证券记录 · 已归档季度
EVV
名称等待档案录入
33被追踪持有人
+3Δ持有人
23.14M持有股份
$218.64M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +0.3% ·
净新建仓位 +9.1%
· 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 | 0 | 55.34K | $465,929 | n/a | −1 |
| Q2 2026 | 33 | +1 | 24.82M | $232.69M | +4 | −3 |
| Q1 2026 | 33 | +3 | 23.14M | $218.64M | +5 | −2 |
| Q4 2025 | 30 | 0 | 23.07M | $228.68M | +1 | −1 |
| Q3 2025 | 2 | 0 | 10.07M | $102.21M | +1 | −1 |
| Q2 2025 | 1 | +1 | 10.74K | $110,233 | +1 | n/a |
| Q4 2024 | 2 | +1 | 29.53K | $288,508 | +1 | n/a |
| Q3 2024 | 1 | +1 | 63.41K | $666,439 | +1 | 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 ✦ | 9.82M | -1.8% | $92.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 4.82M | +6.8% | $45.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 1.68M | +15.3% | $15.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.10M | -18.3% | $10.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 995.90K | +2.0% | $9.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 933.42K | +15.1% | $8.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 717.31K | -6.4% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 591.13K | +13.7% | $5.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 372.84K | +2.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 364.05K | +6.3% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 323.06K | +14.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 266.32K | -9.7% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 228.60K | +0.1% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 203.07K | +14.0% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 193.11K | -9.1% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 93.93K | -4.9% | $887,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 83.05K | +585.5% | $784,786 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 68.63K | +1.1% | $648,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 55.77K | -7.2% | $521,998 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 53.77K | +33.9% | $508,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 37.84K | +67.4% | $357,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 34.25K | 新增 | $323,682 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 24.31K | +27.8% | $229,718 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 24.25K | -84.1% | $229,200 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Balyasny Asset Management L.P. | 15.04K | 新增 | $142,119 | 0.0% | New | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 14.30K | -47.3% | $135,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 13.33K | 新增 | $125,988 | 0.0% | New | 1 | SEC ↗ |
| 28 | Nomura Holdings Inc | 10.00K | 新增 | $94,500 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 3.54K | 新增 | $31,922 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 918 | +119.1% | $8,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 477 | 0.0% | $4,505 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 272 | -74.4% | $2,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 170 | -85.2% | $1,607 | 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 | $323,682 | 0.0% |
| Balyasny Asset Management L.P. | $142,119 | 0.0% |
| Mercer Global Advisors Inc… | $125,988 | 0.0% |
| Nomura Holdings Inc | $94,500 | 0.0% |
| Jones Financial Companies Lllp | $31,922 | 0.0% |
已清仓
| Citadel Advisors | $2.51M | 曾为 0.0% |
| Hrt Financial Lp | $298,000 | 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): 136 持有人, 40.50M 股份, $293.66M 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