证券记录
CFO
名称等待档案录入
27被追踪持有人
+1Δ持有人
2.36M持有股份
$188.63M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.8% ·
股份流向 -4.3% ·
净新建仓位 +3.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 439.14K | +0.8% | $35.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 368.63K | -2.1% | $29.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 300.36K | -2.4% | $24.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 254.69K | -0.8% | $20.40M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 203.38K | -14.3% | $16.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 176.45K | +2.0% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 164.10K | -0.9% | $13.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 129.42K | -5.7% | $10.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 94.22K | -5.7% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Creative Planning | 55.49K | -10.0% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 31.90K | -4.8% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 27.79K | -0.2% | $2.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 24.59K | +5.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 16.61K | +18.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 15.53K | +17.5% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Susquehanna International Group, Llp | 14.45K | -74.3% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 11.16K | -18.2% | $893,753 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 6.81K | -11.3% | $545,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 5.17K | -13.7% | $413,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 4.60K | 0.0% | $368,440 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Cerity Partners LLC | 4.60K | 0.0% | $368,440 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.08K | -7.5% | $327,119 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 911 | -14.0% | $72,920 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 845 | 新增 | $67,487 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 527 | +290.4% | $42,154 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Qube Research & Technologies Ltd | 66 | +29.4% | $5,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 26 | 0.0% | $2,082 | 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
| Jones Financial Companies Lllp | $67,487 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 67 持有人, 3.09M 股份, $223.95M 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