证券记录 · 已归档季度
DTH
名称等待档案录入
31被追踪持有人
+2Δ持有人
5.12M持有股份
$277.03M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.9% ·
股份流向 +16.7% ·
净新建仓位 +6.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 1 | 0 | 4.19K | $230,284 | n/a | n/a |
| Q2 2026 | 32 | +3 | 5.07M | $274.22M | +4 | −2 |
| Q1 2026 | 31 | +2 | 5.12M | $277.03M | +3 | −1 |
| Q4 2025 | 29 | -1 | 4.39M | $226.58M | n/a | −1 |
| Q3 2025 | 4 | +1 | 905.24K | $44.49M | +1 | n/a |
| Q2 2025 | 1 | n/a | 2.56K | $118,823 | n/a | n/a |
| Q4 2024 | 1 | +1 | 220.21K | $8.32M | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.87K | $455,504 | 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/ | 1.59M | +12.3% | $86.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 961.13K | +16.3% | $51.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 913.70K | +17.1% | $49.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 325.69K | -18.4% | $17.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 161.56K | +72.2% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 161.16K | +654.3% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 126.09K | +57.1% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 122.38K | +16.8% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 96.03K | +3.1% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 83.60K | +25.8% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 72.42K | 新增 | $3.92M | 0.0% | New | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 70.61K | +2.9% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 68.22K | +10.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 55.72K | +38.6% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 47.72K | +7.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Rockefeller Capital Management L.P. | 43.27K | -4.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 39.86K | +5.5% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 37.44K | -0.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 35.45K | +24.3% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 27.95K | 新增 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 27.88K | -68.4% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 12.63K | -35.6% | $683,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 11.85K | 新增 | $641,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 10.27K | -7.8% | $554,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 6.10K | -18.4% | $329,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 5.90K | -0.3% | $318,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.86K | +33.3% | $154,469 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Northwestern Mutual Wealth… | 2.68K | -5.3% | $144,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 2.54K | -7.0% | $137,280 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Blair William & Co/Il | 468 | 0.0% | $25,314 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 156 | 0.0% | $8,438 | 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
| Jane Street Group, Llc | $3.92M | 0.0% |
| Fifth Third Bancorp | $1.51M | 0.0% |
| Hrt Financial Lp | $641,000 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $212,553 | 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): 108 持有人, 7.96M 股份, $417.38M 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