证券记录
DFNM
名称等待档案录入
31被追踪持有人
+2Δ持有人
8.60M持有股份
$415.65M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +6.9% ·
股份流向 +18.3% ·
净新建仓位 +3.2%
— 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 5.07M | +20.1% | $245.04M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 672.03K | +2.9% | $32.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 578.75K | +11.6% | $27.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 481.18K | +15.0% | $23.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Assetmark, Inc | 350.60K | +5.4% | $16.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 230.57K | +273.2% | $11.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 212.33K | +1.9% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 203.46K | +46.8% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 153.32K | +13.1% | $7.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 119.16K | +35.0% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Corient Private Wealth LP | 81.88K | +0.1% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 77.05K | -7.1% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Truist Financial Corp | 68.39K | +2.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 56.89K | +17.6% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Sei Investments Co | 39.91K | +11.3% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 37.64K | +30.0% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 35.25K | +28.3% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 26.95K | +18.3% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 26.56K | +417.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 17.08K | +35.5% | $825,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 13.01K | -9.8% | $628,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 10.57K | +30.9% | $511,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 10.28K | +25.2% | $497,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.73K | 0.0% | $422,159 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Nuveen, LLC | 7.84K | 新增 | $379,189 | 0.0% | New | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 4.57K | 0.0% | $220,698 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Creative Planning | 4.44K | 新增 | $214,607 | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 1.48K | 新增 | $71,632 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 202 | — | $9,746 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 98 | 0.0% | $4,737 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS Group AG | 10 | 新增 | $483 | 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
| Nuveen, LLC | $379,189 | 0.0% |
| Creative Planning | $214,607 | 0.0% |
| Qube Research & Technologies… | $71,632 | 0.0% |
| UBS Group AG | $483 | 0.0% |
已清仓
| HighTower Advisors, LLC | $28.25M | 曾为 0.0% |
| Susquehanna International… | $1.02M | 曾为 0.0% |
| Citadel Advisors | $635,408 | 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): 272 持有人, 36.15M 股份, $1.72B 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