证券记录 · 已归档季度
ETV
名称等待档案录入
37被追踪持有人
-1Δ持有人
12.13M持有股份
$165.84M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 +3.0% ·
净新建仓位 -2.7%
· 公式
集中增持：持股数量上升，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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.31K | $214,461 | n/a | n/a |
| Q2 2026 | 35 | -1 | 12.07M | $179.64M | +2 | −3 |
| Q1 2026 | 37 | -1 | 12.13M | $165.84M | +1 | −2 |
| Q4 2025 | 37 | 0 | 11.77M | $168.96M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.91M | $27.26M | +1 | −1 |
| Q2 2025 | 2 | +1 | 45.43K | $630,151 | +2 | −1 |
| Q1 2025 | 1 | +1 | 17.15K | $226,525 | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.62K | $336,596 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.80M | -0.5% | $24.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.72M | -4.4% | $23.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 1.48M | -2.3% | $20.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.15M | +4.0% | $15.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 719.81K | +2.6% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 525.84K | +3.8% | $7.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 467.76K | +54.6% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 452.78K | +3.7% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 436.54K | +0.1% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 430.54K | -1.7% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 399.18K | -13.9% | $5.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 362.46K | -21.9% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 340.07K | +181.8% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 317.45K | -0.2% | $4.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Franklin Resources Inc | 297.69K | +1.4% | $4.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 267.09K | +6.0% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 241.94K | +590.5% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 127.70K | +4.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 99.31K | -5.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mariner, LLC | 97.66K | -20.1% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 78.64K | +2.9% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 59.21K | -3.0% | $809,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 47.94K | +0.3% | $655,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 37.07K | +944.2% | $506,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 32.81K | 0.0% | $448,576 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 31.45K | +12.2% | $429,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 27.18K | -36.9% | $371,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 17.68K | 0.0% | $241,699 | 0.0% | Held | 2 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 17.16K | n/a | $234,605 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 11.97K | -7.0% | $163,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 10.16K | -78.3% | $138,832 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 9.85K | +0.2% | $134,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 3.86K | +349.6% | $52,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.08K | 0.0% | $42,035 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.63K | 新增 | $21,686 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 713 | +11.8% | $9,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 336 | 0.0% | $4,593 | 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
| Jones Financial Companies Lllp | $21,686 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $259,599 | 曾为 0.0% |
| Susquehanna International… | $146,199 | 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): 178 持有人, 21.94M 股份, $290.49M 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