证券记录 · 已归档季度
FICS
名称等待档案录入
22被追踪持有人
+3Δ持有人
2.01M持有股份
$83.78M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 +0.2% ·
净新建仓位 +13.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 987.41K | -9.1% | $41.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 451.65K | +9.7% | $18.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 108.61K | +396.7% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 88.46K | -21.1% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 72.66K | +27.8% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 49.59K | +11.0% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 47.71K | -34.0% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 47.48K | +5.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 44.98K | +26.7% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 42.04K | +28.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 26.37K | -40.5% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 14.62K | -7.1% | $610,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fifth Third Bancorp | 12.93K | +0.8% | $540,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 3.53K | -5.7% | $147,402 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.68K | 0.0% | $111,843 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 1.89K | +2.2% | $79,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Us Bancorp \De\ | 1.19K | 0.0% | $49,756 | 0.0% | Held | 3 | SEC ↗ |
| 18 | UBS Group AG | 788 | 新增 | $32,920 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 725 | 新增 | $30,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 143 | 0.0% | $5,974 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Assetmark, Inc | 24 | 新增 | $1,003 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | 0.0% | $47 | 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
| UBS Group AG | $32,920 | 0.0% |
| Royal Bank Of Canada | $30,000 | 0.0% |
| Assetmark, Inc | $1,003 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 67 持有人, 4.06M 股份, $149.54M 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