证券记录
EFAX
名称等待档案录入
26被追踪持有人
+1Δ持有人
1.18M持有股份
$64.08M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 -8.1% ·
净新建仓位 0.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | Bank Of America Corp /De/ | 254.53K | +8.5% | $13.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Rockefeller Capital Management L.P. | 166.46K | 0.0% | $9.01M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 122.39K | +2.2% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 121.86K | +0.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Sei Investments Co | 121.42K | +0.9% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 73.58K | -1.5% | $3.98M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mariner, LLC | 61.23K | -16.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 60.85K | +97.0% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 56.09K | -41.6% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 52.62K | -0.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 18.34K | -1.1% | $988,710 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 16.18K | -1.1% | $876,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 10.05K | 0.0% | $543,838 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 8.46K | -4.7% | $457,757 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 7.18K | +0.6% | $388,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 7.02K | +1.7% | $379,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 5.66K | -94.8% | $306,164 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 4.21K | 新增 | $228,067 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 3.79K | -36.1% | $205,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 3.75K | -36.9% | $203,231 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 3.66K | +104.5% | $198,081 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 1.82K | +9.0% | $98,564 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.70K | 0.0% | $92,223 | 0.0% | Held | 4 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 479 | -33.3% | $25,768 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 392 | -75.7% | $21,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 300 | 0.0% | $16,239 | 0.0% | Held | 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
| Wealthfront Advisers LLC | $228,067 | 0.0% |
已清仓
| HighTower Advisors, LLC | $904,198 | 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
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