证券记录 · 已归档季度
FID
名称等待档案录入
20被追踪持有人
0Δ持有人
2.52M持有股份
$54.07M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.4% · 净新建仓位 0.0% — 公式
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 | 20 | 0 | 2.52M | $54.07M | +1 | −1 |
| Q1 2026 | 21 | +3 | 2.56M | $53.56M | +3 | — |
| Q4 2025 | 18 | -1 | 2.27M | $46.69M | +1 | −2 |
| Q3 2025 | 4 | +1 | 41.92K | $825,812 | +1 | — |
| Q2 2025 | 1 | +1 | 33.47K | $643,351 | +1 | — |
| Q2 2024 | 1 | — | 13.53K | $212,644 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.13M | +4.4% | $24.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 270.30K | +6.1% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 261.30K | +5.2% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 255.75K | -6.5% | $5.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 206.61K | +32.6% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 135.21K | +20.2% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 98.75K | +24.1% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 98.75K | +24.1% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 73.30K | -11.6% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 24.21K | +73.6% | $519,557 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 18.14K | 新增 | $389,299 | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 17.58K | -64.6% | $377,200 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 9.02K | +56.3% | $193,647 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 7.82K | +47.3% | $167,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 7.51K | +4.6% | $161,458 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 4.17K | +21.3% | $89,551 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $54,465 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 1.45K | +123.8% | $31,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 731 | +449.6% | $15,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 170 | 0.0% | $3,640 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 2 | +100.0% | $36 | 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
| Citadel Advisors | $389,299 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.82M | 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): 70 持有人, 6.41M 股份, $123.13M 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