证券记录
DPG
名称等待档案录入
21被追踪持有人
-2Δ持有人
5.97M持有股份
$88.66M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -8.7% ·
股份流向 +5.1% ·
净新建仓位 -14.3%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.96M | +1.4% | $29.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.43M | +2.7% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 806.50K | +29.1% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 424.17K | -0.1% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 335.66K | +45.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 270.31K | -27.8% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 268.33K | -0.8% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | First Trust Advisors Lp | 170.49K | +24.4% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 67.58K | +19.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 47.40K | +32.6% | $703,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Invesco Ltd. | 46.16K | -8.5% | $684,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 40.43K | +101.1% | $599,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 35.79K | -2.4% | $531,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 31.87K | -4.2% | $472,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 21.32K | -0.8% | $316,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 8.31K | -5.5% | $123,291 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 4.00K | 新增 | $59,360 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.17K | 0.0% | $32,218 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 1.45K | 0.0% | $21,563 | 0.0% | Held | 3 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 114 | 0.0% | $1,692 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Citigroup Inc | 1 | 0.0% | $15 | 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
| Rockefeller Capital… | $59,360 | 0.0% |
已清仓
| HighTower Advisors, LLC | $480,794 | 曾为 0.0% |
| Citadel Advisors | $209,467 | 曾为 0.0% |
| Susquehanna International… | $182,767 | 曾为 0.0% |
| Us Bancorp \De\ | $14,440 | 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): 84 持有人, 11.47M 股份, $155.67M 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