证券记录
CATH
名称等待档案录入
42被追踪持有人
0Δ持有人
3.00M持有股份
$265.74M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.1% · 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 | 42 | 0 | 3.00M | $265.74M | +1 | −1 |
| Q1 2026 | 43 | -3 | 3.10M | $242.29M | — | −3 |
| Q4 2025 | 45 | +2 | 3.14M | $258.09M | +2 | — |
| Q3 2025 | 2 | 0 | 474.36K | $38.45M | — | — |
| Q2 2025 | 1 | — | 1.23K | $92,668 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 537.39K | -3.9% | $47.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 465.61K | +5.2% | $41.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 335.77K | +23.1% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 335.77K | +23.1% | $29.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 174.01K | +9.2% | $15.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 164.45K | +0.3% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 164.45K | +0.3% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 161.37K | +19.7% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 110.11K | +7.6% | $9.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 91.72K | -1.5% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 74.28K | +1.1% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.36K | -0.3% | $6.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 65.00K | +14.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 62.61K | +4.0% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 62.61K | +4.0% | $5.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cerity Partners LLC | 62.34K | 0.0% | $5.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Sei Investments Co | 51.50K | +0.2% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 47.79K | +2.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Aristotle Capital Management, LLC | 46.57K | -63.0% | $4.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 46.91K | +31.0% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Chevy Chase Trust Holdings, LLC | 45.65K | -9.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 45.60K | 0.0% | $4.04M | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 44.89K | +4.5% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 44.89K | +4.5% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 39.84K | +4.6% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 34.55K | +15.0% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 31.68K | +208.6% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 30.46K | +0.1% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Brown Advisory Inc | 25.74K | +38.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 23.15K | -1.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 19.83K | -0.8% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 16.85K | +20.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 16.85K | +20.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 16.76K | -3.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Cetera Investment Advisers | 10.39K | -0.7% | $919,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 10.21K | 0.0% | $903,674 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 8.28K | 0.0% | $732,985 | 0.0% | Held | 5 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 7.53K | +170.3% | $666,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 7.53K | +170.3% | $666,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Financial Engines Advisors L.L.C. | 7.11K | +80.9% | $629,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Lido Advisors, LLC | 6.03K | 0.0% | $533,567 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Jane Street Group, Llc | 3.14K | -92.6% | $277,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank Julius Baer & Co. Ltd, Zurich | 3.09K | +64.0% | $271,100 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 545 | -5.7% | $48,233 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 431 | 0.0% | $37,850 | 0.0% | Held | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 431 | 0.0% | $37,850 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 418 | 0.0% | $36,993 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Us Bancorp \De\ | 410 | -1.4% | $36,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Citigroup Inc | 35 | 新增 | $3,098 | 0.0% | New | 1 | 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
| Citigroup Inc | $3,098 | 0.0% |
已清仓
| Russell Investments Group… | $2,657 | 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
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