证券记录
FJAN
名称等待档案录入
23被追踪持有人
+1Δ持有人
3.31M持有股份
$182.52M报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +4.5% ·
股份流向 +0.8% ·
净新建仓位 +4.3%
— 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 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 | 23 | +1 | 3.31M | $182.52M | +2 | −1 |
| Q1 2026 | 23 | 0 | 3.58M | $180.59M | +1 | −1 |
| Q4 2025 | 23 | 0 | 2.34M | $120.93M | +1 | −1 |
| Q3 2025 | 3 | — | 16.26K | $815,319 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 664.85K | -1.1% | $36.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 585.82K | -3.7% | $32.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 418.82K | -0.2% | $23.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 298.01K | +6.4% | $16.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 290.43K | +2.8% | $16.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 255.93K | -7.8% | $14.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 255.93K | -7.8% | $14.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 220.46K | +7.8% | $12.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 212.52K | -3.6% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.76K | +30.2% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 71.28K | +1.7% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 27.72K | -6.3% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 27.72K | -6.3% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 27.21K | -3.8% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 19.78K | -11.9% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 15.23K | -1.4% | $839,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 13.63K | +5.2% | $750,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 13.63K | +5.2% | $750,767 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 10.64K | 新增 | $586,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 6.50K | +30.0% | $358,085 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.03K | -40.0% | $276,293 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 3.20K | 0.0% | $176,192 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.00K | 0.0% | $54,550 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 824 | 0.0% | $45,394 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Barclays Plc | 407 | 新增 | $22,422 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 1 | -90.0% | $55 | 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
| Hrt Financial Lp | $586,000 | 0.0% |
| Barclays Plc | $22,422 | 0.0% |
已清仓
| Wells Fargo & Company/Mn | $15,627 | 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
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