证券记录
EVSM
名称等待档案录入
19被追踪持有人
-1Δ持有人
6.15M持有股份
$309.23M报告持仓市值
+4新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 +9.6% ·
净新建仓位 -10.5%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.55M | +0.9% | $178.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 898.05K | +7.5% | $45.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 735.10K | +35.4% | $36.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 313.01K | +8.9% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 124.11K | +15.7% | $6.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 97.40K | 新增 | $4.90M | 0.0% | New | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 86.72K | +45.6% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 70.97K | +36.5% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 68.42K | +54.7% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.36K | +521.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 43.60K | +136.7% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 38.95K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 33.05K | -18.7% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 17.27K | -51.0% | $868,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 9.34K | +200.9% | $471,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 8.45K | +3.7% | $425,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.50K | 新增 | $75,602 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 772 | 新增 | $38,839 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 526 | -62.6% | $26,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"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
| Rockefeller Capital… | $4.90M | 0.0% |
| Wells Fargo & Company/Mn | $1.96M | 0.0% |
| JPMorgan Chase | $75,602 | 0.0% |
| Pnc Financial Services Group… | $38,839 | 0.0% |
已清仓
| HighTower Advisors, LLC | $1.33M | 曾为 0.0% |
| Susquehanna International… | $824,321 | 曾为 0.0% |
| Goldman Sachs Group | $694,630 | 曾为 0.0% |
| Bank Of America Corp /De/ | $470,280 | 曾为 0.0% |
| Truist Financial Corp | $400,566 | 曾为 0.0% |
| UBS Group AG | $2,510 | 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): 90 持有人, 8.95M 股份, $402.37M 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