证券记录 · 已归档季度
FDD
名称等待档案录入
36被追踪持有人
+4Δ持有人
15.94M持有股份
$283.65M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +14.2% ·
净新建仓位 +11.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 36.82K | $681,906 | n/a | −1 |
| Q2 2026 | 33 | -2 | 15.87M | $294.38M | +1 | −3 |
| Q1 2026 | 36 | +4 | 15.94M | $283.65M | +5 | −1 |
| Q4 2025 | 32 | 0 | 13.96M | $244.21M | +1 | −1 |
| Q3 2025 | 4 | +1 | 4.47M | $72.21M | +1 | n/a |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | n/a | n/a |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | n/a | n/a |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | n/a |
| Q2 2024 | 1 | n/a | 73.57K | $861,447 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.64M | +8.6% | $64.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 2.41M | +8.8% | $42.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.47M | +4.1% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.41M | +29.1% | $25.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 1.34M | +17.5% | $23.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 801.95K | -9.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 669.21K | +52.3% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 372.12K | +8.6% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 347.89K | +145.2% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 246.65K | +38.4% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 163.03K | +11.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 149.52K | -4.3% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 146.19K | +422.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 127.02K | +7.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 119.28K | 新增 | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 102.82K | +12.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 102.76K | +13.2% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 55.90K | +249.4% | $995,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 54.97K | +74.6% | $978,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 52.93K | 新增 | $942,685 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fifth Third Bancorp | 48.14K | 新增 | $857,320 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 46.14K | -29.6% | $829,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 45.88K | +25.3% | $817,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 32.65K | 0.0% | $581,514 | 0.0% | Held | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 19.83K | +72.8% | $353,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 12.50K | 0.0% | $222,625 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.44K | +5.5% | $79,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.65K | 0.0% | $65,007 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 31 | National Bank Of Canada /Fi/ | 3.20K | -36.0% | $57,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 3.00K | 0.0% | $53,430 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Cwm, Llc | 1.20K | 新增 | $21,327 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 1.00K | 0.0% | $17,810 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 105 | 新增 | $1,870 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 53 | -99.5% | $912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $2.12M | 0.0% |
| Mercer Global Advisors Inc… | $942,685 | 0.0% |
| Fifth Third Bancorp | $857,320 | 0.0% |
| Cwm, Llc | $21,327 | 0.0% |
| Bnp Paribas Financial Markets | $1,870 | 0.0% |
已清仓
| Qube Research & Technologies… | $3,815 | 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): 134 持有人, 26.17M 股份, $450.26M 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
持有该证券的受追踪机构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