证券记录
EFIV
名称等待档案录入
28被追踪持有人
-2Δ持有人
1.14M持有股份
$83.48M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 -6.7% ·
股份流向 +1.2% ·
净新建仓位 -7.1%
— 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 | 28 | -2 | 1.14M | $83.48M | — | −2 |
| Q1 2026 | 31 | +3 | 1.14M | $71.90M | +4 | −1 |
| Q4 2025 | 28 | -2 | 1.04M | $69.10M | — | −2 |
| Q3 2025 | 6 | +1 | 147.77K | $9.40M | +1 | — |
| Q2 2025 | 2 | -1 | 131.24K | $7.68M | — | −1 |
| Q1 2025 | 2 | 0 | 61.73K | $3.30M | — | — |
| Q4 2024 | 2 | +1 | 200.39K | $11.32M | +1 | — |
| Q3 2024 | 1 | 0 | 121.60K | $6.78M | +1 | −1 |
| Q2 2024 | 1 | — | 10.88K | $577,781 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 346.41K | +7.5% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Principal Financial Group Inc | 195.48K | +5.1% | $14.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 94.18K | -4.1% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 70.13K | +10.3% | $5.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 53.17K | -0.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 53.17K | -0.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 53.17K | -0.1% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 53.05K | +14.2% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 53.05K | +14.2% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 53.05K | +14.2% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 51.57K | +14.2% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 39.90K | +32.5% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 39.90K | +32.5% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 34.20K | -40.6% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 34.20K | -40.6% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 29.78K | +31.3% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Creative Planning | 25.24K | -1.1% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 23.70K | -2.3% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 22.52K | +5.4% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 22.52K | +5.4% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 22.52K | +5.4% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 16.80K | -20.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 16.80K | -20.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 16.80K | -20.9% | $1.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Corient Private Wealth LP | 15.89K | 0.0% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 15.19K | -15.6% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 14.79K | +2.3% | $1.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.11K | +185.5% | $882,964 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 7.16K | -49.1% | $522,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 7.16K | -49.1% | $522,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 5.91K | -55.3% | $431,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 4.97K | +1.4% | $362,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 3.21K | +0.2% | $233,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 3.18K | 0.0% | $231,699 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | UBS Group AG | 2.38K | +410.3% | $173,792 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.91K | 0.0% | $139,369 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 1.06K | +8.1% | $77,505 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Us Bancorp \De\ | 672 | 0.0% | $49,009 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 175 | -86.1% | $13,000 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $1.00M | 曾为 0.0% |
| Jones Financial Companies Lllp | $66,298 | 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): 129 持有人, 5.56M 股份, $265.94M 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。
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