证券记录
FEP
名称等待档案录入
32被追踪持有人
-2Δ持有人
4.78M持有股份
$272.83M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -5.9% ·
股份流向 +3.7% ·
净新建仓位 -6.2%
— 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 | 32 | -2 | 4.78M | $272.83M | +2 | −4 |
| Q1 2026 | 35 | +5 | 4.61M | $252.08M | +6 | −1 |
| Q4 2025 | 30 | 0 | 3.88M | $208.94M | — | — |
| Q3 2025 | 4 | +1 | 879.01K | $44.99M | +1 | — |
| Q2 2025 | 1 | — | 405 | $19,359 | — | — |
| Q4 2024 | 1 | +1 | 25.33K | $907,145 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 1.15M | +6.1% | $65.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 884.64K | -1.0% | $50.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 552.85K | +2.3% | $31.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 298.46K | +3.1% | $17.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 280.86K | +18.1% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 280.86K | +18.1% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 240.27K | -0.4% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 240.27K | -0.4% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 214.36K | +4.8% | $12.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of Nova Scotia | 200.19K | 新增 | $11.42M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 162.94K | -5.6% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 133.15K | +8.1% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 120.82K | 0.0% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 120.82K | 0.0% | $6.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 113.77K | +4.1% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 113.77K | +4.1% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 81.56K | +8.6% | $4.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 60.20K | +0.8% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 48.55K | -1.4% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 47.65K | +17.7% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 46.27K | +11.7% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 35.50K | +51.1% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 28.08K | +2.0% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 23.50K | +4.3% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 17.52K | -5.1% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 9.21K | 新增 | $525,316 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 8.49K | +26.7% | $479,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.12K | +65.5% | $406,277 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 5.41K | 0.0% | $308,812 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 4.31K | -0.4% | $245,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 3.60K | -58.3% | $205,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.97K | +10.7% | $112,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.97K | +10.7% | $112,154 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.95K | -26.4% | $111,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 1.00K | 0.0% | $57,050 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Citigroup Inc | 769 | -47.4% | $43,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 730 | +30.8% | $41,660 | 0.0% | ▲ Add | 5 | 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
| Bank Of Nova Scotia | $11.42M | 0.0% |
| Quantinno Capital Management… | $525,316 | 0.0% |
已清仓
| Jane Street Group, Llc | $9.67M | 曾为 0.0% |
| Hrt Financial Lp | $1.39M | 曾为 0.0% |
| Bank Of Montreal /Can/ | $84,809 | 曾为 0.0% |
| Qube Research & Technologies… | $2,294 | 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): 127 持有人, 6.18M 股份, $324.10M 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