证券记录 · 已归档季度
CSMD
名称等待档案录入
17被追踪持有人
+5Δ持有人
4.25M持有股份
$130.36M报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 Q1 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 | 16 | -1 | 5.08M | $185.20M | +2 | −3 |
| Q1 2026 | 17 | +5 | 4.25M | $130.36M | +7 | −2 |
| Q4 2025 | 12 | +2 | 3.13M | $99.10M | +2 | — |
| Q3 2025 | 1 | — | 504.34K | $16.80M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.58M | +24.9% | $48.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 898.48K | +30.9% | $27.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 822.26K | +30.0% | $25.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 381.64K | +9.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 381.64K | +9.2% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 206.50K | +93.4% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 206.50K | +93.4% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 206.50K | +93.4% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 187.22K | 新增 | $5.75M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 86.79K | +117.2% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 86.79K | +117.2% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 38.41K | +123.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 13.04K | 新增 | $400,581 | 0.0% | New | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 11.31K | 新增 | $347,330 | 0.0% | New | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 6.89K | -59.0% | $211,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 6.84K | 新增 | $210,210 | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 6.84K | 新增 | $210,210 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 5.57K | 新增 | $171,147 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 919 | 0.0% | $27,276 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 400 | 新增 | $12,000 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 237 | 新增 | $7,278 | 0.0% | New | 1 | SEC ↗ |
| 22 | UBS Group AG | 237 | -51.9% | $7,278 | 0.0% | ▼ Trim | 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
| HighTower Advisors, LLC | $5.75M | 0.0% |
| Goldman Sachs Group | $400,581 | 0.0% |
| LPL Financial LLC | $347,330 | 0.0% |
| Raymond James Financial Inc | $210,210 | 0.0% |
| Raymond James Financial Inc | $210,210 | 0.0% |
| Fifth Third Bancorp | $171,147 | 0.0% |
| Royal Bank Of Canada | $12,000 | 0.0% |
| UBS AM, a distinct business… | $7,278 | 0.0% |
已清仓
| Citadel Advisors | $320,153 | 曾为 0.0% |
| Quantinno Capital Management… | $294,351 | 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): 36 持有人, 13.15M 股份, $212.66M 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