证券记录
CLOA
名称等待档案录入
36被追踪持有人
+4Δ持有人
11.06M持有股份
$573.96M报告持仓市值
+8新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +3.7% ·
净新建仓位 +11.1%
— 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 | 36 | +4 | 11.06M | $573.96M | +8 | −4 |
| Q1 2026 | 33 | +3 | 10.66M | $552.54M | +6 | −3 |
| Q4 2025 | 29 | -1 | 8.80M | $455.60M | — | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $94.92M | — | — |
| Q2 2025 | 2 | 0 | 1.30M | $67.32M | — | — |
| Q1 2025 | 1 | +1 | 58.26K | $3.02M | +1 | — |
| Q3 2024 | 1 | 0 | 4.12K | $213,857 | — | — |
| Q2 2024 | 1 | — | 68.68K | $3.57M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 2.36M | +12.5% | $122.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 2.02M | -24.4% | $104.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.97M | +1.5% | $102.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 967.25K | +17.2% | $50.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 967.25K | +17.2% | $50.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 648.04K | +10.3% | $33.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 587.13K | +9.2% | $30.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 587.13K | +9.2% | $30.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 587.13K | +9.2% | $30.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 475.11K | +7.8% | $24.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 276.25K | +6.8% | $14.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 242.83K | -16.2% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citigroup Inc | 200.01K | 新增 | $10.38M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 163.52K | +34.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 163.52K | +34.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 163.52K | +34.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 163.52K | +34.1% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 146.09K | +93.6% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 146.09K | +93.6% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 146.09K | +93.6% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 145.59K | 新增 | $7.56M | 0.0% | New | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 138.52K | -8.2% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 115.17K | -0.2% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 115.17K | -0.2% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 86.67K | +15.4% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Raymond James Financial Inc | 75.50K | +5.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 75.50K | +5.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 74.49K | 新增 | $3.87M | 0.0% | New | 1 | SEC ↗ |
| 33 | Schroder Investment Management Group | 65.91K | +33.4% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 60.88K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 59.60K | 新增 | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 50.50K | -13.4% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 50.50K | -13.4% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 22.50K | +137.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 22.50K | +137.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 19.83K | +44.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 19.83K | +44.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 19.09K | -0.3% | $988,794 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Corient Private Wealth LP | 12.59K | +0.2% | $653,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 10.90K | -8.9% | $565,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 10.00K | 0.0% | $519,100 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Jane Street Group, Llc | 8.88K | 新增 | $460,857 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cerity Partners LLC | 6.57K | -2.3% | $341,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 6.45K | 新增 | $334,923 | 0.0% | New | 1 | SEC ↗ |
| 49 | Mariner, LLC | 6.38K | -78.5% | $330,937 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 5.11K | 新增 | $265,312 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 1.48K | 新增 | $76,753 | 0.0% | New | 1 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 1.26K | 0.0% | $65,614 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 172 | -91.5% | $8,938 | 0.0% | ▼ Trim | 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
| Citigroup Inc | $10.38M | 0.0% |
| Northwestern Mutual Wealth… | $7.56M | 0.0% |
| Goldman Sachs Group | $3.87M | 0.0% |
| Lido Advisors, LLC | $3.09M | 0.0% |
| Jane Street Group, Llc | $460,857 | 0.0% |
| HighTower Advisors, LLC | $334,923 | 0.0% |
| Rockefeller Capital… | $265,312 | 0.0% |
| Fidelity (FMR) | $76,753 | 0.0% |
已清仓
| Citadel Advisors | $3.76M | 曾为 0.0% |
| Bank of New York Mellon Corp | $1.18M | 曾为 0.0% |
| Hrt Financial Lp | $556,000 | 曾为 0.0% |
| Susquehanna International… | $478,022 | 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
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