证券记录
CGIB
名称等待档案录入
19被追踪持有人
-1Δ持有人
5.67M持有股份
$144.81M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 +27.9% ·
净新建仓位 -5.3%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | -1 | 5.67M | $144.81M | +1 | −2 |
| Q1 2026 | 21 | +7 | 4.44M | $111.93M | +8 | −1 |
| Q4 2025 | 14 | +1 | 2.52M | $63.97M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.85M | +54.3% | $72.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.85M | +54.3% | $72.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.41M | +24.4% | $36.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 256.36K | -56.2% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Assetmark, Inc | 164.71K | +48.6% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 153.23K | +49.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 153.23K | +49.2% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 125.72K | +45.4% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 124.49K | +20.0% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Sei Investments Co | 112.99K | +26.5% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 109.39K | +0.6% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 109.39K | +0.6% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 107.86K | +189.3% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 107.86K | +189.3% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Capital International Investors | 90.92K | +50.7% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 62.92K | +35.9% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 31.59K | +168.6% | $806,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 31.59K | +168.6% | $806,601 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 25.59K | +79.1% | $653,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 25.59K | +79.1% | $653,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 11.62K | +38.5% | $296,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 10.66K | -75.5% | $272,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 9.18K | -67.5% | $234,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 8.74K | 新增 | $222,241 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 36 | 0.0% | $919 | 0.0% | Held | 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
| Wealth Enhancement Advisory… | $222,241 | 0.0% |
已清仓
| Mariner, LLC | $219,040 | 曾为 0.0% |
| UBS Group AG | $49,890 | 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): 55 持有人, 9.00M 股份, $219.34M 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