证券记录
ESG
名称等待档案录入
17被追踪持有人
+1Δ持有人
133.15K持有股份
$23.41M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -14.5% ·
净新建仓位 0.0%
— 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 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 | 17 | +1 | 133.15K | $23.41M | +2 | −2 |
| Q1 2026 | 17 | -1 | 157.58K | $23.91M | +1 | −2 |
| Q4 2025 | 18 | -1 | 126.97K | $20.10M | — | −1 |
| Q3 2025 | 6 | +1 | 42.45K | $6.55M | +1 | — |
| Q2 2025 | 2 | 0 | 4.25K | $623,397 | — | — |
| Q1 2025 | 1 | 0 | 6.01K | $807,040 | — | — |
| Q4 2024 | 1 | 0 | 4.69K | $645,791 | — | — |
| Q3 2024 | 1 | -1 | 8.11K | $1.10M | — | −1 |
| Q2 2024 | 2 | — | 5.71K | $732,664 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 55.00K | +0.1% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Susquehanna International Group, Llp | 22.64K | +19.1% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 13.77K | -3.2% | $2.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 7.86K | -42.2% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 5.63K | -7.5% | $989,170 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.67K | -1.9% | $820,060 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 4.40K | -4.7% | $773,950 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 3.63K | -1.5% | $637,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 3.55K | 0.0% | $624,293 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 3.53K | +92.5% | $620,796 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 3.46K | +5.5% | $607,897 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 2.78K | -79.2% | $489,048 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 2.14K | 0.0% | $376,191 | 0.0% | Held | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 72 | 0.0% | $12,614 | 0.0% | Held | 4 | SEC ↗ |
| 15 | UBS Group AG | 22 | 新增 | $3,867 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 4 | 新增 | $703 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 3 | — | $511 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"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 Group AG | $3,867 | 0.0% |
| Northwestern Mutual Wealth… | $703 | 0.0% |
已清仓
| Northern Trust Corp | $1.60M | 曾为 0.0% |
| HighTower Advisors, LLC | $273,132 | 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): 50 持有人, 308.45K 股份, $41.02M 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