证券记录 · 已归档季度
FLRT
名称等待档案录入
23被追踪持有人
+2Δ持有人
3.81M持有股份
$176.61M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 +9.5% ·
股份流向 +16.7% ·
净新建仓位 +8.7%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.92K | $228,586 | n/a | n/a |
| Q2 2026 | 19 | -2 | 3.75M | $174.71M | +2 | −5 |
| Q1 2026 | 23 | +2 | 3.81M | $176.61M | +4 | −2 |
| Q4 2025 | 21 | -3 | 3.27M | $154.03M | n/a | −3 |
| Q3 2025 | 4 | +1 | 30.30K | $1.44M | +1 | n/a |
| Q2 2025 | 1 | 0 | 24.54K | $1.17M | n/a | n/a |
| Q1 2025 | 1 | 0 | 107.13K | $5.04M | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.08K | $289,233 | n/a | n/a |
| Q3 2024 | 1 | 0 | 41.97K | $1.99M | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.96K | $1.09M | 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 | LPL Financial LLC | 1.81M | +17.1% | $83.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 338.56K | +7.1% | $15.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 271.18K | -2.0% | $12.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 244.96K | -2.4% | $11.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 226.16K | +97.6% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 206.90K | +29.9% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 146.15K | +0.4% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 143.44K | +23.2% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 140.45K | -0.1% | $6.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 74.58K | +1.2% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 58.90K | 新增 | $2.73M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 41.30K | +3.2% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 36.94K | 新增 | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 30.21K | +66.9% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.78K | -4.8% | $777,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mariner, LLC | 8.79K | 新增 | $406,817 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 7.60K | -13.1% | $351,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 4.92K | -17.5% | $228,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 2.84K | +729.8% | $131,407 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 1.17K | -96.7% | $54,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 417 | +1.0% | $19,300 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 92 | 0.0% | $4,261 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2 | 新增 | $93 | 0.0% | New | 1 | 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
| Jane Street Group, Llc | $2.73M | 0.0% |
| Citadel Advisors | $1.71M | 0.0% |
| Mariner, LLC | $406,817 | 0.0% |
| Fidelity (FMR) | $93 | 0.0% |
已清仓
| UBS Group AG | $5,986 | 曾为 0.0% |
| Morgan Stanley | $61 | 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): 113 持有人, 7.82M 股份, $350.48M 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