证券记录 · 已归档季度
CLOI
名称等待档案录入
24被追踪持有人
+2Δ持有人
3.02M持有股份
$159.31M报告持仓市值
+7新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 -14.9% ·
净新建仓位 +8.3%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.79M | -11.7% | $94.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 250.90K | +48.3% | $13.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 185.87K | -4.3% | $9.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 161.11K | +117.5% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 137.37K | +5.8% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 111.57K | -65.2% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 94.28K | -6.9% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 88.93K | -5.5% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 65.21K | +71.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Citadel Advisors ✦ | 42.39K | 新增 | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 28.13K | 新增 | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 22.42K | -25.6% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 13.67K | -34.4% | $717,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 9.70K | -30.8% | $511,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 7.35K | -40.6% | $387,345 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Raymond James Financial Inc | 6.92K | 新增 | $364,684 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 2.60K | +269.1% | $137,133 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Assetmark, Inc | 1.81K | -32.5% | $95,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cwm, Llc | 1.23K | +366.9% | $64,705 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 732 | 新增 | $38,548 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Fifth Third Bancorp | 612 | 新增 | $32,252 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 247 | +10.3% | $13,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 54 | 新增 | $2,846 | 0.0% | New | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 1 | 新增 | $53 | 0.0% | New | 1 | 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
| Citadel Advisors | $2.23M | 0.0% |
| Susquehanna International… | $1.48M | 0.0% |
| Raymond James Financial Inc | $364,684 | 0.0% |
| JPMorgan Chase | $38,548 | 0.0% |
| Fifth Third Bancorp | $32,252 | 0.0% |
| BlackRock | $2,846 | 0.0% |
| Russell Investments Group… | $53 | 0.0% |
已清仓
| Goldman Sachs Group | $14.27M | 曾为 0.0% |
| Jane Street Group, Llc | $2.29M | 曾为 0.0% |
| Quantinno Capital Management… | $359,900 | 曾为 0.0% |
| Bank Of America Corp /De/ | $11,513 | 曾为 0.0% |
| Pnc Financial Services Group… | $5,915 | 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): 165 持有人, 14.60M 股份, $756.64M 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