证券记录 · 已归档季度
FLDR
名称等待档案录入
25被追踪持有人
+2Δ持有人
5.56M持有股份
$278.49M报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +8.7% ·
股份流向 +7.2% ·
净新建仓位 +8.0%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -4 | 14.48M | $725.77M | n/a | −5 |
| Q1 2026 | 25 | +2 | 5.56M | $278.49M | +4 | −2 |
| Q4 2025 | 23 | 0 | 5.19M | $260.67M | +1 | −1 |
| Q3 2025 | 4 | 0 | 382.73K | $19.21M | n/a | n/a |
| Q2 2025 | 2 | 0 | 54.87K | $2.75M | n/a | n/a |
| Q1 2025 | 1 | 0 | 21.86K | $1.10M | n/a | n/a |
| Q4 2024 | 1 | 0 | 56.03K | $2.80M | n/a | n/a |
| Q3 2024 | 1 | 0 | 12.21K | $613,165 | n/a | n/a |
| Q2 2024 | 1 | n/a | 9.82K | $490,166 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.08M | +5.0% | $53.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 870.77K | +12.2% | $43.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 844.05K | +31.0% | $42.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 518.35K | -2.8% | $25.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 351.36K | -5.4% | $17.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 325.76K | +4.0% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 256.47K | -3.2% | $12.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 214.15K | 新增 | $10.72M | 0.0% | New | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 189.04K | -6.7% | $9.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 164.98K | -20.2% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 161.62K | -6.3% | $8.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 134.33K | +15.1% | $6.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 99.92K | +51.5% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 84.99K | +0.9% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 83.37K | +0.1% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 64.29K | +94.1% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 41.49K | -84.8% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 32.91K | +221.6% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Hrt Financial Lp | 19.20K | 新增 | $960,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 12.28K | +378.0% | $613,654 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 9.61K | +128.9% | $480,840 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Cwm, Llc | 4.77K | 新增 | $238,939 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 4.15K | 0.0% | $207,708 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 664 | 新增 | $33,233 | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 505 | -71.9% | $25,275 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $10.72M | 0.0% |
| Hrt Financial Lp | $960,000 | 0.0% |
| Cwm, Llc | $238,939 | 0.0% |
| Fifth Third Bancorp | $33,233 | 0.0% |
已清仓
| Citigroup Inc | $96,190 | 曾为 0.0% |
| Jones Financial Companies Lllp | $3,968 | 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): 124 持有人, 9.91M 股份, $488.77M 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