证券记录 · 已归档季度
ECAT
名称等待档案录入
24被追踪持有人
-2Δ持有人
9.39M持有股份
$147.68M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 +4.3% ·
净新建仓位 -8.3%
— 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
| 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 | — | −2 |
| Q1 2026 | 27 | 0 | 9.01M | $122.33M | +3 | −3 |
| Q4 2025 | 27 | 0 | 8.86M | $136.31M | — | — |
| Q3 2025 | 3 | -1 | 3.63M | $59.58M | — | −1 |
| Q2 2025 | 3 | 0 | 1.32M | $21.28M | — | — |
| Q1 2025 | 2 | 0 | 105.65K | $1.67M | — | — |
| Q4 2024 | 2 | 0 | 105.65K | $1.73M | — | — |
| Q3 2024 | 2 | 0 | 140.57K | $2.49M | — | — |
| Q2 2024 | 2 | — | 221.24K | $3.88M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.16M | -2.0% | $33.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.25M | +2.5% | $19.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.25M | +2.5% | $19.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 1.23M | -0.4% | $19.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 1.23M | -0.4% | $19.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Invesco Ltd. | 994.94K | -4.9% | $15.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 994.94K | -4.9% | $15.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 813.49K | +26.6% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 786.47K | +0.1% | $12.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 786.47K | +0.1% | $12.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 646.89K | +65.2% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 646.89K | +65.2% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 646.89K | +65.2% | $10.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 269.32K | -3.0% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 255.32K | +10.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 255.32K | +10.8% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 179.85K | -26.4% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 179.85K | -26.4% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 179.85K | -26.4% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 152.74K | +0.1% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 152.74K | +0.1% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 152.74K | +0.1% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 102.96K | +123.8% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 102.96K | +123.8% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 98.45K | 0.0% | $1.55M | 0.0% | Held | 9 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 86.12K | +25.5% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 82.54K | +3.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 82.48K | +13.3% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 66.97K | -1.1% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 61.79K | +132.1% | $971,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 20.20K | +5.0% | $317,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 18.01K | 0.0% | $283,133 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 14.76K | +75.0% | $231,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Creative Planning | 13.19K | -9.4% | $207,309 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $47,160 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 852 | +99.5% | $13,393 | 0.0% | ▲ Add | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Franklin Resources Inc | $504,321 | 曾为 0.0% |
| Goldman Sachs Group | $198,024 | 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。
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。
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)
Aug 24
Saba Capital Management…
10% owner · 66.50K 股 · $1.02M
Aug 20
Saba Capital Management…
10% owner · 30.24K 股 · $457,818
Aug 19
Saba Capital Management…
10% owner · 69.76K 股 · $1.06M
Aug 18
Saba Capital Management…
10% owner · 104.31K 股 · $1.59M
Aug 17
Saba Capital Management…
10% owner · 68.26K 股 · $1.05M
Aug 14
Saba Capital Management…
10% owner · 45.05K 股 · $698,726
Aug 13
Saba Capital Management…
10% owner · 190.53K 股 · $3.01M
Aug 12
Saba Capital Management…
10% owner · 153.69K 股 · $2.43M
Aug 11
Saba Capital Management…
10% owner · 120.38K 股 · $1.91M
Aug 10
Saba Capital Management…
10% owner · 205.88K 股 · $3.25M
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
Aug 13
SC 13D/A — Saba Capital Management, L.P.
14.8% 占股份类别 · 查看 SEC 原始申报文件 ↗
Aug 03
SC 13D/A — Saba Capital Management, L.P.
15.9% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jul 22
SC 13D/A — Saba Capital Management, L.P.
17.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 29
SC 13D/A — Saba Capital Management, L.P.
18.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 03
SC 13D/A — Saba Capital Management, L.P.
19.1% 占股份类别 · 查看 SEC 原始申报文件 ↗
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