证券记录 · 已归档季度
EZM
名称等待档案录入
44被追踪持有人
+1Δ持有人
3.88M持有股份
$260.83M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.3% ·
股份流向 +5.6% ·
净新建仓位 +2.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 0 | 3.61M | $273.54M | +1 | −2 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | — | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | — | — |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | — | — |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | — |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | — | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | — | — |
| Q2 2024 | 3 | — | 28.24K | $1.63M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 580.02K | -3.9% | $38.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 494.65K | -2.2% | $33.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 459.91K | +0.1% | $30.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Truist Financial Corp | 438.93K | +17.1% | $29.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 429.15K | +72.0% | $28.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 322.81K | -3.0% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 152.22K | +15.3% | $10.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | HighTower Advisors, LLC | 140.65K | -9.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 120.00K | -0.7% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 115.11K | +25.6% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 107.25K | -28.3% | $7.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 84.36K | -1.8% | $5.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 61.68K | -4.2% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 54.41K | +13.6% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 46.83K | 0.0% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 34.49K | +13.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Bank of New York Mellon Corp | 32.47K | +8.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 30.49K | 新增 | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 19 | Corient Private Wealth LP | 30.44K | -50.0% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 19.38K | +2583.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 17.29K | -1.7% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | T. Rowe Price ✦ | 14.65K | 0.0% | $985,000 | 0.0% | Held | 8 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 10.46K | -0.8% | $703,471 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 9.39K | -29.9% | $631,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 8.88K | +0.3% | $600,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 8.18K | 0.0% | $549,725 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 6.79K | 0.0% | $456,558 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 5.74K | -9.4% | $385,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 4.97K | -3.6% | $334,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 4.40K | 0.0% | $296,037 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 4.23K | +2.5% | $284,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $281,719 | 0.0% | Held | 8 | SEC ↗ |
| 33 | Focus Partners Wealth | 4.08K | +3.3% | $274,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.99K | +9.0% | $268,346 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 35 | Neuberger Berman Group LLC | 3.42K | 新增 | $229,892 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 3.35K | +18.6% | $221,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 3.00K | 0.0% | $201,324 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 2.39K | +0.2% | $160,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.13K | 新增 | $143,514 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.96K | 0.0% | $131,415 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 1.71K | 0.0% | $114,610 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.35K | 0.0% | $91,016 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 1.01K | 0.0% | $67,733 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 740 | -0.1% | $49,743 | 0.0% | ▼ Trim | 2 | 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
| Citadel Advisors | $2.05M | 0.0% |
| Neuberger Berman Group LLC | $229,892 | 0.0% |
| Fifth Third Bancorp | $143,514 | 0.0% |
已清仓
| Hrt Financial Lp | $596,000 | 曾为 0.0% |
| BlackRock | $6,012 | 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): 170 持有人, 7.46M 股份, $491.80M 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: Q1 2026 ·
方法论 ·
通过API获取此数据