证券记录 · 已归档季度
EQAL
名称等待档案录入
33被追踪持有人
+1Δ持有人
6.05M持有股份
$333.08M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.1% ·
股份流向 +4.1% ·
净新建仓位 +3.0%
· 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 | Stifel Financial Corp | 4.64M | -0.3% | $255.75M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 398.93K | +53.9% | $21.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 225.59K | +11.4% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 197.25K | +26.9% | $10.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 128.46K | +65.7% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Pnc Financial Services Group, Inc. | 128.29K | -5.8% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | Envestnet Asset Management Inc | 41.86K | +17.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 38.43K | +8.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 34.09K | -0.3% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 24.54K | +18.0% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 23.94K | 0.0% | $1.32M | 0.0% | Held | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 20.05K | +3.3% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 17.30K | -3.1% | $953,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 14.70K | -0.7% | $809,825 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 14.65K | +61.9% | $807,102 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 11.79K | +106.1% | $639,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 10.08K | +0.2% | $555,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 9.50K | 0.0% | $528,921 | 0.0% | Held | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 8.51K | +0.3% | $468,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 8.45K | -16.8% | $465,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 7.78K | -53.5% | $428,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 7.23K | -1.5% | $398,464 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 6.27K | 新增 | $345,642 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 6.13K | -29.6% | $338,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 5.40K | +9.3% | $297,760 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 5.02K | -42.1% | $276,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 4.12K | 0.0% | $227,012 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.70K | 新增 | $199,726 | 0.0% | New | 1 | SEC ↗ |
| 29 | Blair William & Co/Il | 982 | 0.0% | $54,108 | 0.0% | Held | 2 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 300 | 0.0% | $16,530 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 85 | n/a | $4,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Simplex Trading, Llc | 66 | 新增 | $3,636 | 0.0% | New | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 30 | 0.0% | $1,653 | 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
| Susquehanna International… | $345,642 | 0.0% |
| JPMorgan Chase | $199,726 | 0.0% |
| Simplex Trading, Llc | $3,636 | 0.0% |
已清仓
| Two Sigma Investments | $510,608 | 曾为 0.0% |
| Citigroup Inc | $124,652 | 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): 86 持有人, 7.05M 股份, $380.96M 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