise Financial Inc	102.32K	+4.8%	$8.00M	0.0%	▲ Add	2	SEC ↗
10	Fifth Third Bancorp	93.14K	+55.9%	$7.28M	0.0%	▲ Add	2	SEC ↗
11	Royal Bank Of Canada	73.56K	+6.4%	$5.75M	0.0%	▲ Add	2	SEC ↗ ×4
12	Northwestern Mutual Wealth…	73.45K	+9.7%	$5.74M	0.0%	▲ Add	2	SEC ↗
13	Cerity Partners LLC	62.34K	0.0%	$4.87M	0.0%	Held	2	SEC ↗
14	Raymond James Financial Inc	60.19K	+3.5%	$4.70M	0.0%	▲ Add	2	SEC ↗ ×2
15	Baird Financial Group, Inc.	56.64K	+6.1%	$4.43M	0.0%	▲ Add	2	SEC ↗
16	Sei Investments Co	51.37K	+4.7%	$4.01M	0.0%	▲ Add	2	SEC ↗
17	Chevy Chase Trust Holdings, LLC	50.49K	+42.5%	$3.95M	0.0%	▲ Add	2	SEC ↗
18	Envestnet Asset Management Inc	46.59K	+12.5%	$3.64M	0.0%	▲ Add	2	SEC ↗
19	Mariner, LLC	45.60K	-0.1%	$3.56M	0.0%	▼ Trim	2	SEC ↗
20	UBS Group AG	42.98K	+73.2%	$3.36M	0.0%	▲ Add	2	SEC ↗ ×2
21	Jane Street Group, Llc	42.22K	+860.4%	$3.30M	0.0%	▲ Add	2	SEC ↗
22	Creative Planning	38.10K	+15.6%	$2.98M	0.0%	▲ Add	2	SEC ↗
23	Jones Financial Companies Lllp	35.82K	+85.5%	$2.73M	0.0%	▲ Add	2	SEC ↗
24	Commonwealth Equity Services, Llc	30.43K	+19.5%	$2.38M	0.0%	▲ Add	2	SEC ↗
25	Mml Investors Services, Llc	30.05K	-11.9%	$2.35M	0.0%	▼ Trim	2	SEC ↗
26	HighTower Advisors, LLC	23.54K	+18.2%	$1.84M	0.0%	▲ Add	2	SEC ↗
27	Mercer Global Advisors Inc /Adv	20.00K	+12.7%	$1.56M	0.0%	▲ Add	2	SEC ↗
28	Brown Advisory Inc	18.56K	0.0%	$1.45M	0.0%	▲ Add	2	SEC ↗
29	Stifel Financial Corp	17.41K	+8.2%	$1.36M	0.0%	▲ Add	2	SEC ↗ ×2
30	Osaic Holdings, Inc.	13.98K	+1.3%	$1.09M	0.0%	▲ Add	2	SEC ↗ ×2
31	Cetera Investment Advisers	10.46K	+33.0%	$817,147	0.0%	▲ Add	2	SEC ↗
32	Susquehanna International Group, Llp	10.26K	+6.9%	$802,053	0.0%	▲ Add	2	SEC ↗
33	Northern Trust Corp	10.21K	0.0%	$797,990	0.0%	Held	2	SEC ↗
34	Fidelity (FMR) ✦	8.28K	-1.3%	$647,263	0.0%	▼ Trim	4	SEC ↗
35	Lido Advisors, LLC	6.03K	-1.9%	$471,166	0.0%	▼ Trim	2	SEC ↗
36	Financial Engines Advisors L.L.C.	3.93K	0.0%	$307,051	0.0%	Held	2	SEC ↗
37	CIBC Bancorp USA Inc.	2.79K	n/a	$217,726	0.0%	n/c	1	SEC ↗
38	Bank Julius Baer & Co. Ltd, Zurich	1.88K	-3.6%	$147,057	0.0%	▼ Trim	2	SEC ↗
39	Pnc Financial Services Group, Inc.	578	0.0%	$45,171	0.0%	Held	2	SEC ↗
40	JPMorgan Chase ✦	431	+116.6%	$32,722	0.0%	▲ Add	2	SEC ↗ ×2
41	Assetmark, Inc	418	+91.7%	$32,667	0.0%	▲ Add	2	SEC ↗
42	Us Bancorp \De\	416	0.0%	$32,510	0.0%	Held	2	SEC ↗
43	Russell Investments Group, Ltd.	34	-12.8%	$2,657	0.0%	▼ Trim	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

Captrust Financial Advisors	$8.26M	曾为 0.0%
Citadel Advisors	$958,928	曾为 0.0%
Wealth Enhancement Advisory…	$270,136	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): 201 持有人, 7.08M 股份, $553.01M 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。

MRK43共同持有人 AWK43共同持有人 UBER43共同持有人 PFE43共同持有人 SBUX43共同持有人

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

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新增买入方

已清仓

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