证券记录 · 已归档季度
CSRE
名称等待档案录入
19被追踪持有人
+2Δ持有人
4.94M持有股份
$140.26M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 +30.0% ·
净新建仓位 +10.5%
— 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 | 19 | +2 | 4.94M | $140.26M | +2 | — |
| Q1 2026 | 17 | +8 | 2.56M | $67.25M | +9 | −1 |
| Q4 2025 | 9 | -1 | 1.06M | $26.99M | — | −1 |
| Q3 2025 | 1 | +1 | 23.67K | $616,577 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.03M | 新增 | $29.29M | 0.0% | New | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 878.49K | +1409.1% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 878.49K | +1409.1% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 715.28K | +14.1% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 715.28K | +14.1% | $20.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 675.71K | +75.5% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 675.71K | +75.5% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 372.25K | +23.9% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 372.25K | +23.9% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 372.25K | +23.9% | $10.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 341.65K | +18.0% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 225.97K | +575.4% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 156.13K | +3.1% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 149.05K | 新增 | $4.23M | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 135.03K | +8.7% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 84.02K | -61.9% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 45.61K | -84.1% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 44.48K | +45.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 44.48K | +45.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 33.68K | +184.5% | $955,895 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 21.45K | +93.5% | $608,699 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 17.75K | 0.0% | $503,745 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 11.37K | 0.0% | $322,681 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.00K | +200000.0% | $56,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.00K | +200000.0% | $56,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 200 | +35.1% | $5,842 | 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
| Northwestern Mutual Wealth… | $29.29M | 0.0% |
| Susquehanna International… | $4.23M | 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): 70 持有人, 9.38M 股份, $226.91M 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