证券记录
DLY
名称等待档案录入
27被追踪持有人
+3Δ持有人
8.70M持有股份
$122.43M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +1.1% ·
净新建仓位 +11.1%
— 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 | Morgan Stanley ✦ | 2.44M | +0.3% | $34.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 2.41M | -1.7% | $33.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.13M | +11.1% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 673.70K | -5.0% | $9.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | HighTower Advisors, LLC | 564.17K | +13.7% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 341.07K | -25.6% | $4.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 303.20K | +4.9% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 261.42K | -11.2% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 93.23K | +206.5% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 60.63K | -5.6% | $853,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Fifth Third Bancorp | 47.31K | -5.2% | $665,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 45.72K | +0.8% | $643,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | First Trust Advisors Lp | 38.86K | +9.3% | $546,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 38.21K | +2.5% | $537,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Captrust Financial Advisors | 38.13K | 0.0% | $536,461 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 38.07K | +56.9% | $535,659 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 28.95K | -9.7% | $407,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 25.13K | +11.1% | $353,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 22.96K | 新增 | $323,019 | 0.0% | New | 1 | SEC ↗ |
| 20 | Lido Advisors, LLC | 21.37K | 新增 | $300,634 | 0.0% | New | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 18.83K | -28.0% | $264,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | IMC-Chicago, LLC | 16.71K | 新增 | $235,096 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 15.27K | -2.5% | $214,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 14.15K | -24.9% | $199,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 10.71K | 0.0% | $150,633 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 6.22K | 新增 | $87,094 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.11K | 新增 | $15,607 | 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
| Citadel Advisors | $323,019 | 0.0% |
| Lido Advisors, LLC | $300,634 | 0.0% |
| IMC-Chicago, LLC | $235,096 | 0.0% |
| JPMorgan Chase | $87,094 | 0.0% |
| Northwestern Mutual Wealth… | $15,607 | 0.0% |
已清仓
| Commonwealth Equity Services… | $152,520 | 曾为 0.0% |
| BlackRock | $381 | 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
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。
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: Q2 2026 ·
方法论 ·
通过API获取此数据