证券记录
CLOZ
名称等待档案录入
20被追踪持有人
+2Δ持有人
5.27M持有股份
$139.33M报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +11.1% ·
股份流向 +28.8% ·
净新建仓位 +10.0%
— 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 | 20 | +2 | 5.27M | $139.33M | +6 | −4 |
| Q1 2026 | 19 | -3 | 4.10M | $105.04M | +3 | −6 |
| Q4 2025 | 22 | -1 | 4.33M | $114.97M | — | −1 |
| Q3 2025 | 5 | 0 | 1.79M | $48.09M | — | — |
| Q2 2025 | 2 | +1 | 155.14K | $4.15M | +1 | — |
| Q1 2025 | 1 | 0 | 77.20K | $2.05M | — | — |
| Q4 2024 | 1 | +1 | 29.46K | $793,839 | +1 | — |
| Q2 2024 | 1 | — | 52.04K | $1.40M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.87M | +15.4% | $49.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Focus Partners Wealth | 1.48M | +9.1% | $39.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 642.61K | +246.3% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 365.24K | +570.9% | $9.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 225.79K | -2.3% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Barclays Plc | 194.40K | +2.3% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 156.04K | +50.6% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 82.86K | -2.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 82.86K | -2.5% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Nuveen, LLC | 78.59K | 新增 | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 74.94K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 34.49K | 新增 | $911,120 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 21.65K | +94017.4% | $571,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 15.51K | +27.1% | $409,879 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.21K | -8.1% | $322,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 11.64K | 新增 | $307,653 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 4.70K | -74.3% | $124,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.70K | -74.3% | $124,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 1.22K | 新增 | $32,123 | 0.0% | New | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 64 | -78.7% | $1,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 7 | +600.0% | $179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 7 | +600.0% | $179 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2 | 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
| Nuveen, LLC | $2.08M | 0.0% |
| Bank Of Montreal /Can/ | $1.96M | 0.0% |
| Goldman Sachs Group | $911,120 | 0.0% |
| HighTower Advisors, LLC | $307,653 | 0.0% |
| Northwestern Mutual Wealth… | $32,123 | 0.0% |
| Fidelity (FMR) | $53 | 0.0% |
已清仓
| Citadel Advisors | $2.78M | 曾为 0.0% |
| Susquehanna International… | $1.79M | 曾为 0.0% |
| Jane Street Group, Llc | $933,121 | 曾为 0.0% |
| Cerity Partners LLC | $211,907 | 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
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