证券记录 · 已归档季度
DMO
名称等待档案录入
20被追踪持有人
+1Δ持有人
1.53M持有股份
$16.43M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 +0.4% ·
净新建仓位 +5.0%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.53M | $16.43M | +2 | −1 |
| Q1 2026 | 19 | +2 | 1.53M | $16.44M | +2 | — |
| Q4 2025 | 17 | 0 | 1.46M | $16.15M | — | — |
| Q3 2025 | 1 | — | 142.91K | $1.67M | — | — |
| Q2 2024 | 1 | — | 14.94K | $178,210 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 397.81K | -1.0% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 279.61K | -1.7% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 182.32K | +35.6% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 167.51K | -26.1% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 160.70K | +8.6% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 160.70K | +8.6% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 154.80K | -20.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 154.80K | -20.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 37.23K | -10.5% | $398,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 31.22K | -8.1% | $334,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 28.70K | 新增 | $307,377 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 28.37K | 新增 | $303,853 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 17.39K | +22.3% | $186,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 16.35K | -4.5% | $175,087 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 13.43K | -3.6% | $143,825 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 13.17K | +23.8% | $141,083 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 5.20K | -7.1% | $55,692 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 314 | -47.9% | $3,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 314 | -47.9% | $3,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 307 | -2.9% | $3,288 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 7 | -97.0% | $75 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citigroup Inc | 4 | 0.0% | $43 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $8 | 0.0% | Held | 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
| HighTower Advisors, LLC | $307,377 | 0.0% |
| Citadel Advisors | $303,853 | 0.0% |
已清仓
| Us Bancorp \De\ | $3,408 | 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): 43 持有人, 2.43M 股份, $23.30M 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