证券记录 · 已归档季度
FIVA
名称等待档案录入
28被追踪持有人
+8Δ持有人
5.40M持有股份
$187.94M报告持仓市值
+9新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +4 | 5.48M | $210.97M | +6 | −2 |
| Q1 2026 | 28 | +8 | 5.40M | $187.94M | +9 | −1 |
| Q4 2025 | 20 | 0 | 4.10M | $140.48M | — | — |
| Q3 2025 | 3 | -1 | 1.73M | $54.17M | — | −1 |
| Q2 2025 | 2 | 0 | 1.69M | $49.61M | — | — |
| Q1 2025 | 1 | +1 | 46.68K | $1.24M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.56M | -3.4% | $54.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.52M | -4.3% | $52.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 473.42K | +74.1% | $16.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 463.68K | +337.0% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 463.68K | +337.0% | $16.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 344.58K | +19714.8% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 191.53K | +9202.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 191.53K | +9202.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 191.53K | +9202.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 153.11K | +16.7% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 130.93K | +30.8% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 126.01K | +53.6% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 97.81K | +46.1% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 61.36K | 新增 | $2.16M | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 55.77K | +13.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 55.77K | +13.2% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 50.37K | +153.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 50.37K | +153.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 47.48K | 新增 | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 20 | Sei Investments Co | 38.41K | 新增 | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 36.87K | +55.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.89K | -4.7% | $831,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 6.92K | 新增 | $240,816 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 4.92K | -2.8% | $171,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 4.53K | +1.9% | $157,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 4.53K | +1.9% | $157,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.53K | +1.9% | $157,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 3.65K | 新增 | $127,196 | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS Group AG | 3.65K | 新增 | $127,196 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 2.12K | 新增 | $73,936 | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 826 | +37.7% | $28,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 826 | +37.7% | $28,753 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 167 | 新增 | $5,813 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 122 | 新增 | $4,247 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 47 | 新增 | $1,583 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4 | 0.0% | $139 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1 | -99.4% | $29 | 0.0% | ▼ Trim | 2 | 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
| Wealth Enhancement Advisory… | $2.16M | 0.0% |
| Citadel Advisors | $1.65M | 0.0% |
| Sei Investments Co | $1.34M | 0.0% |
| Stifel Financial Corp | $240,816 | 0.0% |
| UBS Group AG | $127,196 | 0.0% |
| UBS Group AG | $127,196 | 0.0% |
| Fifth Third Bancorp | $73,936 | 0.0% |
| Us Bancorp \De\ | $5,813 | 0.0% |
| Assetmark, Inc | $4,247 | 0.0% |
| Jones Financial Companies Lllp | $1,583 | 0.0% |
已清仓
| Mml Investors Services, Llc | $282,631 | 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): 85 持有人, 7.14M 股份, $244.99M 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: Q1 2026 ·
方法论 ·
通过API获取此数据