证券记录
FCVT
名称等待档案录入
17被追踪持有人
+1Δ持有人
853.60K持有股份
$45.90M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -1.2% ·
净新建仓位 +5.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 17 | +1 | 853.60K | $45.90M | +1 | — |
| Q1 2026 | 17 | -4 | 890.15K | $39.31M | — | −4 |
| Q4 2025 | 21 | 0 | 751.00K | $32.32M | — | — |
| Q3 2025 | 2 | — | 105.48K | $4.51M | — | — |
| Q3 2024 | 1 | 0 | 15.90K | $567,666 | — | — |
| Q2 2024 | 1 | — | 6.03K | $204,229 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 252.59K | +35.4% | $13.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 176.02K | +6.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 176.02K | +6.8% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 128.43K | +9.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 128.43K | +9.8% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 60.37K | -4.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 57.64K | -22.9% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 57.64K | -22.9% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 43.62K | -5.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 43.62K | -5.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 33.84K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 33.84K | +0.2% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 33.02K | +0.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 21.86K | -76.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 15.40K | -18.2% | $827,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 14.68K | -18.5% | $789,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 11.62K | -16.8% | $617,879 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 11.62K | -16.8% | $617,879 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 3.75K | 新增 | $201,726 | 0.0% | New | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 352 | -31.9% | $18,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 295 | 0.0% | $15,864 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 112 | 0.0% | $6,023 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | -98.8% | $75 | 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
| Mml Investors Services, Llc | $201,726 | 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): 63 持有人, 1.67M 股份, $70.95M 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