ECAT
名称等待档案录入
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.7% · 净新建仓位 0.0% · 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -2 | 9.39M | $147.68M | n/a | −2 |
| Q1 2026 | 27 | 0 | 9.01M | $122.33M | +3 | −3 |
| Q4 2025 | 27 | 0 | 8.86M | $136.31M | n/a | n/a |
| Q3 2025 | 3 | -1 | 3.63M | $59.58M | n/a | −1 |
| Q2 2025 | 3 | 0 | 1.32M | $21.28M | n/a | n/a |
| Q1 2025 | 2 | 0 | 105.65K | $1.67M | n/a | n/a |
| Q4 2024 | 2 | 0 | 105.65K | $1.73M | n/a | n/a |
| Q3 2024 | 2 | 0 | 140.57K | $2.49M | n/a | n/a |
| Q2 2024 | 2 | n/a | 221.24K | $3.88M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.20M | +1.7% | $29.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (被动) | 1.23M | +0.4% | $16.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 1.22M | +0.8% | $16.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.05M | +0.4% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 785.90K | +0.5% | $10.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 642.59K | +15.0% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 391.49K | -30.7% | $5.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 277.65K | +18.9% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 244.43K | +20.7% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 230.52K | -2.3% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 152.53K | +36.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 98.45K | 0.0% | $1.34M | 0.0% | Held | 8 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 79.44K | +13.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 72.79K | -13.5% | $988,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 68.64K | +12.2% | $932,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 67.69K | +11.7% | $919,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 46.00K | +169.5% | $624,680 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Franklin Resources Inc | 37.14K | 新增 | $504,321 | 0.0% | New | 1 | SEC ↗ ×3 |
| 19 | Rockefeller Capital Management L.P. | 26.62K | +103.9% | $361,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 19.24K | -46.3% | $261,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 18.01K | -25.0% | $244,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 14.58K | 新增 | $198,024 | 0.0% | New | 1 | SEC ↗ |
| 23 | Creative Planning | 14.56K | +11.6% | $197,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 8.43K | 新增 | $114,480 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $40,740 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 628 | 0.0% | $8,528 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 427 | 0.0% | $5,799 | 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
| Franklin Resources Inc | $504,321 | 0.0% |
| Goldman Sachs Group | $198,024 | 0.0% |
| Fifth Third Bancorp | $114,480 | 0.0% |
已清仓
| Hrt Financial Lp | $380,000 | 曾为 0.0% |
| Focus Partners Wealth | $264,953 | 曾为 0.0% |
| Jones Financial Companies Lllp | $46 | 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, 36.86M 股份, $467.94M 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。
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)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
10% owner · 46.60K 股 · $639,407
10% owner · 26.89K 股 · $376,177
10% owner · 6.91K 股 · $96,767
10% owner · 36.72K 股 · $520,294
10% owner · 47.93K 股 · $675,334
10% owner · 25.20K 股 · $355,376
10% owner · 9.25K 股 · $131,193
10% owner · 900 股 · $12,654
10% owner · 2.48K 股 · $34,422
10% owner · 24.02K 股 · $337,537
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
12.7% 占股份类别 · 查看 SEC 原始申报文件 ↗
13.7% 占股份类别 · 查看 SEC 原始申报文件 ↗
14.8% 占股份类别 · 查看 SEC 原始申报文件 ↗
15.9% 占股份类别 · 查看 SEC 原始申报文件 ↗
17.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
18.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
19.1% 占股份类别 · 查看 SEC 原始申报文件 ↗