证券记录 · 已归档季度
FAAR
名称等待档案录入
21被追踪持有人
+5Δ持有人
2.48M持有股份
$83.71M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +5.2% ·
净新建仓位 +20.0%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 525.73K | +25.1% | $17.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 390.48K | +5.9% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | First Trust Advisors Lp | 302.64K | +11.0% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 283.12K | +298.4% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Assetmark, Inc | 277.84K | -57.2% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 247.59K | +9.1% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 99.40K | 新增 | $3.35M | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 92.80K | -5.4% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 88.03K | +5.2% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 78.33K | +13.8% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Bank of New York Mellon Corp | 47.81K | -19.2% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 16.75K | -22.1% | $565,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 10.99K | +47.3% | $370,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 8.99K | 新增 | $303,320 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 6.18K | -28.2% | $208,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.40K | +0.3% | $115,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cwm, Llc | 185 | 新增 | $6,243 | 0.0% | New | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 185 | 新增 | $6,243 | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 6 | 新增 | $202 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 0 | n/a | $17 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | -100.0% | $9 | 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
| Susquehanna International… | $3.35M | 0.0% |
| Jane Street Group, Llc | $303,320 | 0.0% |
| Cwm, Llc | $6,243 | 0.0% |
| BlackRock | $6,243 | 0.0% |
| UBS Group AG | $202 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 77 持有人, 3.61M 股份, $117.17M 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