证券记录 · 已归档季度
DBL
名称等待档案录入
22被追踪持有人
+2Δ持有人
3.19M持有股份
$45.80M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +1.9% ·
净新建仓位 +9.1%
— 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 | 22 | +2 | 3.19M | $45.80M | +3 | −1 |
| Q1 2026 | 20 | +1 | 3.13M | $45.63M | +2 | −1 |
| Q4 2025 | 19 | 0 | 3.38M | $51.52M | — | — |
| Q3 2025 | 1 | — | 546.91K | $8.52M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 580.22K | +1.9% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 580.22K | +1.9% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 530.78K | -5.7% | $7.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 530.78K | -5.7% | $7.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 439.90K | +17.1% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 350.37K | +12.2% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 263.52K | -4.1% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 263.52K | -4.1% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 234.71K | +1.7% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 162.44K | +2.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 133.78K | -23.7% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 125.31K | -7.7% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 125.31K | -7.7% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 106.77K | +238.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 91.19K | -37.5% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 59.29K | +29.9% | $852,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 25.75K | +30.4% | $370,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 15.96K | -3.9% | $229,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 13.55K | -47.8% | $194,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 12.70K | 新增 | $182,669 | 0.0% | New | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 11.46K | +6.2% | $164,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Nomura Holdings Inc | 10.00K | 新增 | $143,800 | 0.0% | New | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 7.07K | -45.5% | $101,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 7.07K | -45.5% | $101,631 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 5.49K | 0.0% | $78,574 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 3.75K | 0.0% | $53,925 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.20K | 新增 | $17,301 | 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
| Citadel Advisors | $182,669 | 0.0% |
| Nomura Holdings Inc | $143,800 | 0.0% |
| Northwestern Mutual Wealth… | $17,301 | 0.0% |
已清仓
| Susquehanna International… | $179,449 | 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): 72 持有人, 10.49M 股份, $104.05M 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