证券记录 · 已归档季度
EIPI
名称等待档案录入
31被追踪持有人
+4Δ持有人
8.45M持有股份
$184.52M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +14.8% ·
股份流向 +10.0% ·
净新建仓位 +9.7%
· 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 89.20K | $1.97M | n/a | n/a |
| Q2 2026 | 31 | +4 | 8.45M | $184.52M | +5 | −2 |
| Q1 2026 | 29 | +4 | 7.71M | $173.28M | +6 | −2 |
| Q4 2025 | 24 | +1 | 6.91M | $137.28M | +1 | n/a |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | n/a | n/a |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | n/a | n/a |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.03K | $372,193 | n/a | n/a |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.77M | +0.7% | $60.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.28M | +0.1% | $28.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 917.04K | +13.5% | $20.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 886.81K | -0.6% | $19.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 683.57K | +2.5% | $14.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 444.16K | +247.3% | $9.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 319.99K | +13.6% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 275.48K | +20.9% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 147.89K | -15.7% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 103.84K | -8.7% | $2.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 87.97K | 新增 | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 85.69K | +4.3% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 77.67K | +87.9% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 73.42K | +2.5% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 73.13K | +415.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 50.00K | +191.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Chevy Chase Trust Holdings, LLC | 48.45K | 新增 | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 43.94K | +14.9% | $959,562 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 20.01K | -1.0% | $436,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mariner, LLC | 16.58K | +1.6% | $362,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 14.43K | 0.0% | $315,217 | 0.0% | Held | 5 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 12.25K | -6.7% | $267,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 9.97K | +10.4% | $217,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.51K | +883.1% | $33,141 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 1.06K | -12.3% | $23,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 572 | -47.4% | $12,492 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 490 | 0.0% | $10,702 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Simplex Trading, Llc | 120 | 新增 | $2,620 | 0.0% | New | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 100 | -82.5% | $2,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 26 | 新增 | $568 | 0.0% | New | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 4 | 新增 | $87 | 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
| Envestnet Asset Management Inc | $1.92M | 0.0% |
| Chevy Chase Trust Holdings… | $1.06M | 0.0% |
| Simplex Trading, Llc | $2,620 | 0.0% |
| BlackRock | $568 | 0.0% |
| Russell Investments Group… | $87 | 0.0% |
已清仓
| HighTower Advisors, LLC | $562,129 | 曾为 0.0% |
| Jane Street Group, Llc | $269,565 | 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): 151 持有人, 16.91M 股份, $372.15M 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: Q2 2026 ·
方法论 ·
通过API获取此数据