证券记录
EFT
名称等待档案录入
26被追踪持有人
-1Δ持有人
5.46M持有股份
$59.01M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -3.7% ·
股份流向 +15.0% ·
净新建仓位 -3.8%
— 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 | 26 | -1 | 5.46M | $59.01M | +2 | −3 |
| Q1 2026 | 28 | +3 | 4.75M | $51.00M | +4 | −1 |
| Q4 2025 | 25 | +2 | 4.24M | $47.91M | +2 | — |
| Q3 2025 | 1 | — | 1.00M | $11.83M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.10M | +52.4% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | +10.2% | $11.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | +10.2% | $11.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 911.07K | +8.5% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Loomis Sayles & Co L P | 596.16K | +30.1% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Loomis Sayles & Co L P | 596.16K | +30.1% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 520.41K | +2.3% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 520.41K | +2.3% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 218.29K | +25.4% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 210.22K | +59.4% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 138.07K | +7.3% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 132.17K | -0.2% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 95.93K | -6.8% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 94.82K | -12.1% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 94.82K | -12.1% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 79.05K | +15.9% | $853,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Balyasny Asset Management L.P. | 65.17K | -59.0% | $703,890 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 57.02K | -5.5% | $615,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 27.18K | +131.1% | $293,522 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 21.26K | -7.4% | $229,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Nomura Holdings Inc | 20.00K | +6.5% | $216,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 18.17K | +0.4% | $196,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 13.00K | -25.7% | $140,389 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 12.39K | +1.9% | $133,791 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 12.20K | +5.7% | $131,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 10.98K | -23.2% | $118,562 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 10.98K | -23.2% | $118,562 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.42K | +27.5% | $101,015 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 7.55K | 0.0% | $81,551 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 906 | 新增 | $9,785 | 0.0% | New | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 700 | 新增 | $7,532 | 0.0% | New | 1 | 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
| Bnp Paribas Financial Markets | $9,785 | 0.0% |
| National Bank Of Canada /Fi/ | $7,532 | 0.0% |
已清仓
| Hrt Financial Lp | $156,000 | 曾为 0.0% |
| Susquehanna International… | $127,505 | 曾为 0.0% |
| Russell Investments Group… | $32 | 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): 84 持有人, 9.11M 股份, $95.37M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 21
QUINTON KEITH
Other · 10.30K 股 · $110,210
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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