证券记录
EFAA
名称等待档案录入
24被追踪持有人
+2Δ持有人
6.02M持有股份
$335.58M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 +9.1% ·
股份流向 +30.0% ·
净新建仓位 +8.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 6.02M | $335.58M | +3 | −1 |
| Q1 2026 | 23 | +4 | 4.14M | $218.11M | +5 | −1 |
| Q4 2025 | 19 | +1 | 3.13M | $169.28M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.66M | +253.5% | $92.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.66M | +253.5% | $92.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 1.49M | +7.5% | $83.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 814.16K | +14.9% | $45.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 663.33K | +34.9% | $36.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 663.33K | +34.9% | $36.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 313.05K | +21.8% | $17.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 191.66K | +29.7% | $10.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 126.09K | +24.4% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 120.11K | +17.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 92.46K | -39.5% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 84.07K | +24.0% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 77.64K | +7764200.0% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 77.64K | +7764200.0% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 75.39K | +16.9% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 62.54K | +41.9% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 59.29K | +25.3% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 52.24K | +198.0% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 46.05K | +108.7% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 32.74K | 新增 | $1.83M | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 31.75K | -12.4% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 31.75K | -12.4% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 13.82K | 新增 | $770,748 | 0.0% | New | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 5.83K | -62.4% | $324,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 5.02K | +1155.5% | $280,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 4.00K | 0.0% | $223,040 | 0.0% | Held | 3 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 412 | 新增 | $22,973 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 82 | +1.2% | $4,588 | 0.0% | ▲ Add | 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
| Citadel Advisors | $1.83M | 0.0% |
| Truist Financial Corp | $770,748 | 0.0% |
| BlackRock | $22,973 | 0.0% |
已清仓
| Hrt Financial Lp | $229,000 | 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): 60 持有人, 5.84M 股份, $305.41M 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