证券记录 · 已归档季度
EOI
名称等待档案录入
27被追踪持有人
+2Δ持有人
7.17M持有股份
$134.64M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 +8.0% ·
股份流向 +11.1% ·
净新建仓位 +7.4%
· 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 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 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 1.47M | +88.8% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 569.31K | -4.4% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 355.21K | +37.1% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 200.60K | +5.8% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 74.64K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 53.69K | -19.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 49.80K | -0.5% | $935,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 47.61K | +17.8% | $894,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 46.70K | -51.0% | $876,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 44.97K | +0.3% | $844,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 40.95K | +2.0% | $769,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 11.37K | 新增 | $213,434 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 10.05K | +0.6% | $188,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $91,193 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.83K | 0.0% | $69,402 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.50K | 新增 | $28,170 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 274 | 0.0% | $5,146 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 39 | 新增 | $706 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 24 | 0.0% | $451 | 0.0% | Held | 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
| Jane Street Group, Llc | $213,434 | 0.0% |
| Fifth Third Bancorp | $28,170 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
已清仓
| Mariner, LLC | $222,070 | 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): 81 持有人, 9.57M 股份, $169.82M 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