证券记录 · 已归档季度
FLCH
名称等待档案录入
22被追踪持有人
+1Δ持有人
3.07M持有股份
$68.67M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 +22.5% ·
净新建仓位 +4.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | Assetmark, Inc | 1.18M | +15.5% | $26.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 544.63K | +45.1% | $12.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 409.31K | +5.8% | $9.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 352.18K | +51.7% | $7.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 243.48K | +5024.9% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 87.75K | -11.5% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 68.28K | +242.3% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Focus Partners Wealth | 50.67K | -0.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Franklin Resources Inc | 28.99K | -81.4% | $649,086 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 19.98K | +14.3% | $447,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 18.84K | -36.9% | $421,883 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 18.84K | +37.4% | $421,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 15.32K | +5.6% | $343,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 12.68K | -47.6% | $283,988 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 6.83K | -2.8% | $152,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 2.35K | 新增 | $52,729 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.12K | 新增 | $25,122 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 367 | -39.7% | $8,208 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Cwm, Llc | 202 | 新增 | $4,523 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 200 | 0.0% | $4,478 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 199 | 新增 | $4,456 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | 0.0% | $24 | 0.0% | Held | 2 | SEC ↗ |
"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
| Northwestern Mutual Wealth… | $52,729 | 0.0% |
| Rockefeller Capital… | $25,122 | 0.0% |
| Cwm, Llc | $4,523 | 0.0% |
| Us Bancorp \De\ | $4,456 | 0.0% |
已清仓
| Hsbc Holdings Plc | $807,010 | 曾为 0.0% |
| D. E. Shaw & Co. | $263,871 | 曾为 0.0% |
| BlackRock | $8,925 | 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, 5.39M 股份, $115.19M 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