证券记录 · 已归档季度
FMAY
名称等待档案录入
25被追踪持有人
+1Δ持有人
1.79M持有股份
$94.27M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 -0.3% ·
净新建仓位 +4.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | 2 | 0 | 332.72K | $19.10M | n/a | n/a |
| Q2 2026 | 27 | +3 | 2.60M | $145.96M | +5 | −2 |
| Q1 2026 | 25 | +1 | 1.79M | $94.27M | +1 | n/a |
| Q4 2025 | 24 | +1 | 1.79M | $95.69M | +2 | −1 |
| Q3 2025 | 1 | -1 | 3.89K | $203,031 | n/a | −1 |
| Q2 2025 | 1 | 0 | 4.66K | $233,290 | n/a | n/a |
| Q1 2025 | 1 | +1 | 5.42K | $250,427 | +1 | n/a |
| Q3 2024 | 1 | 0 | 18.05K | $839,366 | n/a | n/a |
| Q2 2024 | 1 | n/a | 6.49K | $289,600 | 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 | Commonwealth Equity Services, Llc | 267.66K | -4.9% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Assetmark, Inc | 266.05K | +9.9% | $14.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 240.36K | -5.0% | $12.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 210.64K | +27.9% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 169.65K | -18.6% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Cwm, Llc | 149.77K | -4.3% | $7.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 142.78K | +10.9% | $7.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 94.32K | -18.7% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 89.12K | -3.5% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 50.46K | +18.9% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 27.34K | -1.1% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 10.35K | -5.9% | $546,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 9.60K | -29.5% | $510,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 9.56K | +0.8% | $504,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 9.50K | 0.0% | $501,601 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Mariner, LLC | 7.64K | -7.3% | $403,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 7.24K | +26.1% | $382,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 6.52K | +56.3% | $344,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 5.70K | 0.0% | $300,961 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 5.40K | -3.0% | $285,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Barclays Plc | 2.28K | +63.0% | $120,226 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 1.70K | 0.0% | $89,760 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 993 | 新增 | $52,431 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 688 | +2.7% | $36,326 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 63 | 0.0% | $3,326 | 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
| Fifth Third Bancorp | $52,431 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 129 持有人, 4.22M 股份, $215.18M 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