证券记录 · 已归档季度
CLM
名称等待档案录入
34被追踪持有人
0Δ持有人
9.47M持有股份
$68.91M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +9.5% · 净新建仓位 0.0% — 公式
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 | 28 | -5 | 9.41M | $71.13M | +1 | −6 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | — |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | — | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | — | — |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | — | — |
| Q2 2024 | 2 | — | 107.98K | $831,461 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.25M | -3.6% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 3.25M | -3.6% | $23.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.42M | +34.4% | $17.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.36M | +12.9% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 654.94K | +17.2% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 377.08K | +2.6% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 294.43K | +3.5% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 202.93K | +13.9% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 159.61K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 99.68K | +13.4% | $725,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 91.95K | -49.0% | $669,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 91.95K | -49.0% | $669,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 90.87K | +791.8% | $661,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 65.92K | +8.2% | $479,876 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 50.78K | +1.0% | $369,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 50.73K | +8.3% | $369,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Toronto Dominion Bank | 50.20K | +0.4% | $365,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Toronto Dominion Bank | 50.20K | +0.4% | $365,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 41.26K | 0.0% | $300,358 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Cerity Partners LLC | 30.07K | 新增 | $218,891 | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 26.63K | 0.0% | $193,896 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 24.02K | -29.4% | $176,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 21.29K | +602.0% | $148,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 21.29K | +602.0% | $148,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | UBS Group AG | 17.63K | 0.0% | $128,376 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 15.92K | 0.0% | $115,868 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 15.05K | 新增 | $109,596 | 0.0% | New | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 14.75K | -51.4% | $107,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 13.12K | -37.2% | $95,548 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cibc World Market Inc. | 12.65K | 新增 | $92,121 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 6.50K | 0.0% | $47,356 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 5.63K | +195.0% | $40,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 3.01K | -62.2% | $21,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 2.94K | +194.3% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 2.94K | +194.3% | $21,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.25K | 0.0% | $9,100 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.25K | 0.0% | $9,100 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Cwm, Llc | 14 | -91.5% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 4 | +100.0% | $31 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Danske Bank A/S | 3 | +50.0% | $22 | 0.0% | ▲ Add | 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
| Cerity Partners LLC | $218,891 | 0.0% |
| Mercer Global Advisors Inc… | $109,596 | 0.0% |
| Cibc World Market Inc. | $92,121 | 0.0% |
已清仓
| Goldman Sachs Group | $125,400 | 曾为 0.0% |
| Millennium Management | $85,030 | 曾为 0.0% |
| Bank Of America Corp /De/ | $32,562 | 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): 138 持有人, 42.45M 股份, $295.12M 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