证券记录 · 已归档季度
DRIV
名称等待档案录入
33被追踪持有人
-4Δ持有人
1.86M持有股份
$56.79M报告持仓市值
+0新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -10.8% ·
股份流向 -0.2% ·
净新建仓位 -12.1%
· 公式
广泛减持：持股数量下降，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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 20.36K | $666,344 | n/a | n/a |
| Q2 2026 | 40 | +8 | 2.14M | $82.40M | +8 | n/a |
| Q1 2026 | 33 | -4 | 1.86M | $56.79M | n/a | −4 |
| Q4 2025 | 37 | +1 | 1.86M | $55.17M | +1 | n/a |
| Q3 2025 | 5 | 0 | 70.30K | $1.99M | n/a | n/a |
| Q2 2025 | 3 | 0 | 51.14K | $1.19M | n/a | n/a |
| Q1 2025 | 2 | 0 | 54.24K | $1.15M | n/a | n/a |
| Q4 2024 | 2 | 0 | 53.46K | $1.23M | n/a | n/a |
| Q3 2024 | 2 | 0 | 57.47K | $1.35M | n/a | n/a |
| Q2 2024 | 2 | n/a | 45.81K | $1.08M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 805.82K | +3.1% | $24.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 305.63K | +12.0% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 130.01K | +73.9% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 72.00K | -48.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 71.47K | -2.0% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 61.54K | +35.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 59.20K | -16.0% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 52.77K | +9.0% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 49.48K | -12.7% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 34.03K | +2.1% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 33.38K | +2.0% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 21.44K | -7.6% | $654,214 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Optiver Holding B.V. | 20.00K | 0.0% | $610,400 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Creative Planning | 16.34K | +3.0% | $498,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 16.07K | +1.0% | $497,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 15.37K | +3.5% | $469,062 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | D. E. Shaw & Co. ✦ | 14.90K | -21.9% | $454,717 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 12.37K | +62.0% | $366,370 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 10.36K | +6.2% | $316,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 9.11K | -37.5% | $278,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 9.10K | -8.3% | $277,720 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Cwm, Llc | 8.86K | +4.8% | $270,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 7.33K | -1.5% | $223,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 6.79K | 0.0% | $207,109 | 0.0% | Held | 2 | SEC ↗ |
| 25 | TD Waterhouse Canada Inc. | 5.84K | 0.0% | $180,045 | 0.0% | Held | 2 | SEC ↗ |
| 26 | UBS Group AG | 4.42K | +29.7% | $134,929 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Barclays Plc | 3.00K | 0.0% | $91,560 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.84K | -32.8% | $56,027 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 943 | +7.3% | $28,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 800 | -54.1% | $24,416 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 398 | 0.0% | $11,588 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 191 | -21.4% | $5,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 177 | 0.0% | $5,402 | 0.0% | Held | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $412,626 | 曾为 0.0% |
| Hrt Financial Lp | $410,000 | 曾为 0.0% |
| Mml Investors Services, Llc | $230,516 | 曾为 0.0% |
| HighTower Advisors, LLC | $206,788 | 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): 131 持有人, 2.43M 股份, $67.63M 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。
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