证券记录
CERY
名称等待档案录入
19被追踪持有人
-3Δ持有人
11.85M持有股份
$396.13M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -13.6% ·
股份流向 -3.2% ·
净新建仓位 -15.8%
— 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 6.23M | +9.2% | $208.11M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | LPL Financial LLC | 1.73M | +6.9% | $57.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.51M | +9.2% | $50.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 849.04K | -0.8% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 401.95K | +4.3% | $13.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 336.17K | +61.0% | $11.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 336.17K | +61.0% | $11.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 239.48K | +4.1% | $8.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 239.48K | +4.1% | $8.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 239.48K | +4.1% | $8.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 239.48K | +4.1% | $8.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 143.58K | -12.1% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 143.58K | -12.1% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 122.48K | +3.1% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 117.31K | +3.0% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 82.81K | +46.4% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Tidal Investments LLC | 56.37K | -83.8% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 23.42K | -17.1% | $783,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 23.42K | -17.1% | $783,010 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 6.87K | +3423.1% | $229,664 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 6.87K | +3423.1% | $229,664 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 6.87K | +3423.1% | $229,664 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | UBS Group AG | 2.14K | 新增 | $71,640 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 2.14K | 新增 | $71,640 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 1.49K | +6.0% | $49,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.46K | 新增 | $48,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.46K | 新增 | $48,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 360 | -3.7% | $12,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 118 | +90.3% | $3,915 | 0.0% | ▲ Add | 2 | 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
| UBS Group AG | $71,640 | 0.0% |
| UBS Group AG | $71,640 | 0.0% |
| Royal Bank Of Canada | $48,000 | 0.0% |
| Royal Bank Of Canada | $48,000 | 0.0% |
已清仓
| Jane Street Group, Llc | $32.71M | 曾为 0.0% |
| Goldman Sachs Group | $2.39M | 曾为 0.0% |
| Susquehanna International… | $944,221 | 曾为 0.0% |
| Citadel Advisors | $252,248 | 曾为 0.0% |
| Pnc Financial Services Group… | $1,973 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据