证券记录 · 已归档季度
FFLC
名称等待档案录入
24被追踪持有人
+2Δ持有人
4.65M持有股份
$238.48M报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +9.1% ·
股份流向 +15.4% ·
净新建仓位 +8.3%
· 公式
广泛增持:持股数量上升,持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.71K | $458,094 | n/a | n/a |
| Q2 2026 | 22 | -1 | 3.98M | $234.76M | +3 | −4 |
| Q1 2026 | 24 | +2 | 4.65M | $238.48M | +4 | −2 |
| Q4 2025 | 22 | -1 | 4.03M | $214.99M | n/a | −1 |
| Q3 2025 | 4 | -1 | 33.78K | $1.76M | n/a | −1 |
| Q2 2025 | 3 | +1 | 88.91K | $4.34M | +1 | n/a |
| Q1 2025 | 1 | 0 | 110.98K | $4.83M | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.24K | $378,134 | +1 | −1 |
| Q3 2024 | 1 | +1 | 9.10K | $415,506 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | +48.9% | $77.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.45M | +8.4% | $74.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Mariner, LLC | 1.03M | +2.9% | $52.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 285.71K | -4.8% | $14.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 110.41K | -41.8% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Jane Street Group, Llc | 73.86K | +647.7% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 35.96K | -3.3% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 34.58K | -2.6% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 27.02K | +9.8% | $1.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Cetera Investment Advisers | 24.48K | +26.2% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cwm, Llc | 19.43K | +408.8% | $996,472 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Brown Advisory Inc | 10.86K | 0.0% | $556,853 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 9.70K | -53.7% | $497,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Wealth Enhancement Advisory… | 8.16K | -2.4% | $423,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 7.46K | +1.6% | $382,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 3.84K | +2665.5% | $190,511 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 1.91K | 新增 | $97,903 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 1.91K | 新增 | $97,852 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.70K | 新增 | $87,338 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.41K | -0.2% | $72,384 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | National Bank Of Canada /Fi/ | 418 | -18.7% | $21,418 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 320 | 0.0% | $16,411 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 147 | 新增 | $7,330 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | n/a | $50 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $97,903 | 0.0% |
| UBS Group AG | $97,852 | 0.0% |
| Northwestern Mutual Wealth… | $87,338 | 0.0% |
| Jones Financial Companies Lllp | $7,330 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $321,811 | 曾为 0.0% |
| Bank Of America Corp /De/ | $5,496 | 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): 104 持有人, 9.41M 股份, $473.93M 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
持有该证券的受追踪机构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