证券记录 · 已归档季度
FCT
名称等待档案录入
23被追踪持有人
-2Δ持有人
4.70M持有股份
$45.35M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -8.0% ·
股份流向 -7.7% ·
净新建仓位 -8.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 20 | -2 | 4.32M | $41.75M | — | −2 |
| Q1 2026 | 23 | -2 | 4.70M | $45.35M | +2 | −4 |
| Q4 2025 | 25 | 0 | 5.10M | $51.34M | — | — |
| Q3 2025 | 1 | — | 2.00M | $20.03M | — | — |
| Q1 2025 | 1 | +1 | 22.80K | $231,141 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.24M | -15.3% | $12.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 564.55K | -13.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 564.55K | -13.6% | $5.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 515.24K | -4.8% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 418.61K | +17.4% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 402.05K | -7.6% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 301.73K | +5.3% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 227.21K | -10.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 227.21K | -10.0% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 217.58K | -10.1% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 135.94K | +26.3% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 133.18K | +5.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 133.18K | +5.9% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Balyasny Asset Management L.P. | 111.62K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 103.77K | -3.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 103.77K | -3.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 69.05K | +0.8% | $665,603 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 65.67K | +3.6% | $633,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 57.08K | +46.8% | $550,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 48.30K | -5.0% | $465,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 47.88K | -2.5% | $461,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 26.35K | +23.1% | $253,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 10.60K | -84.7% | $102,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 1.40K | 0.0% | $13,314 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 907 | 0.0% | $8,743 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 379 | 新增 | $3,652 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 296 | 新增 | $2,853 | 0.0% | New | 1 | 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
| Fifth Third Bancorp | $3,652 | 0.0% |
| BlackRock | $2,853 | 0.0% |
已清仓
| Corient Private Wealth LP | $261,036 | 曾为 0.0% |
| Nomura Holdings Inc | $154,434 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $20,080 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $11,782 | 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): 85 持有人, 8.90M 股份, $76.75M 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: Q1 2026 ·
方法论 ·
通过API获取此数据