证券记录
FEX
名称等待档案录入
44被追踪持有人
+2Δ持有人
4.51M持有股份
$631.15M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 -1.9% ·
净新建仓位 +4.5%
— 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 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 | 44 | +2 | 4.51M | $631.15M | +3 | −1 |
| Q1 2026 | 43 | +5 | 4.61M | $561.62M | +5 | — |
| Q4 2025 | 38 | 0 | 4.72M | $560.09M | — | — |
| Q3 2025 | 7 | +1 | 1.22M | $143.00M | +1 | — |
| Q2 2025 | 3 | +1 | 40.00K | $4.40M | +1 | — |
| Q4 2024 | 1 | 0 | 16.27K | $1.70M | — | — |
| Q3 2024 | 1 | 0 | 12.02K | $1.25M | — | — |
| Q2 2024 | 1 | — | 30.85K | $2.99M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.06M | +0.5% | $148.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.06M | +0.5% | $148.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.06M | +0.5% | $148.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 778.33K | -20.0% | $108.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 479.18K | -10.7% | $67.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 479.18K | -10.7% | $67.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 268.37K | +6.4% | $37.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 268.37K | +6.4% | $37.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 268.37K | +6.4% | $37.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 224.86K | -4.2% | $31.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 224.86K | -4.2% | $31.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 218.00K | +2.0% | $30.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 185.96K | +19.6% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 185.96K | +19.6% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 185.96K | +19.6% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 184.25K | 0.0% | $25.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 184.25K | 0.0% | $25.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 175.39K | +42.4% | $24.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 175.39K | +42.4% | $24.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 156.94K | +3.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 156.94K | +3.8% | $21.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 120.61K | +2.1% | $16.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 86.56K | +44.1% | $12.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 59.54K | +93.9% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 59.54K | +93.9% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 57.60K | -7.0% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 57.60K | -7.0% | $8.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 47.63K | +3.7% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 48.56K | -11.7% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 46.44K | -12.7% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 42.21K | -9.6% | $5.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 34.99K | +367.3% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | First Trust Advisors Lp | 32.84K | -0.8% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 25.93K | +11.6% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 17.00K | -4.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 16.16K | -0.5% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 15.64K | -50.2% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 14.59K | 新增 | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 12.63K | +35.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Focus Partners Wealth | 12.39K | 0.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 12.12K | -2.7% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Creative Planning | 11.91K | -23.1% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 10.42K | +10.9% | $1.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 8.77K | +3.6% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 8.77K | +3.6% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 8.77K | +3.6% | $1.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 8.11K | -63.3% | $1.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Lido Advisors, LLC | 7.17K | +0.1% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Hrt Financial Lp | 5.41K | 新增 | $756,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Mariner, LLC | 3.32K | -16.4% | $464,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 3.20K | -2.7% | $447,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 3.20K | -2.7% | $447,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Fifth Third Bancorp | 2.90K | -1.7% | $406,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 2.64K | 新增 | $369,014 | 0.0% | New | 1 | SEC ↗ |
| 55 | Cerity Partners LLC | 2.64K | 新增 | $369,014 | 0.0% | New | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 2.32K | -6.7% | $324,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 2.20K | -8.2% | $307,442 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | BlackRock ✦ (被动) | 1.90K | -6.8% | $265,759 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 1.61K | -7.5% | $224,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Ameriprise Financial Inc | 1.61K | -7.5% | $224,637 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 1.31K | 0.0% | $183,653 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 853 | +184.3% | $119,312 | 0.0% | ▲ Add | 3 | 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
| Jane Street Group, Llc | $2.04M | 0.0% |
| Hrt Financial Lp | $756,000 | 0.0% |
| Cerity Partners LLC | $369,014 | 0.0% |
| Cerity Partners LLC | $369,014 | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $82,057 | 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): 227 持有人, 7.03M 股份, $780.80M 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