证券记录 · 已归档季度
DAUG
名称等待档案录入
16被追踪持有人
-2Δ持有人
1.25M持有股份
$58.34M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 +9.4% ·
净新建仓位 -12.5%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 16 | -2 | 1.25M | $58.34M | — | −2 |
| Q1 2026 | 19 | 0 | 1.25M | $54.26M | +2 | −2 |
| Q4 2025 | 19 | 0 | 1.35M | $59.82M | +1 | −1 |
| Q3 2025 | 3 | +2 | 33.43K | $1.46M | +2 | — |
| Q1 2025 | 1 | +1 | 20.54K | $796,937 | +1 | — |
| Q2 2024 | 1 | — | 21.59K | $817,030 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 358.72K | -3.0% | $16.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 207.12K | +57.8% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 190.08K | +23.3% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 145.04K | +4.6% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 113.97K | +2.4% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 113.97K | +2.4% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 59.94K | -4.2% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 39.36K | +20.9% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 31.90K | +0.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 31.90K | +0.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 28.13K | -23.1% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 28.13K | -23.1% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 21.62K | +0.4% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 19.98K | +1194.2% | $933,955 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 19.98K | +1194.2% | $933,955 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 19.98K | +1194.2% | $933,955 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 16.00K | -1.4% | $749,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 8.47K | -1.4% | $396,750 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Barclays Plc | 3.30K | +43.4% | $154,783 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.26K | 0.0% | $59,168 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 350 | 0.0% | $16,397 | 0.0% | Held | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $777,151 | 曾为 0.0% |
| UBS Group AG | $1,699 | 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): 110 持有人, 3.20M 股份, $132.64M 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