证券记录 · 已归档季度
CHAT
名称等待档案录入
28被追踪持有人
-2Δ持有人
1.00M持有股份
$62.12M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -14.3% ·
净新建仓位 -7.1%
— 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 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 | 40 | +13 | 1.36M | $133.97M | +14 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | — | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | — |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | — |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | — | 12.77K | $476,449 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 538.12K | +3.3% | $33.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Mirae Asset Global Investments Co.… | 94.00K | 新增 | $5.81M | 0.0% | New | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 78.89K | -35.5% | $4.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jane Street Group, Llc | 64.79K | -16.4% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 63.85K | +6.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 63.85K | +6.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 38.26K | -58.5% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 31.25K | -47.1% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 18.67K | +55.3% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 13.60K | +103.0% | $841,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 13.60K | +103.0% | $841,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 13.60K | +103.0% | $841,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 12.13K | +6.5% | $750,283 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 8.01K | +83.4% | $495,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 7.51K | +19.0% | $464,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 7.13K | -47.2% | $451,664 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 6.65K | +21.6% | $411,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 6.65K | +21.6% | $411,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 4.92K | +40.6% | $304,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 4.23K | +96.3% | $261,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Simplex Trading, Llc | 3.31K | -95.7% | $204,847 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.79K | +178.9% | $172,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 2.79K | +178.9% | $172,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Group One Trading Llc | 1.49K | -84.5% | $92,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.32K | 0.0% | $78,077 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.17K | 0.0% | $72,000 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Barclays Plc | 800 | -50.0% | $49,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 506 | 新增 | $31,296 | 0.0% | New | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 299 | 0.0% | $18,493 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cwm, Llc | 189 | -17.1% | $11,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 167 | 新增 | $10,329 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 100 | 0.0% | $6,185 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $2,103 | 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
| Mirae Asset Global… | $5.81M | 0.0% |
| Bank Of Montreal /Can/ | $31,296 | 0.0% |
| Northwestern Mutual Wealth… | $10,329 | 0.0% |
已清仓
| Susquehanna International… | $1.98M | 曾为 0.0% |
| Cetera Investment Advisers | $843,767 | 曾为 0.0% |
| Belvedere Trading LLC | $817,952 | 曾为 0.2% |
| Hrt Financial Lp | $699,000 | 曾为 0.0% |
| Tidal Investments LLC | $387,957 | 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): 146 持有人, 3.43M 股份, $203.11M 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