证券记录
DFNL
名称等待档案录入
22被追踪持有人
-2Δ持有人
2.58M持有股份
$127.47M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 -8.3% ·
股份流向 -2.0% ·
净新建仓位 -9.1%
— 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 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 | 2.58M | $127.47M | — | −2 |
| Q1 2026 | 25 | +6 | 2.64M | $118.17M | +6 | — |
| Q4 2025 | 19 | +2 | 2.15M | $104.07M | +2 | — |
| Q3 2025 | 1 | -1 | 947.90K | $42.86M | — | −1 |
| Q2 2025 | 1 | 0 | 11.20K | $480,885 | — | — |
| Q1 2025 | 1 | +1 | 23.52K | $923,905 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 831.59K | -2.4% | $41.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 831.59K | -2.4% | $41.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 386.79K | -6.9% | $19.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 372.73K | +77.9% | $18.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 372.73K | +77.9% | $18.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 140.91K | -0.7% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 139.34K | +0.3% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 133.32K | +1.9% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 129.93K | +2.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 125.08K | -1.4% | $6.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 109.99K | +12.3% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 51.95K | -37.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 47.31K | -59.0% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 27.77K | -3.2% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 27.77K | -3.2% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 20.55K | -11.4% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 20.23K | -14.4% | $998,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 15.58K | +1.4% | $769,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 14.11K | +1.6% | $696,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 14.11K | +1.6% | $696,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Captrust Financial Advisors | 8.07K | 0.0% | $398,622 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 4.66K | -39.6% | $230,238 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 969 | -62.0% | $47,835 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 866 | 0.0% | $42,750 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 349 | 0.0% | $17,228 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | — | $46 | 0.0% | ▲ Add | 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 | $3.17M | 曾为 0.0% |
| Fidelity (FMR) | $1,659 | 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): 61 持有人, 6.99M 股份, $248.55M 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