证券记录 · 已归档季度
FDUS
名称等待档案录入
42被追踪持有人
-3Δ持有人
5.31M持有股份
$92.57M报告持仓市值
+3新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -0.7% ·
净新建仓位 -7.1%
— 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 | 41 | 0 | 4.23M | $80.75M | +5 | −5 |
| Q1 2026 | 42 | -3 | 5.31M | $92.57M | +3 | −6 |
| Q4 2025 | 45 | +2 | 5.35M | $103.28M | +3 | −1 |
| Q3 2025 | 5 | +1 | 798.88K | $16.19M | +1 | — |
| Q2 2025 | 2 | -2 | 481.03K | $9.72M | — | −2 |
| Q1 2025 | 3 | +1 | 557.53K | $11.37M | +1 | — |
| Q4 2024 | 2 | -1 | 300.86K | $6.32M | — | −1 |
| Q3 2024 | 3 | 0 | 476.80K | $9.35M | — | — |
| Q2 2024 | 3 | — | 646.65K | $12.60M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 804.39K | +9.3% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 804.39K | +9.3% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 804.39K | +9.3% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 545.50K | +4.8% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 542.32K | +3.6% | $9.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 422.89K | -3.9% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 422.89K | -3.9% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 406.43K | +5.4% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 294.17K | +17.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Legal & General Group Plc | 284.46K | +12.7% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 273.71K | -28.4% | $4.77M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 213.38K | 0.0% | $3.72M | 0.0% | Held | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 204.39K | -17.4% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Franklin Resources Inc | 152.28K | -17.3% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 151.75K | +58.4% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 141.34K | -42.2% | $2.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 103.40K | +43.5% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 102.33K | 新增 | $1.78M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 102.33K | 新增 | $1.78M | 0.0% | New | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 92.58K | -0.7% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 76.31K | +607.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 75.24K | +201.7% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 73.45K | -33.1% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 73.45K | -33.1% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 65.82K | -4.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 65.82K | -4.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 37.54K | -13.9% | $653,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 33.11K | +0.7% | $576,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 33.11K | +0.7% | $576,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 31.23K | 0.0% | $543,992 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 31.08K | +8.2% | $541,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 28.10K | +4.2% | $489,474 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 27.16K | 0.0% | $473,214 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 23.27K | +31.8% | $405,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 18.71K | -57.4% | $325,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cwm, Llc | 14.52K | +116.9% | $252,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 11.73K | -40.2% | $204,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 11.73K | -40.2% | $204,364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 7.71K | -2.7% | $134,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 7.30K | -77.4% | $125,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 7.11K | +4.1% | $123,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 4.90K | -2.1% | $85,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 4.90K | -2.1% | $85,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 1.71K | 0.0% | $29,753 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Simplex Trading, Llc | 893 | -83.1% | $15,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $13,065 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 770 | 0.0% | $13,028 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 72 | 0.0% | $1,254 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 53 | 新增 | $923 | 0.0% | New | 1 | SEC ↗ |
| 54 | Citigroup Inc | 43 | 新增 | $749 | 0.0% | New | 1 | SEC ↗ |
| 55 | Danske Bank A/S | 1 | 0.0% | $17 | 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
| Citadel Advisors | $1.78M | 0.0% |
| Citadel Advisors | $1.78M | 0.0% |
| Fidelity (FMR) | $923 | 0.0% |
| Citigroup Inc | $749 | 0.0% |
已清仓
| Credit Agricole S A | $972,739 | 曾为 0.0% |
| Goldman Sachs Group | $627,520 | 曾为 0.0% |
| Susquehanna International… | $424,716 | 曾为 0.0% |
| Northern Trust Corp | $409,932 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $374,262 | 曾为 0.0% |
| Squarepoint Ops LLC | $238,587 | 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): 142 持有人, 9.88M 股份, $157.82M 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