证券记录
DNP
名称等待档案录入
38被追踪持有人
-3Δ持有人
23.28M持有股份
$251.19M报告持仓市值
+0新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.3% ·
股份流向 +2.0% ·
净新建仓位 -7.9%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 38 | -3 | 23.28M | $251.19M | — | −3 |
| Q1 2026 | 42 | +3 | 22.85M | $235.42M | +4 | −1 |
| Q4 2025 | 39 | -1 | 21.90M | $218.82M | — | −1 |
| Q3 2025 | 3 | -1 | 3.47M | $34.71M | +1 | −2 |
| Q2 2025 | 2 | 0 | 79.48K | $778,070 | — | — |
| Q1 2025 | 1 | 0 | 18.58K | $183,756 | — | — |
| Q4 2024 | 1 | 0 | 102.43K | $903,441 | — | — |
| Q3 2024 | 1 | -1 | 21.01K | $210,910 | — | −1 |
| Q2 2024 | 2 | — | 31.33K | $257,546 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.71M | -1.8% | $39.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.71M | -1.8% | $39.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 3.41M | +7.8% | $36.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 3.33M | +3.0% | $35.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 3.33M | +3.0% | $35.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 2.15M | +3.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 2.15M | +3.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.58M | +3.1% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 1.57M | +3.1% | $16.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.21M | +5.2% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 1.16M | +19.7% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 1.16M | +19.7% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.01M | -3.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.01M | -3.5% | $10.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 783.83K | -45.0% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 783.83K | -45.0% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 532.25K | +6.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 532.25K | +6.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 429.50K | +389.4% | $4.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 344.52K | -7.5% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 318.83K | +16.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 291.16K | +19.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 291.16K | +19.9% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 197.42K | +12.4% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 187.84K | +35.2% | $2.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 166.57K | -2.0% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mariner, LLC | 139.05K | +13.4% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 118.76K | +28.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 109.91K | +95.8% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 89.17K | -5.5% | $962,185 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 73.35K | 0.0% | $791,404 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 73.35K | 0.0% | $791,404 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 67.92K | +20.2% | $732,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 67.92K | +20.2% | $732,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 41.80K | -13.3% | $451,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 41.65K | -2.4% | $449,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 36.06K | -4.3% | $389,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 34.16K | +4.8% | $375,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 33.14K | 0.0% | $357,556 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 20.62K | -75.0% | $222,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 20.39K | 0.0% | $220,008 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Northern Trust Corp | 19.84K | 0.0% | $214,128 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 19.40K | -35.6% | $209,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Jane Street Group, Llc | 15.20K | -78.4% | $164,019 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 9.98K | -51.7% | $107,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 4.36K | 0.0% | $47,023 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 3.43K | 0.0% | $37,020 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 1.83K | +44.9% | $19,789 | 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
| Susquehanna International… | $167,674 | 曾为 0.0% |
| Fisher Asset Management | $124,506 | 曾为 0.0% |
| Jones Financial Companies Lllp | $13,314 | 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): 327 持有人, 40.83M 股份, $398.05M 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