证券记录 · 已归档季度
EOD
名称等待档案录入
19被追踪持有人
0Δ持有人
5.25M持有股份
$30.61M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +3.1% · 净新建仓位 0.0% — 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -2 | 5.13M | $33.50M | — | −2 |
| Q1 2026 | 19 | 0 | 5.25M | $30.61M | +2 | −2 |
| Q4 2025 | 19 | 0 | 5.09M | $29.68M | — | — |
| Q3 2025 | 1 | — | 332.81K | $1.90M | — | — |
| Q1 2025 | 1 | +1 | 21.67K | $107,257 | +1 | — |
| Q2 2024 | 1 | — | 11.34K | $55,108 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.44M | +7.0% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.44M | +7.0% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.44M | +7.0% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 866.77K | +5.4% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Invesco Ltd. | 866.77K | +5.4% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 746.37K | +4.7% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 574.52K | -2.1% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Capstone Investment Advisors, Llc | 489.31K | 0.0% | $2.85M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 328.38K | -4.7% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 328.38K | -4.7% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 328.38K | -4.7% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 297.29K | -5.7% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 297.29K | -5.7% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 198.18K | -5.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 103.92K | +27.4% | $605,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 90.14K | +22.1% | $525,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 25.15K | +6.8% | $146,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 25.15K | +6.8% | $146,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 25.15K | +6.8% | $146,624 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.05K | -0.1% | $122,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 20.28K | -4.7% | $118,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 17.61K | 新增 | $102,672 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 17.45K | +6.1% | $101,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 10.00K | 0.0% | $58,300 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Cwm, Llc | 750 | 0.0% | $4,373 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 500 | 新增 | $2,915 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | — | $0 | 0.0% | Held | 2 | 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
| Susquehanna International… | $102,672 | 0.0% |
| Fifth Third Bancorp | $2,915 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $84,348 | 曾为 0.0% |
| Royal Bank Of Canada | $4,000 | 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): 65 持有人, 13.63M 股份, $77.99M 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: Q1 2026 ·
方法论 ·
通过API获取此数据