证券记录
FEM
名称等待档案录入
35被追踪持有人
-2Δ持有人
13.63M持有股份
$436.14M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.4% ·
股份流向 +1.0% ·
净新建仓位 -5.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 35 | -2 | 13.63M | $436.14M | +1 | −3 |
| Q1 2026 | 38 | +8 | 13.58M | $406.66M | +9 | −1 |
| Q4 2025 | 30 | +1 | 10.04M | $274.68M | +1 | — |
| Q3 2025 | 3 | 0 | 2.35M | $63.73M | — | — |
| Q2 2025 | 1 | — | 348 | $8,555 | — | — |
| Q4 2024 | 1 | +1 | 34.16K | $752,497 | +1 | — |
| Q2 2024 | 1 | — | 27.49K | $658,135 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.00M | +11.5% | $96.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.00M | +11.5% | $96.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 2.26M | +27.6% | $72.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.47M | +9.2% | $47.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.47M | +9.2% | $47.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.32M | +1.4% | $42.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.32M | +1.4% | $42.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 875.59K | +3.1% | $28.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 805.90K | -3.3% | $25.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | First Trust Advisors Lp | 671.88K | -11.4% | $21.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 647.07K | -4.5% | $20.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 582.97K | +31.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 582.97K | +31.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 360.03K | -1.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 356.47K | +11.1% | $11.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | State Of Wisconsin Investment Board | 313.81K | 0.0% | $10.04M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 223.08K | -2.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 223.08K | -2.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 134.46K | -10.9% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 82.37K | -0.1% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 79.71K | +47.8% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 53.76K | -27.9% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 49.31K | -3.1% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 46.63K | +7.8% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 44.45K | +6.2% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 43.67K | +29.3% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 41.77K | -95.4% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 33.16K | +69.3% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 32.84K | +32.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 15.81K | -49.5% | $505,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 13.92K | 新增 | $445,195 | 0.0% | New | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 13.99K | +831.5% | $442,695 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 13.99K | +831.5% | $442,695 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Fifth Third Bancorp | 11.01K | -9.9% | $352,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.38K | +0.5% | $332,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 9.70K | 0.0% | $310,136 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 9.48K | -2.0% | $303,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 6.96K | 0.0% | $222,742 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 2.93K | +633.5% | $93,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Us Bancorp \De\ | 2.93K | +633.5% | $93,857 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 2.21K | +198.5% | $70,669 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | BlackRock ✦ (被动) | 1.47K | +13.1% | $47,008 | 0.0% | ▲ Add | 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
| Susquehanna International… | $445,195 | 0.0% |
已清仓
| Goldman Sachs Group | $673,060 | 曾为 0.0% |
| Citigroup Inc | $88,124 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $49,274 | 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): 136 持有人, 18.22M 股份, $526.22M 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