证券记录
CLOI
名称等待档案录入
28被追踪持有人
+5Δ持有人
3.95M持有股份
$209.33M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +21.7% ·
股份流向 +30.0% ·
净新建仓位 +17.9%
— 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 | 28 | +5 | 3.95M | $209.33M | +5 | — |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | — | — |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | — | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | — | — |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | — | — |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | — |
| Q2 2024 | 1 | — | 68.84K | $3.64M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.96M | +9.7% | $104.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 319.95K | +98.6% | $16.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 319.95K | +98.6% | $16.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 306.34K | +22.1% | $16.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 248.62K | +33.8% | $13.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 228.90K | +8697.1% | $12.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 228.90K | +8697.1% | $12.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 189.42K | +113.0% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 153.59K | +11.8% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 153.59K | +11.8% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 126.16K | +33.8% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 126.16K | +33.8% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 126.16K | +33.8% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 57.07K | -12.5% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 57.07K | -12.5% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 57.07K | -12.5% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 56.55K | +101.0% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Tidal Investments LLC | 53.84K | 新增 | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 46.92K | 新增 | $2.48M | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 44.77K | -59.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 33.73K | 新增 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 26.78K | +19.5% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 25.99K | 新增 | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 18.07K | +32.2% | $953,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 17.92K | 新增 | $948,810 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 17.92K | 新增 | $948,810 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 17.92K | 新增 | $948,810 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 9.32K | -4.0% | $493,475 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 7.36K | +0.1% | $389,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 7.36K | +0.1% | $389,606 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 7.21K | +4.2% | $381,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 5.77K | -86.4% | $305,522 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 1.89K | +4.5% | $100,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 993 | +35.7% | $52,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 612 | 0.0% | $32,406 | 0.0% | Held | 2 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 597 | +1005.6% | $31,611 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 408 | +65.2% | $21,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 2 | +100.0% | $106 | 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
| Tidal Investments LLC | $2.85M | 0.0% |
| Goldman Sachs Group | $2.48M | 0.0% |
| Jane Street Group, Llc | $1.79M | 0.0% |
| Mariner, LLC | $1.38M | 0.0% |
| Bank of New York Mellon Corp | $948,810 | 0.0% |
| Bank of New York Mellon Corp | $948,810 | 0.0% |
| Bank of New York Mellon Corp | $948,810 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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: Q2 2026 ·
方法论 ·
通过API获取此数据