证券记录 · 已归档季度
ETO
名称等待档案录入
24被追踪持有人
-2Δ持有人
1.10M持有股份
$29.37M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 -7.7% ·
股份流向 -5.6% ·
净新建仓位 -8.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | Morgan Stanley ✦ | 171.58K | +3.7% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | First Trust Advisors Lp | 130.35K | +11.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 124.93K | -2.9% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 99.86K | +22.3% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 90.79K | -1.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 65.87K | +4.8% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 56.81K | -3.8% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 54.09K | -15.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Wealth Enhancement Advisory… | 45.90K | -36.0% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 42.40K | -3.6% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 33.47K | +9.8% | $892,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 27.49K | -10.4% | $732,662 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 27.00K | +7.1% | $719,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 24.47K | -11.7% | $652,166 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 22.51K | +0.5% | $599,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 22.25K | +71.9% | $593,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 18.32K | -9.3% | $488,194 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 14.06K | -20.2% | $374,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 11.14K | -48.9% | $297,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 10.17K | -71.0% | $270,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 5.21K | 新增 | $138,740 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.95K | 0.0% | $52,047 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 754 | +18.7% | $20,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 225 | 0.0% | $5,996 | 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
| Fifth Third Bancorp | $138,740 | 0.0% |
已清仓
| Invesco Ltd. | $641,903 | 曾为 0.0% |
| Two Sigma Investments | $364,048 | 曾为 0.0% |
| Jones Financial Companies Lllp | $0 | 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): 66 持有人, 3.12M 股份, $82.58M 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