证券记录 · 已归档季度
FIDI
名称等待档案录入
20被追踪持有人
-1Δ持有人
2.12M持有股份
$58.16M报告持仓市值
+0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 +12.0% ·
净新建仓位 -5.0%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 2.12M | $58.16M | — | −1 |
| Q1 2026 | 21 | +4 | 1.90M | $52.33M | +4 | — |
| Q4 2025 | 17 | 0 | 1.15M | $29.84M | — | — |
| Q3 2025 | 4 | +1 | 184.47K | $4.51M | +1 | — |
| Q2 2025 | 1 | — | 3.54K | $82,324 | — | — |
| Q2 2024 | 1 | — | 14.14K | $287,148 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 925.07K | +31.6% | $25.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 217.67K | +26.0% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 161.03K | +265.3% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 136.89K | +19.8% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 136.89K | +19.8% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 133.96K | +14.1% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 92.41K | +32.3% | $2.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 90.70K | +50.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 90.70K | +50.0% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 85.06K | -4.8% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 70.42K | +22.8% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 62.69K | +46.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 37.52K | -83.7% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 30.93K | -6.0% | $846,636 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 23.36K | +17.3% | $639,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 21.80K | 0.0% | $609,691 | 0.0% | Held | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 21.80K | 0.0% | $609,691 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 21.49K | +8.3% | $588,125 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 7.42K | -38.6% | $203,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.88K | 0.0% | $78,906 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.88K | 0.0% | $78,906 | 0.0% | Held | 4 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.59K | +1.5% | $43,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 106 | -54.5% | $2,901 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 2 | — | $42 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Susquehanna International… | $2.32M | 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): 63 持有人, 3.09M 股份, $84.36M 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