证券记录 · 已归档季度
EQL
名称等待档案录入
25被追踪持有人
+1Δ持有人
5.94M持有股份
$282.65M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 +4.2% ·
股份流向 +6.1% ·
净新建仓位 +4.0%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 48 | $2,409 | +1 | n/a |
| Q2 2026 | 25 | +1 | 6.61M | $333.47M | +1 | n/a |
| Q1 2026 | 25 | +1 | 5.94M | $282.65M | +1 | n/a |
| Q4 2025 | 24 | +1 | 5.60M | $259.89M | +1 | n/a |
| Q3 2025 | 4 | -1 | 771.99K | $35.53M | n/a | −1 |
| Q2 2025 | 3 | 0 | 26.66K | $1.17M | n/a | n/a |
| Q1 2025 | 2 | +1 | 23.50K | $2.96M | +1 | n/a |
| Q4 2024 | 1 | 0 | 15.61K | $1.96M | n/a | n/a |
| Q3 2024 | 1 | +1 | 7.41K | $944,985 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.67M | +8.4% | $79.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Ameriprise Financial Inc | 1.01M | +56.2% | $47.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 986.03K | -7.5% | $46.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 801.22K | -24.4% | $38.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 361.80K | +92.5% | $17.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 323.27K | +5.0% | $15.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 174.01K | -8.9% | $8.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 119.58K | +21.7% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 93.85K | +20.4% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 83.40K | -24.4% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 59.05K | +10.9% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 51.97K | +4.2% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 45.87K | -0.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 45.76K | +39.8% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 42.73K | -23.2% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 23.32K | -6.3% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 13.52K | +9.6% | $642,821 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 11.59K | +3.8% | $551,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 6.53K | -41.2% | $310,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 5.22K | -16.6% | $248,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 4.81K | -27.2% | $228,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 3.76K | 新增 | $178,921 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.75K | 0.0% | $174,994 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.42K | +15.6% | $162,599 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.85K | -36.4% | $87,751 | 0.0% | ▼ Trim | 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
| Fifth Third Bancorp | $178,921 | 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): 62 持有人, 6.64M 股份, $313.18M 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