证券记录 · 已归档季度
DSM
名称等待档案录入
21被追踪持有人
-2Δ持有人
2.33M持有股份
$14.02M报告持仓市值
+1新建仓位
−3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 -9.5%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +2 | 2.45M | $15.10M | +3 | −1 |
| Q1 2026 | 21 | -2 | 2.33M | $14.02M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.46M | $15.17M | n/a | −1 |
| Q3 2025 | 2 | 0 | 444.73K | $2.63M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.97K | $83,843 | n/a | n/a |
| Q1 2025 | 1 | 0 | 48.33K | $278,887 | n/a | n/a |
| Q4 2024 | 1 | 0 | 13.70K | $79,591 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.01K | $105,972 | n/a | n/a |
| Q2 2024 | 1 | n/a | 87.17K | $517,808 | 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 | LPL Financial LLC | 573.73K | -1.6% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 407.94K | +0.8% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 281.32K | -22.4% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 192.08K | -1.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Capstone Investment Advisors, Llc | 187.56K | 0.0% | $1.13M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Nuveen, LLC | 136.10K | 0.0% | $817,955 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 103.84K | +0.4% | $624,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 92.52K | -18.0% | $556,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 70.37K | 新增 | $422,935 | 0.0% | New | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 62.44K | +31.1% | $375,251 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 61.46K | +1.2% | $369,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 30.46K | -28.2% | $183,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 23.29K | +0.1% | $139,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 22.56K | -12.3% | $135,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 20.91K | +3.3% | $125,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 18.90K | +0.1% | $113,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 13.04K | -18.5% | $78,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 12.55K | -42.7% | $75,437 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 11.59K | -2.2% | $69,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.00K | 0.0% | $60,100 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Citigroup Inc | 1 | 0.0% | $6 | 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
| Bank of New York Mellon Corp | $422,935 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $452,589 | 曾为 0.0% |
| Royal Bank Of Canada | $16,000 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $3,085 | 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): 87 持有人, 25.33M 股份, $134.27M 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。
公开市场买入 (P)
Oct 21
Saba Capital Management…
10% owner · 20.57K 股 @ 5.32 · $109,459
Oct 20
BANK OF AMERICA CORP /DE/
10% owner · 161 股 @ 5.29 · $852
Oct 20
BANK OF AMERICA CORP /DE/
10% owner · 39 股 @ 5.32 · $207
Oct 20
Saba Capital Management…
10% owner · 14.57K 股 @ 5.32 · $77,528
Oct 19
Saba Capital Management…
10% owner · 69.08K 股 @ 5.29 · $365,433
Oct 16
Saba Capital Management…
10% owner · 48.13K 股 @ 5.26 · $253,190
Oct 16
Saba Capital Management…
10% owner · 90.51K 股 @ 5.28 · $477,877
Oct 15
Saba Capital Management…
10% owner · 13.76K 股 @ 5.24 · $72,113
公开市场卖出 (S)
Oct 20
BANK OF AMERICA CORP /DE/
10% owner · 39 股 · $206
Oct 20
BANK OF AMERICA CORP /DE/
10% owner · 161 股 · $856
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
Oct 02
SC 13G: SIT INVESTMENT ASSOCIATES INC
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