证券记录 · 已归档季度
DFGR
名称等待档案录入
36被追踪持有人
-1Δ持有人
9.49M持有股份
$252.30M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -2.7% ·
股份流向 -3.5% ·
净新建仓位 -2.8%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 38 | +3 | 8.43M | $244.50M | +3 | — |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | — | — |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | — | — |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | — |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | — | — |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | — |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | — | −1 |
| Q2 2024 | 2 | — | 108.50K | $2.71M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.07M | +1.7% | $108.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.22M | +4.4% | $32.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 705.92K | +21.6% | $18.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 601.67K | +197.1% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 583.57K | -57.3% | $15.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 439.04K | +4.8% | $11.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 336.70K | +24.4% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 235.64K | -16.8% | $6.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 172.19K | -34.4% | $4.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 161.71K | +0.3% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 147.04K | -4.3% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 147.04K | -4.3% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 119.65K | +5.7% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 104.44K | +12.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 85.20K | +28.8% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 70.35K | +4.5% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS AM, a distinct business unit of… | 62.42K | 新增 | $1.66M | 0.0% | New | 1 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 47.55K | +76.3% | $1.26M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Captrust Financial Advisors | 45.27K | -8.4% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 44.98K | 新增 | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 43.11K | +27.0% | $1.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Stifel Financial Corp | 38.59K | -6.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 38.59K | -6.8% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 27.90K | -9.5% | $741,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 24.22K | +8489.0% | $643,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 20.38K | -14.1% | $541,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 15.87K | -12.2% | $421,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citigroup Inc | 15.86K | +46.5% | $421,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 13.72K | -3.1% | $364,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 12.68K | -1.7% | $337,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 10.77K | 新增 | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 4.06K | -2.9% | $107,895 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $73,693 | 0.0% | Held | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.73K | 0.0% | $73,693 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.98K | +63.0% | $52,678 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.42K | -18.8% | $37,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 898 | +78.5% | $24,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 528 | -87.0% | $14,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 43 | 0.0% | $1,143 | 0.0% | Held | 4 | 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
| UBS AM, a distinct business… | $1.66M | 0.0% |
| Cerity Partners LLC | $1.20M | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
已清仓
| Citadel Advisors | $8.59M | 曾为 0.0% |
| Susquehanna International… | $294,953 | 曾为 0.0% |
| Brown Advisory Inc | $275,798 | 曾为 0.0% |
| Jones Financial Companies Lllp | $9,987 | 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): 312 持有人, 99.85M 股份, $2.64B 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