证券记录
DWX
名称等待档案录入
37被追踪持有人
-1Δ持有人
3.72M持有股份
$170.87M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 -2.6% ·
股份流向 +2.2% ·
净新建仓位 -5.4%
— 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 ✦ | 884.04K | +3.7% | $40.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 724.90K | +2.6% | $33.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 382.02K | -2.4% | $17.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 312.21K | -12.4% | $14.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 212.22K | +11.8% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 144.64K | +21.9% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Focus Partners Wealth | 138.58K | -7.0% | $6.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 119.07K | +56.4% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 98.77K | +21.0% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 98.67K | -6.2% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 97.17K | -6.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Envestnet Asset Management Inc | 84.13K | +47.7% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 67.91K | +0.5% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 65.73K | -4.1% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 45.76K | -0.9% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 42.77K | +7.5% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 29.22K | -5.7% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 19.76K | -11.8% | $908,058 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 18.96K | -33.1% | $871,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 18.32K | +0.1% | $845,594 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 17.07K | +49.0% | $784,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 15.59K | +247.4% | $716,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Creative Planning | 11.83K | +19.1% | $543,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.25K | +7.4% | $471,162 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Fifth Third Bancorp | 8.27K | 0.0% | $380,040 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Mariner, LLC | 8.22K | -2.6% | $377,919 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 8.14K | -73.8% | $374,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 7.67K | +39.7% | $352,602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 6.03K | -1.1% | $277,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 5.45K | -1.0% | $250,618 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cibc World Market Inc. | 4.55K | 新增 | $209,346 | 0.0% | New | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 4.05K | -6.9% | $185,774 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.21K | +0.3% | $147,554 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.99K | -15.9% | $91,599 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Qube Research & Technologies Ltd | 205 | +35.8% | $9,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 198 | 0.0% | $9,100 | 0.0% | Held | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 92 | 0.0% | $4,228 | 0.0% | Held | 2 | 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
| Cibc World Market Inc. | $209,346 | 0.0% |
已清仓
| HighTower Advisors, LLC | $750,158 | 曾为 0.0% |
| Citigroup Inc | $519,890 | 曾为 0.0% |
| Captrust Financial Advisors | $218,424 | 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): 136 持有人, 5.96M 股份, $253.77M 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