证券记录 · 已归档季度
CLOZ
名称等待档案录入
19被追踪持有人
-3Δ持有人
4.10M持有股份
$105.04M报告持仓市值
+3新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -13.6% ·
股份流向 -5.5% ·
净新建仓位 -15.8%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | Morgan Stanley ✦ | 1.62M | +159257.9% | $41.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Focus Partners Wealth | 1.36M | +4.1% | $34.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 231.12K | -19.9% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Barclays Plc | 190.00K | 新增 | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 5 | Mariner, LLC | 185.56K | +8.2% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 108.35K | +5.3% | $2.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 103.61K | -46.6% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 84.96K | +206.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 69.84K | 新增 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 54.44K | -90.7% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 36.38K | -93.2% | $933,121 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 18.31K | +48.1% | $470,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 13.28K | -21.6% | $340,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 12.21K | +23.4% | $313,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 8.26K | 新增 | $211,907 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 300 | 0.0% | $7,695 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 197 | -43.1% | $5,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 23 | -99.9% | $589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $19 | 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
| Barclays Plc | $4.87M | 0.0% |
| Susquehanna International… | $1.79M | 0.0% |
| Cerity Partners LLC | $211,907 | 0.0% |
已清仓
| Goldman Sachs Group | $15.97M | 曾为 0.0% |
| Truist Financial Corp | $5.20M | 曾为 0.0% |
| HighTower Advisors, LLC | $2.83M | 曾为 0.0% |
| Bank Of America Corp /De/ | $2.56M | 曾为 0.0% |
| Renaissance Technologies | $1.17M | 曾为 0.0% |
| Bank Of Montreal /Can/ | $481,327 | 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): 87 持有人, 11.93M 股份, $304.77M 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