证券记录 · 已归档季度
FDM
名称等待档案录入
28被追踪持有人
0Δ持有人
749.01K持有股份
$69.73M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.8% · 净新建仓位 0.0% — 公式
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 | 28 | 0 | 749.01K | $69.73M | +2 | −2 |
| Q1 2026 | 28 | +2 | 735.94K | $60.39M | +4 | −2 |
| Q4 2025 | 26 | 0 | 696.13K | $55.42M | +1 | −1 |
| Q3 2025 | 4 | 0 | 109.58K | $8.30M | — | — |
| Q2 2025 | 2 | -1 | 13.98K | $1.00M | — | −1 |
| Q1 2025 | 2 | 0 | 28.41K | $1.77M | — | — |
| Q4 2024 | 2 | +1 | 55.52K | $3.78M | +1 | — |
| Q3 2024 | 1 | +1 | 3.50K | $224,364 | +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 | 215.86K | +0.7% | $20.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 143.76K | +3.1% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 112.88K | +19.4% | $10.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 76.61K | -6.3% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 76.61K | -6.3% | $7.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 34.60K | -38.1% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 34.60K | -38.1% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 23.91K | +27.4% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 15.39K | 新增 | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 14.79K | 新增 | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 14.50K | +35.5% | $1.35M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.79K | +29.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 13.79K | +29.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.23K | -6.5% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 12.23K | -6.5% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 11.61K | -2.6% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 9.44K | -1.0% | $879,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 8.36K | -1.8% | $777,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 8.03K | +29.6% | $747,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mariner, LLC | 7.84K | 0.0% | $730,448 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 7.34K | -5.8% | $683,411 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 4.20K | +33.2% | $390,783 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 3.05K | -40.5% | $283,913 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 3.01K | -5.6% | $280,410 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 2.93K | 0.0% | $273,165 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.84K | -30.4% | $264,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.28K | +87.8% | $119,257 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fifth Third Bancorp | 402 | +14.2% | $37,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 147 | +31.2% | $13,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 110 | -50.0% | $10,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 83 | 0.0% | $7,692 | 0.0% | Held | 3 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 8 | 0.0% | $745 | 0.0% | Held | 2 | 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
| Goldman Sachs Group | $1.43M | 0.0% |
| Susquehanna International… | $1.38M | 0.0% |
已清仓
| Citadel Advisors | $1.75M | 曾为 0.0% |
| Brown Advisory Inc | $309,462 | 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): 83 持有人, 1.69M 股份, $139.97M 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