证券记录 · 已归档季度
DFAR
名称等待档案录入
32被追踪持有人
+2Δ持有人
12.02M持有股份
$288.87M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 +6.7% ·
股份流向 +4.5% ·
净新建仓位 +6.2%
— 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 | 36 | +4 | 11.05M | $288.99M | +7 | −3 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | — |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | — | — |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | — | — |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | — | 45.89K | $1.01M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.58M | -6.0% | $89.09M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2.69M | +4.6% | $63.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Prudential Financial Inc | 2.20M | -10.3% | $52.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.33M | +91.4% | $31.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 458.32K | +13.7% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 458.32K | +13.7% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 382.14K | -9.8% | $9.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 211.97K | -3.4% | $5.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 183.19K | +184.8% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 170.09K | +109.0% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 159.62K | +104.0% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 114.35K | -8.6% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 95.23K | +10.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 95.23K | +10.3% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 92.78K | -29.0% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 94.13K | -11.8% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 50.07K | -49.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 37.87K | +139.8% | $895,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 37.17K | +32.9% | $879,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 25.58K | -8.7% | $605,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 25.58K | -8.7% | $605,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 24.65K | +23.8% | $583,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 19.23K | 新增 | $454,869 | 0.0% | New | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 17.49K | +5.2% | $413,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 12.54K | +449.7% | $292,019 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 11.19K | -27.8% | $264,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Chevy Chase Trust Holdings, LLC | 8.98K | -9.7% | $212,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 8.46K | -40.0% | $200,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.06K | +18.1% | $143,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.18K | 新增 | $27,860 | 0.0% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 797 | +252.7% | $18,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 797 | +252.7% | $18,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 503 | 0.0% | $11,896 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 447 | 新增 | $10,366 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 90 | 0.0% | $2,129 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 6 | -99.4% | $142 | 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
| Cerity Partners LLC | $454,869 | 0.0% |
| Fifth Third Bancorp | $27,860 | 0.0% |
| Jones Financial Companies Lllp | $10,366 | 0.0% |
已清仓
| UBS Group AG | $78,550 | 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): 288 持有人, 50.11M 股份, $1.16B 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