证券记录
FCAL
名称等待档案录入
19被追踪持有人
-1Δ持有人
1.66M持有股份
$82.58M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 +1.3% ·
净新建仓位 -5.3%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 19 | -1 | 1.66M | $82.58M | +1 | −2 |
| Q1 2026 | 20 | +3 | 1.64M | $80.27M | +3 | — |
| Q4 2025 | 17 | 0 | 1.59M | $78.22M | — | — |
| Q3 2025 | 1 | -1 | 209.54K | $10.22M | — | −1 |
| Q2 2025 | 1 | +1 | 5.11K | $244,887 | +1 | — |
| Q3 2024 | 1 | +1 | 35.68K | $1.79M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.03M | +9.6% | $51.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 216.15K | -5.6% | $10.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 216.15K | -5.6% | $10.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Cetera Investment Advisers | 86.21K | -0.1% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 55.36K | +94.0% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 55.36K | +94.0% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 55.36K | +94.0% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 45.08K | +5.7% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 43.48K | +54.6% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mariner, LLC | 42.48K | -53.5% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cerity Partners LLC | 34.38K | -5.2% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 25.21K | +4.7% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 18.45K | +0.1% | $916,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 15.85K | -47.5% | $786,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 12.85K | +0.9% | $637,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 10.70K | 0.0% | $531,080 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 9.93K | -29.0% | $493,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 4.57K | +456500.0% | $226,724 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 4.50K | 新增 | $223,435 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 4.10K | -21.2% | $202,752 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 893 | -6.4% | $44,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 266 | -0.8% | $13,207 | 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
| Citadel Advisors | $223,435 | 0.0% |
已清仓
| Susquehanna International… | $1.73M | 曾为 0.0% |
| Envestnet Asset Management Inc | $263,946 | 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): 76 持有人, 2.83M 股份, $135.75M 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