证券记录 · 已归档季度
EOS
名称等待档案录入
32被追踪持有人
+1Δ持有人
7.11M持有股份
$145.53M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 -6.6% ·
净新建仓位 +3.1%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 33 | +2 | 7.57M | $166.76M | +3 | −1 |
| Q1 2026 | 32 | +1 | 7.11M | $145.53M | +1 | — |
| Q4 2025 | 31 | +1 | 7.62M | $178.30M | +1 | — |
| Q3 2025 | 2 | — | 1.25M | $30.03M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.13M | -5.8% | $23.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 769.23K | +6.9% | $15.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 769.23K | +6.9% | $15.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 723.01K | -0.8% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 723.01K | -0.8% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 699.48K | +2.2% | $14.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 699.48K | +2.2% | $14.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 428.14K | -2.7% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 428.14K | -2.7% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 412.73K | +0.8% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 349.04K | -7.7% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 300.15K | -53.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 300.15K | -53.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 124.20K | +4.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 124.20K | +4.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 120.93K | +0.9% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 113.94K | -33.4% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 75.38K | +50.0% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 37.72K | -30.2% | $771,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 34.41K | -52.7% | $704,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 31.82K | +15.5% | $650,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 23.99K | +21.8% | $490,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 22.42K | +2.8% | $458,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 21.45K | +50.2% | $438,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 21.45K | +50.2% | $438,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 20.23K | -8.9% | $413,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 16.50K | -3.3% | $342,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 12.61K | +0.2% | $257,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mariner, LLC | 10.71K | 0.0% | $219,213 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 10.60K | 0.0% | $216,876 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 9.84K | 0.0% | $201,224 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 9.84K | 0.0% | $201,224 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 7.43K | +12.0% | $152,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 5.70K | +321.7% | $116,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cwm, Llc | 2.06K | -89.3% | $42,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 917 | 新增 | $18,762 | 0.0% | New | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 316 | -27.9% | $6,146 | 0.0% | ▼ Trim | 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
| UBS AM, a distinct business… | $18,762 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 123 持有人, 11.00M 股份, $221.25M 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)
Aug 21
QUINTON KEITH
Other · 5.00K 股 @ 21.39 · $106,950
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
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: Q1 2026 ·
方法论 ·
通过API获取此数据