证券记录 · 已归档季度
CERY
名称等待档案录入
23被追踪持有人
+3Δ持有人
12.25M持有股份
$431.57M报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +15.0% ·
股份流向 +30.0% ·
净新建仓位 +13.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 11.85M | $396.13M | +2 | −5 |
| Q1 2026 | 23 | +3 | 12.25M | $431.57M | +6 | −3 |
| Q4 2025 | 20 | +1 | 8.73M | $249.29M | +1 | — |
| Q3 2025 | 2 | 0 | 6.72M | $192.62M | — | — |
| Q2 2025 | 1 | 0 | 5.16M | $140.51M | — | — |
| Q1 2025 | 1 | +1 | 6.12M | $169.71M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 5.70M | +1.6% | $200.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | LPL Financial LLC | 1.62M | +64.2% | $56.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.38M | +47.7% | $48.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 928.33K | 新增 | $32.71M | 0.0% | New | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 855.81K | +34.5% | $30.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 385.48K | 新增 | $13.58M | 0.0% | New | 1 | SEC ↗ |
| 7 | Tidal Investments LLC | 347.36K | +670.9% | $12.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 230.07K | +1093.9% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 208.84K | +11.3% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 208.84K | +11.3% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 163.31K | +86.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 163.31K | +86.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 118.82K | +70.6% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 113.92K | +77.1% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 67.89K | +200.1% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 56.58K | +72.2% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 28.25K | +36.6% | $995,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 26.79K | +235.3% | $944,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 7.16K | 新增 | $252,248 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 1.96K | +10.7% | $69,035 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.40K | 0.0% | $49,477 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 374 | 新增 | $13,180 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 195 | -69.2% | $6,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 195 | -69.2% | $6,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 62 | 新增 | $2,196 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 56 | 新增 | $1,973 | 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
| Jane Street Group, Llc | $32.71M | 0.0% |
| Cerity Partners LLC | $13.58M | 0.0% |
| Citadel Advisors | $252,248 | 0.0% |
| Fifth Third Bancorp | $13,180 | 0.0% |
| JPMorgan Chase | $2,196 | 0.0% |
| Pnc Financial Services Group… | $1,973 | 0.0% |
已清仓
| Royal Bank Of Canada | $46,000 | 曾为 0.0% |
| Us Bancorp \De\ | $9,279 | 曾为 0.0% |
| UBS Group AG | $5,796 | 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): 123 持有人, 17.56M 股份, $599.35M 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: Q1 2026 ·
方法论 ·
通过API获取此数据