证券记录 · 已归档季度
FAD
名称等待档案录入
29被追踪持有人
0Δ持有人
1.40M持有股份
$280.42M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +18.5% · 净新建仓位 0.0% — 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 1.40M | $280.42M | +2 | −2 |
| Q1 2026 | 30 | +3 | 1.19M | $188.30M | +3 | — |
| Q4 2025 | 27 | -2 | 1.11M | $180.26M | — | −2 |
| Q3 2025 | 5 | -1 | 366.85K | $58.90M | — | −1 |
| Q2 2025 | 3 | +2 | 8.44K | $1.24M | +2 | — |
| Q2 2024 | 1 | — | 20.24K | $2.49M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 276.50K | +39.7% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 212.49K | +21.4% | $42.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 212.49K | +21.4% | $42.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 125.70K | +34.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 125.70K | +34.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 68.73K | +13.0% | $13.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 61.71K | +109.1% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $10.00M | 0.0% | Held | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 48.48K | -1.7% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 48.48K | -1.7% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 41.54K | +0.1% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 41.54K | +0.1% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 35.90K | +70.9% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 30.48K | +23.2% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 24.36K | +0.1% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 21.05K | -38.5% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 18.33K | +30.4% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 17.38K | -1.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 17.38K | -1.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 13.57K | +3.8% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 11.05K | -62.7% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 11.05K | -62.7% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 8.52K | -38.7% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 8.52K | -38.7% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 3.85K | +42.3% | $770,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nomura Asset Management Co Ltd | 3.63K | 新增 | $725,889 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.58K | -1.7% | $301,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 829 | 0.0% | $165,852 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 389 | 0.0% | $77,788 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 370 | 0.0% | $73,931 | 0.0% | Held | 5 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 200 | 新增 | $39,456 | 0.0% | New | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 115 | 0.0% | $22,996 | 0.0% | Held | 3 | SEC ↗ |
| 39 | BlackRock ✦ (被动) | 103 | 0.0% | $20,597 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 68 | -22.7% | $13,598 | 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
| Nomura Asset Management Co Ltd | $725,889 | 0.0% |
| JPMorgan Chase | $39,456 | 0.0% |
已清仓
| Citigroup Inc | $7,946 | 曾为 0.0% |
| Russell Investments Group… | $954 | 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): 99 持有人, 1.64M 股份, $252.78M 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