证券记录 · 已归档季度
EFSI
名称等待档案录入
38被追踪持有人
+2Δ持有人
1.36M持有股份
$47.93M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 +5.6% ·
股份流向 -7.1% ·
净新建仓位 +5.3%
· 公式
持有人分散化：持有人数增多，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 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 | BlackRock ✦ (被动) | 280.53K | -0.9% | $9.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Wellington Management ✦ | 280.40K | -12.2% | $9.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 243.74K | n/a | $8.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Alliancebernstein L.P. | 103.72K | -15.9% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (被动) | 103.21K | -2.5% | $3.61M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (被动) | 84.61K | -0.5% | $2.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Northern Trust Corp | 33.84K | +5.3% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 28.08K | -12.1% | $982,276 | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 9 | Dimensional Fund Advisors Lp | 24.09K | +53.2% | $842,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 19.73K | 新增 | $690,295 | 0.0% | New | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 16.41K | -11.2% | $574,127 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 14.82K | -5.2% | $518,506 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Barclays Plc | 12.65K | -32.4% | $442,392 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Charles Schwab Investment… | 12.55K | -9.9% | $438,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 11.11K | -27.0% | $388,528 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 16 | Commonwealth Equity Services, Llc | 11.02K | 0.0% | $385,340 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 10.37K | +11.7% | $362,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 9.40K | -87.1% | $328,777 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Millennium Management ✦ | 7.88K | +26.1% | $275,747 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Marshall Wace ✦ | 7.74K | 新增 | $270,815 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 7.42K | +46.6% | $259,482 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 7.36K | -31.7% | $257,417 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 7.36K | 新增 | $257,313 | 0.0% | New | 1 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 4.08K | +73.5% | $142,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rhumbline Advisers | 3.31K | -1.6% | $115,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | New York State Common Retirement… | 2.40K | 0.0% | $83,952 | 0.0% | Held | 2 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.23K | +6.3% | $78,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.91K | -18.2% | $65,559 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Bnp Paribas Financial Markets | 861 | 0.0% | $30,118 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cwm, Llc | 809 | -27.6% | $28,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 796 | +7.9% | $27,844 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Legal & General Group Plc | 415 | 0.0% | $14,517 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 334 | -23.7% | $12,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | California State Teachers… | 248 | -11.7% | $8,675 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citigroup Inc | 214 | +105.8% | $7,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | UBS AM, a distinct business unit of… | 172 | +57.8% | $6,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 109 | -59.8% | $3,813 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 13 | +160.0% | $455 | 0.0% | ▲ Add | 2 | 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
| Goldman Sachs Group | $690,295 | 0.0% |
| Marshall Wace | $270,815 | 0.0% |
| Mariner, LLC | $257,313 | 0.0% |
已清仓
| Nuveen, LLC | $238,730 | 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): 74 持有人, 2.43M 股份, $85.21M 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