证券记录 · 已归档季度
CLOA
名称等待档案录入
33被追踪持有人
+3Δ持有人
10.66M持有股份
$552.54M报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +20.4% ·
净新建仓位 +9.1%
· 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 | 1 | 0 | 23.02K | $1.19M | n/a | −1 |
| Q2 2026 | 35 | +3 | 11.05M | $573.62M | +7 | −4 |
| Q1 2026 | 33 | +3 | 10.66M | $552.54M | +6 | −3 |
| Q4 2025 | 29 | -1 | 8.80M | $455.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | n/a | n/a |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | n/a | n/a |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | n/a | n/a |
| Q2 2024 | 1 | n/a | 68.68K | $3.57M | 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 | Envestnet Asset Management Inc | 2.67M | +57.3% | $138.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 2.10M | +22.2% | $108.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 1.94M | +12.1% | $100.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 825.49K | +233.2% | $42.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 587.39K | +31.3% | $30.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 537.73K | -53.1% | $27.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Mml Investors Services, Llc | 440.93K | +53.0% | $22.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Assetmark, Inc | 289.66K | +38.8% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 258.63K | +26.5% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 150.80K | +792.6% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 121.94K | +46.0% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | UBS Group AG | 115.39K | 新增 | $5.98M | 0.0% | New | 1 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 75.47K | -27.5% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Captrust Financial Advisors | 75.08K | -28.6% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 72.61K | 新增 | $3.76M | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 71.67K | +28.4% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | UBS AM, a distinct business unit of… | 60.88K | 新增 | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 58.30K | -3.3% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Schroder Investment Management Group | 49.42K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 29.58K | 新增 | $1.53M | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Bank of New York Mellon Corp | 22.69K | -19.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Wealth Enhancement Advisory… | 19.14K | -2.3% | $989,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 13.73K | +25.4% | $711,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 12.56K | -50.0% | $650,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 11.96K | 新增 | $619,874 | 0.0% | New | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 10.74K | 新增 | $556,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 10.00K | 0.0% | $518,350 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 9.49K | -82.3% | $491,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 29 | Susquehanna International Group, Llp | 9.22K | -86.5% | $478,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 6.73K | -26.4% | $348,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.02K | +290.9% | $104,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cwm, Llc | 1.43K | +5632.0% | $74,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 1.26K | 0.0% | $65,500 | 0.0% | Held | 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
| UBS Group AG | $5.98M | 0.0% |
| Citadel Advisors | $3.76M | 0.0% |
| UBS AM, a distinct business… | $3.16M | 0.0% |
| Mariner, LLC | $1.53M | 0.0% |
| Fifth Third Bancorp | $619,874 | 0.0% |
| Hrt Financial Lp | $556,000 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $20.70M | 曾为 0.0% |
| Goldman Sachs Group | $3.28M | 曾为 0.0% |
| Rockefeller Capital… | $27,476 | 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): 209 持有人, 27.78M 股份, $1.43B 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