证券记录 · 已归档季度
FDV
名称等待档案录入
24被追踪持有人
+4Δ持有人
8.96M持有股份
$275.84M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 -12.0% ·
净新建仓位 +16.7%
— 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 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 | 25 | +1 | 10.99M | $345.10M | +1 | — |
| Q1 2026 | 24 | +4 | 8.96M | $275.84M | +4 | — |
| Q4 2025 | 20 | +1 | 10.18M | $291.18M | +1 | — |
| Q3 2025 | 1 | — | 226 | $6,485 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.01M | +14.7% | $92.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.44M | -11.7% | $75.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.44M | -11.7% | $75.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 807.99K | +24.9% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 505.24K | +8.1% | $15.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 505.24K | +8.1% | $15.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 444.27K | +37.1% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 444.27K | +37.1% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 444.27K | +37.1% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 444.27K | +37.1% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 349.99K | -21.6% | $10.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 349.99K | -21.6% | $10.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 349.99K | -21.6% | $10.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 348.57K | +5.1% | $10.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 312.28K | -9.2% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 312.28K | -9.2% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 312.28K | -9.2% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 179.07K | -14.1% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 142.50K | 新增 | $4.39M | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 142.50K | 新增 | $4.39M | 0.0% | New | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 84.57K | -12.0% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 73.73K | +44.6% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 58.69K | -32.9% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 57.50K | -91.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 57.50K | -91.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Federated Hermes, Inc. | 50.81K | -94.4% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 22.06K | 新增 | $679,356 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 21.60K | -0.6% | $665,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 15.77K | -90.3% | $485,742 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 12.60K | +6.4% | $387,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 11.13K | 新增 | $342,896 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 5.17K | 0.0% | $159,359 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.50K | 新增 | $107,800 | 0.0% | New | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 975 | +331.4% | $30,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 893 | -51.0% | $27,504 | 0.0% | ▼ Trim | 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
| Wells Fargo & Company/Mn | $4.39M | 0.0% |
| Wells Fargo & Company/Mn | $4.39M | 0.0% |
| Susquehanna International… | $679,356 | 0.0% |
| Citadel Advisors | $342,896 | 0.0% |
| Fifth Third Bancorp | $107,800 | 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): 67 持有人, 17.04M 股份, $463.14M 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