证券记录
EOI
名称等待档案录入
26被追踪持有人
0Δ持有人
6.06M持有股份
$119.16M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -15.3% · 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 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 | 0 | 6.06M | $119.16M | +1 | −1 |
| Q1 2026 | 27 | +2 | 7.17M | $134.64M | +3 | −1 |
| Q4 2025 | 25 | 0 | 6.45M | $132.56M | — | — |
| Q3 2025 | 2 | — | 828.78K | $17.40M | — | — |
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 | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 490.84K | -66.7% | $9.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 374.21K | +5.3% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 217.01K | +8.2% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 72.07K | -3.4% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 48.98K | +19.6% | $962,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 48.05K | -10.5% | $944,600 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 47.65K | -4.3% | $936,883 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 46.70K | 0.0% | $918,063 | 0.0% | Held | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 44.69K | -6.1% | $878,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 43.60K | -3.0% | $857,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mariner, LLC | 12.36K | 新增 | $242,990 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $95,466 | 0.0% | Held | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.68K | +22.2% | $90,679 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.50K | 0.0% | $29,490 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.08K | +2664.1% | $20,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | 0.0% | $5,387 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 24 | 0.0% | $472 | 0.0% | Held | 3 | 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
| Mariner, LLC | $242,990 | 0.0% |
已清仓
| Jane Street Group, Llc | $213,434 | 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
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: Q2 2026 ·
方法论 ·
通过API获取此数据