证券记录 · 已归档季度
CGW
名称等待档案录入
46被追踪持有人
+3Δ持有人
3.99M持有股份
$255.07M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.0% ·
股份流向 +9.4% ·
净新建仓位 +6.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 14.52K | $918,040 | n/a | n/a |
| Q2 2026 | 45 | 0 | 4.08M | $267.89M | +4 | −4 |
| Q1 2026 | 46 | +3 | 3.99M | $255.07M | +4 | −1 |
| Q4 2025 | 42 | -1 | 3.64M | $229.40M | n/a | −1 |
| Q3 2025 | 4 | 0 | 969.16K | $62.26M | n/a | n/a |
| Q2 2025 | 2 | 0 | 19.28K | $1.21M | n/a | n/a |
| Q1 2025 | 1 | +1 | 8.24K | $458,830 | +1 | n/a |
| Q3 2024 | 1 | 0 | 5.29K | $323,442 | n/a | n/a |
| Q2 2024 | 1 | n/a | 19.84K | $1.10M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 951.13K | +4.6% | $60.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 488.13K | +9.9% | $31.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 480.78K | +8.1% | $30.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | 1832 Asset Management L.P. | 343.47K | +1.8% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 174.56K | +3.2% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 162.59K | +5.4% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 157.89K | -0.7% | $10.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | LPL Financial LLC | 137.76K | +0.6% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 122.85K | +20.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 120.44K | +2.1% | $7.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 111.45K | +17.4% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 98.07K | +6.5% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 64.34K | +1.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | National Bank Of Canada /Fi/ | 61.88K | +16.1% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 60.02K | +0.6% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jane Street Group, Llc | 52.23K | 新增 | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 49.65K | +58.4% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 37.30K | 0.0% | $2.38M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 35.18K | +9.5% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 32.75K | +28.7% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 31.16K | 新增 | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 22 | Manufacturers Life Insurance… | 25.05K | 新增 | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 23 | Northern Trust Corp | 20.30K | +5.2% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Susquehanna International Group, Llp | 18.80K | -28.7% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 17.39K | -0.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Cerity Partners LLC | 15.68K | -3.8% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 14.35K | +856.9% | $917,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 13.42K | -4.5% | $845,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 12.34K | +3.3% | $789,179 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.52K | +5.1% | $677,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 8.57K | 新增 | $548,057 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 8.18K | +9.7% | $513,233 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 33 | Creative Planning | 7.50K | -1.5% | $479,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 7.20K | n/a | $460,318 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 5.87K | -1.4% | $375,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 5.62K | +30.7% | $359,470 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 5.32K | +68.2% | $340,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 4.04K | -53.2% | $258,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 3.87K | +1134.8% | $247,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Lido Advisors, LLC | 3.80K | +19.3% | $243,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 2.94K | +0.1% | $188,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cwm, Llc | 2.62K | +7.2% | $167,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.50K | -39.4% | $161,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 741 | +31.1% | $47,379 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Assetmark, Inc | 130 | 0.0% | $8,312 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 40 | -43.7% | $2,558 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $3.34M | 0.0% |
| Citadel Advisors | $1.99M | 0.0% |
| Manufacturers Life Insurance… | $1.60M | 0.0% |
| BlackRock | $548,057 | 0.0% |
已清仓
| Corient Private Wealth LP | $452,731 | 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): 199 持有人, 6.46M 股份, $401.38M 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
持有该证券的受追踪机构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