证券记录
CII
名称等待档案录入
30被追踪持有人
+4Δ持有人
6.35M持有股份
$166.09M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +15.4% ·
股份流向 +1.3% ·
净新建仓位 +13.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.12M | +1.5% | $29.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 783.33K | +0.9% | $20.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 783.33K | +0.9% | $20.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 766.48K | +5.3% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 766.48K | +5.3% | $20.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 575.05K | +0.1% | $15.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 566.89K | +9.8% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 482.59K | -2.1% | $12.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 481.27K | +4.8% | $12.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Invesco Ltd. | 406.30K | +5.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 406.30K | +5.4% | $10.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 359.25K | +1.0% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 244.42K | -5.0% | $6.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 132.38K | +4.1% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 132.38K | +4.1% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 82.90K | -2.0% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 60.29K | +4.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 60.29K | +4.3% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 53.12K | -2.0% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 52.00K | -1.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 29.72K | -80.0% | $777,293 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 27.12K | +47.6% | $709,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 17.79K | +15.0% | $465,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Nuveen, LLC | 17.49K | 新增 | $457,259 | 0.0% | New | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 16.79K | -15.7% | $438,979 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 16.63K | -17.9% | $434,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 15.05K | 新增 | $393,453 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 12.20K | 新增 | $319,004 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 12.20K | 新增 | $319,004 | 0.0% | New | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 8.80K | 新增 | $230,094 | 0.0% | New | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 8.80K | 新增 | $230,094 | 0.0% | New | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 8.30K | 新增 | $217,071 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 4.76K | +46.8% | $124,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 3.56K | 0.0% | $93,041 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 1.98K | 0.0% | $51,672 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 1.85K | +16.4% | $48,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 375 | 0.0% | $9,806 | 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
| Nuveen, LLC | $457,259 | 0.0% |
| Susquehanna International… | $393,453 | 0.0% |
| Jane Street Group, Llc | $319,004 | 0.0% |
| Jane Street Group, Llc | $319,004 | 0.0% |
| Baird Financial Group, Inc. | $230,094 | 0.0% |
| Baird Financial Group, Inc. | $230,094 | 0.0% |
| Financial Engines Advisors… | $217,071 | 0.0% |
已清仓
| Mirae Asset Global… | $129,357 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据