证券记录
EPU
名称等待档案录入
26被追踪持有人
-2Δ持有人
3.66M持有股份
$305.82M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.1% ·
股份流向 -4.8% ·
净新建仓位 -7.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | -2 | 3.66M | $305.82M | +1 | −3 |
| Q1 2026 | 29 | +7 | 3.85M | $310.64M | +7 | — |
| Q4 2025 | 22 | 0 | 1.94M | $140.01M | +1 | −1 |
| Q3 2025 | 3 | +1 | 195.39K | $12.02M | +1 | — |
| Q1 2025 | 1 | 0 | 9.84K | $431,965 | — | — |
| Q4 2024 | 1 | -1 | 20.86K | $826,148 | — | −1 |
| Q3 2024 | 2 | +1 | 21.26K | $918,136 | +1 | — |
| Q2 2024 | 1 | — | 7.82K | $314,478 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of Nova Scotia | 2.90M | 0.0% | $242.30M | 0.4% | Held | 3 | SEC ↗ |
| 2 | Jane Street Group, Llc | 142.12K | -50.2% | $11.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 138.39K | -12.7% | $11.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | UBS Group AG | 110.67K | -18.0% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 110.67K | -18.0% | $9.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 67.54K | -8.0% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 67.54K | -8.0% | $5.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 60.60K | -8.3% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 50.64K | -5.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.64K | -5.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Korea Investment CORP | 39.02K | 0.0% | $3.26M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 35.19K | 新增 | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 29.00K | -16.6% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 17.77K | +17.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 15.18K | +483.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 11.56K | -48.9% | $965,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Man Group plc | 7.62K | +156.4% | $635,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 6.97K | -4.5% | $582,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 6.16K | +146.0% | $513,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 6.16K | +146.0% | $513,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 5.50K | -9.1% | $459,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 4.19K | -25.2% | $349,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 4.19K | -25.2% | $349,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 4.00K | 0.0% | $334,167 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 3.04K | -10.6% | $253,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Focus Partners Wealth | 2.91K | 0.0% | $242,735 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 2.44K | -55.0% | $203,330 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 125 | -55.8% | $10,308 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 125 | -55.8% | $10,308 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 31 | 0.0% | $2,589 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Blair William & Co/Il | 28 | 0.0% | $2,338 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Zurcher Kantonalbank (Zurich… | 17 | 0.0% | $1,410 | 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
| Cetera Investment Advisers | $2.94M | 0.0% |
已清仓
| BlackRock | $1.52M | 曾为 0.0% |
| Qube Research & Technologies… | $73,769 | 曾为 0.0% |
| UBS AM, a distinct business… | $7,022 | 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): 63 持有人, 4.40M 股份, $350.38M 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