证券记录
FIW
名称等待档案录入
46被追踪持有人
-2Δ持有人
5.54M持有股份
$606.49M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -4.2% ·
股份流向 +0.8% ·
净新建仓位 -6.5%
— 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 | Morgan Stanley ✦ | 1.00M | -0.6% | $109.63M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 914.51K | -3.6% | $100.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 528.80K | +3.3% | $57.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 316.76K | +2.7% | $34.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 309.46K | +5.3% | $33.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 281.08K | +4.0% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 232.53K | +14.9% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 218.43K | -3.4% | $23.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 216.37K | -3.6% | $23.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 209.52K | +7.9% | $22.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 201.24K | +16.8% | $22.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | 1832 Asset Management L.P. | 177.70K | 0.0% | $19.46M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 161.17K | -17.9% | $17.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 118.54K | +5.1% | $12.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Bnp Paribas Financial Markets | 100.00K | +100.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 81.64K | -7.0% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 66.25K | +1.0% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Northwestern Mutual Wealth… | 50.33K | +17.1% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 45.83K | +25.2% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 40.87K | -2.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 32.70K | +303.3% | $3.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fifth Third Bancorp | 31.21K | +3.4% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 28.05K | -64.0% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 23.21K | +4.5% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 25 | Focus Partners Wealth | 22.36K | -0.8% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 19.89K | -53.9% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | Cibc World Market Inc. | 14.92K | +2.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 12.79K | +2.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 12.01K | +2.8% | $1.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | Rockefeller Capital Management L.P. | 10.02K | -43.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 8.36K | +79.6% | $915,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 8.33K | -31.8% | $912,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 8.34K | +0.9% | $900,377 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.24K | +5.8% | $793,034 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Creative Planning | 6.69K | +4.5% | $732,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 5.11K | -15.2% | $559,757 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Brown Advisory Inc | 3.50K | -22.2% | $383,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citigroup Inc | 2.73K | -1.4% | $299,256 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wealthfront Advisers LLC | 2.71K | -3.3% | $297,347 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 2.10K | 0.0% | $227,887 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 1.91K | 新增 | $208,654 | 0.0% | New | 1 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 1.56K | +14.1% | $170,626 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 419 | +21.8% | $45,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Blair William & Co/Il | 116 | 0.0% | $12,743 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 63 | -33.7% | $6,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 2 | -98.3% | $219 | 0.0% | ▼ Trim | 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
| Cerity Partners LLC | $208,654 | 0.0% |
已清仓
| HighTower Advisors, LLC | $3.35M | 曾为 0.0% |
| Citadel Advisors | $387,150 | 曾为 0.0% |
| Corient Private Wealth LP | $216,780 | 曾为 0.0% |
| UBS AM, a distinct business… | $45,377 | 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): 302 持有人, 8.52M 股份, $826.04M 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