证券记录 · 已归档季度
EFAX
名称等待档案录入
27被追踪持有人
+1Δ持有人
1.31M持有股份
$64.98M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.8% ·
股份流向 +0.9% ·
净新建仓位 +3.7%
· 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
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/ | 234.63K | -16.1% | $11.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $8.28M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 3 | Cerity Partners LLC | 121.74K | +0.9% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Sei Investments Co | 120.31K | -2.5% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 119.77K | 0.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 109.55K | +51.7% | $5.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 96.00K | -17.7% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 74.73K | +3.2% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 73.40K | +23.9% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 52.95K | +167.4% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 30.88K | 新增 | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 18.17K | +20.1% | $904,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 18.54K | -0.3% | $892,529 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 16.36K | +25.0% | $814,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 10.05K | +14.1% | $500,075 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Raymond James Financial Inc | 8.87K | 新增 | $441,574 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 7.13K | -2.5% | $354,930 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Creative Planning | 6.90K | 0.0% | $343,301 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 5.95K | -26.9% | $296,256 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Envestnet Asset Management Inc | 5.93K | -29.1% | $295,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.79K | +40.6% | $89,105 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 1.70K | 0.0% | $84,801 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 1.67K | +0.2% | $83,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 1.61K | -96.6% | $80,123 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | TD Waterhouse Canada Inc. | 718 | 0.0% | $36,225 | 0.0% | Held | 2 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 300 | 0.0% | $14,922 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Cwm, Llc | 96 | 新增 | $4,778 | 0.0% | New | 1 | 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
| Mercer Global Advisors Inc… | $1.54M | 0.0% |
| Raymond James Financial Inc | $441,574 | 0.0% |
| Cwm, Llc | $4,778 | 0.0% |
已清仓
| Wealthfront Advisers LLC | $221,394 | 曾为 0.0% |
| Assetmark, Inc | $3,835 | 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): 88 持有人, 4.96M 股份, $173.62M 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