证券记录
FGD
名称等待档案录入
34被追踪持有人
-4Δ持有人
19.72M持有股份
$631.01M报告持仓市值
+1新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -10.5% ·
股份流向 +11.0% ·
净新建仓位 -14.7%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.53M | +8.7% | $176.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.87M | +13.2% | $123.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 1.83M | +22.1% | $58.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | UBS Group AG | 1.44M | +42.0% | $46.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.41M | +22.9% | $45.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.23M | +15.1% | $39.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 758.56K | -20.5% | $24.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 560.50K | +12.3% | $17.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 530.71K | +8.9% | $16.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 518.40K | +36.2% | $16.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 465.84K | +12.7% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 288.07K | +24.3% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 245.05K | +7.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 203.51K | +41.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 180.24K | +45.2% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Northwestern Mutual Wealth… | 119.53K | +2.1% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 107.67K | +38.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 81.76K | +28.0% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 80.89K | +4.7% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Sei Investments Co | 50.43K | +11.4% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 46.21K | +132.4% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 40.65K | +1.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 38.09K | +129.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 25.16K | +1.9% | $827,677 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | CIBC Bancorp USA Inc. | 21.80K | +1.4% | $697,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 17.68K | -48.1% | $565,551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 15.67K | +95.0% | $501,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 13.48K | -40.7% | $431,161 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.58K | +2.9% | $242,526 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.91K | 0.0% | $61,303 | 0.0% | Held | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 208 | 0.0% | $6,650 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 200 | 0.0% | $6,398 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 104 | 新增 | $3,339 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 4 | 0.0% | $128 | 0.0% | Held | 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
| Russell Investments Group… | $3,339 | 0.0% |
已清仓
| Citadel Advisors | $9.10M | 曾为 0.0% |
| Jane Street Group, Llc | $6.49M | 曾为 0.0% |
| HighTower Advisors, LLC | $760,317 | 曾为 0.0% |
| Barclays Plc | $31,930 | 曾为 0.0% |
| Citigroup Inc | $22,351 | 曾为 0.0% |
| Qube Research & Technologies… | $18,392 | 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): 189 持有人, 25.09M 股份, $779.63M 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