证券记录 · 已归档季度
FAN
名称等待档案录入
32被追踪持有人
+1Δ持有人
3.11M持有股份
$77.70M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 +8.8% ·
净新建仓位 +3.1%
— 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 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 | 32 | +1 | 3.11M | $77.70M | +4 | −3 |
| Q1 2026 | 32 | +1 | 2.87M | $70.92M | +3 | −2 |
| Q4 2025 | 31 | -1 | 2.83M | $57.93M | — | −1 |
| Q3 2025 | 3 | 0 | 612.57K | $11.77M | — | — |
| Q2 2025 | 2 | +1 | 17.41K | $315,815 | +1 | — |
| Q4 2024 | 1 | 0 | 16.75K | $247,870 | +1 | −1 |
| Q3 2024 | 1 | +1 | 12.32K | $222,341 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1,000.00K | +15.4% | $24.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1,000.00K | +15.4% | $24.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1,000.00K | +15.4% | $24.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | UBS Group AG | 396.01K | -1.5% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 390.15K | -4.3% | $9.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 390.15K | -4.3% | $9.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 390.15K | -4.3% | $9.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 346.68K | +18.2% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 200.37K | -0.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 200.37K | -0.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 200.37K | -0.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 163.19K | +7.3% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 163.19K | +7.3% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 127.84K | +11.7% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 127.84K | +11.7% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 89.96K | +163.6% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 89.96K | +163.6% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 83.69K | -8.9% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 70.78K | -2.0% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 48.88K | +39.9% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 34.24K | 新增 | $855,390 | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 31.59K | +84.7% | $789,094 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 24.30K | -30.2% | $607,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 24.30K | -30.2% | $607,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 24.30K | -30.2% | $607,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 18.87K | +12.3% | $471,323 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 15.76K | 新增 | $393,710 | 0.0% | New | 1 | SEC ↗ |
| 28 | Amundi | 13.45K | -43.7% | $336,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 12.31K | -26.2% | $307,606 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Creative Planning | 10.35K | +2.4% | $258,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 10.28K | 新增 | $256,676 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 8.21K | 0.0% | $204,961 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.48K | +0.2% | $87,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $74,815 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.85K | +48.4% | $71,324 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 2.55K | 0.0% | $63,700 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 690 | 0.0% | $17,236 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 690 | 0.0% | $17,236 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 269 | -90.3% | $6,743 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 261 | 0.0% | $6,520 | 0.0% | Held | 3 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 200 | 0.0% | $4,954 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 168 | -43.8% | $4,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 131 | 新增 | $3,272 | 0.0% | New | 1 | SEC ↗ |
| 44 | Simplex Trading, Llc | 65 | -84.0% | $1,623 | 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
| Susquehanna International… | $855,390 | 0.0% |
| Citadel Advisors | $393,710 | 0.0% |
| Ameriprise Financial Inc | $256,676 | 0.0% |
| Northwestern Mutual Wealth… | $3,272 | 0.0% |
已清仓
| Jane Street Group, Llc | $609,816 | 曾为 0.0% |
| Cerity Partners LLC | $389,067 | 曾为 0.0% |
| Mirae Asset Global… | $165,758 | 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): 110 持有人, 3.80M 股份, $92.91M 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