证券记录 · 已归档季度
FJAN
名称等待档案录入
23被追踪持有人
0Δ持有人
3.58M持有股份
$180.59M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 +30.0% · 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 671.99K | +131.8% | $33.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 608.36K | +131.4% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 419.60K | +156.8% | $21.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 294.20K | +199.4% | $14.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 282.42K | +12.9% | $14.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 280.12K | +11.1% | $14.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 277.42K | -29.9% | $13.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 220.55K | +30.7% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 204.57K | +8.9% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 125.73K | -0.8% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 70.10K | +90.4% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 29.57K | -7.1% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 28.29K | +13.9% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 22.45K | +90.6% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 15.44K | +111.1% | $778,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 12.95K | -10.6% | $652,860 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | JPMorgan Chase ✦ | 8.39K | +90.0% | $413,997 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 5.00K | 0.0% | $252,050 | 0.0% | Held | 2 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 3.20K | 0.0% | $161,120 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.00K | 新增 | $49,500 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 824 | +66.1% | $41,538 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 310 | 0.0% | $15,627 | 0.0% | Held | 2 | SEC ↗ |
| 23 | UBS Group AG | 10 | -78.7% | $504 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jones Financial Companies Lllp | $49,500 | 0.0% |
已清仓
| Barclays Plc | $2,070 | 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): 158 持有人, 7.69M 股份, $363.61M 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
持有该证券的受追踪机构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