证券记录 · 已归档季度
CII
名称等待档案录入
26被追踪持有人
-2Δ持有人
6.27M持有股份
$131.74M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.1% ·
股份流向 +7.1% ·
净新建仓位 -7.7%
— 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 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 | 30 | +4 | 6.35M | $166.09M | +5 | −1 |
| Q1 2026 | 26 | -2 | 6.27M | $131.74M | +1 | −3 |
| Q4 2025 | 28 | 0 | 5.85M | $136.75M | — | — |
| Q3 2025 | 1 | — | 699.99K | $16.10M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.11M | +5.2% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 776.14K | +10.7% | $16.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 727.73K | +3.0% | $15.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 727.73K | +3.0% | $15.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 574.30K | +15.0% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 516.21K | +6.7% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 492.95K | +7.9% | $10.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 459.17K | +7.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 385.43K | -3.6% | $8.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 385.43K | -3.6% | $8.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 355.60K | +13.0% | $7.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 257.25K | +10.2% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 257.25K | +10.2% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 148.53K | +67.5% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 127.20K | +35.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 127.20K | +35.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 84.63K | +5.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 57.78K | -4.3% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 57.78K | -4.3% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | First Trust Advisors Lp | 54.22K | +15.2% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 52.91K | +9.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 20.27K | -14.5% | $426,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 19.92K | +13.5% | $418,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 18.37K | +11.4% | $386,121 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 15.46K | -5.5% | $325,037 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mirae Asset Global Investments Co.… | 6.15K | +7.9% | $129,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.56K | -22.5% | $74,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 3.24K | 新增 | $68,126 | 0.0% | New | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.98K | -24.1% | $41,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 1.59K | +58.1% | $33,506 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 375 | -85.8% | $7,883 | 0.0% | ▼ Trim | 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
| Fifth Third Bancorp | $68,126 | 0.0% |
已清仓
| Jane Street Group, Llc | $888,388 | 曾为 0.0% |
| Hrt Financial Lp | $504,000 | 曾为 0.0% |
| Mariner, LLC | $200,515 | 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): 105 持有人, 9.33M 股份, $192.98M 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