证券记录 · 已归档季度
DLY
名称等待档案录入
24被追踪持有人
-1Δ持有人
8.61M持有股份
$119.55M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -4.0% ·
股份流向 +6.3% ·
净新建仓位 -4.2%
· 公式
集中增持：持股数量上升，持有人数量减少
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.45M | +3.4% | $34.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.44M | +0.8% | $33.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | UBS Group AG | 1.02M | +1.6% | $14.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 709.24K | +35.5% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 496.15K | +3.7% | $6.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 458.35K | +14.2% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 294.47K | +45.5% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 288.95K | +105.9% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 64.21K | -23.1% | $893,814 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Fifth Third Bancorp | 49.88K | 新增 | $694,331 | 0.0% | New | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 45.36K | +3.8% | $631,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Captrust Financial Advisors | 38.13K | +2.1% | $530,742 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 37.27K | -7.3% | $518,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 35.54K | +7.8% | $494,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 32.05K | -2.3% | $446,168 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 30.42K | -52.2% | $423,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 26.15K | -16.8% | $364,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 24.27K | -54.4% | $337,880 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 22.63K | +2.9% | $314,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 15.67K | +6.1% | $218,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 10.96K | -34.9% | $152,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 10.71K | n/a | $149,028 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 27 | 新增 | $381 | 0.0% | New | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 18.84K | -50.0% | $262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $694,331 | 0.0% |
| BlackRock | $381 | 0.0% |
已清仓
| Nomura Holdings Inc | $327,150 | 曾为 0.0% |
| Balyasny Asset Management L.P. | $250,597 | 曾为 0.0% |
| Cerity Partners LLC | $145,400 | 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): 95 持有人, 13.75M 股份, $164.64M 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
持有该证券的受追踪机构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。
公开市场买入 (P)
Sep 24
Sherman Jeffrey J.
Officer · Vice President · 10.00K 股 @ 13.03 · $130,300
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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