证券记录 · 已归档季度
FNDB
名称等待档案录入
39被追踪持有人
+1Δ持有人
3.28M持有股份
$99.83M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +2.6% ·
股份流向 +4.6% ·
净新建仓位 0.0%
· 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 477.42K | +9.8% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 434.81K | -1.1% | $13.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 305.56K | +1.5% | $9.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 296.60K | +6.8% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 217.29K | +26.6% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 209.90K | +4.5% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 194.87K | +149.8% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Jones Financial Companies Lllp | 182.67K | +31.1% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 111.61K | -3.8% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 104.74K | +0.2% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 91.39K | +4.5% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 76.25K | -9.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 66.85K | +31.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 54.94K | +2.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 51.54K | +1.2% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 50.85K | -1.4% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Creative Planning | 47.65K | -10.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 45.16K | -7.5% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 44.07K | -57.9% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 38.96K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 38.07K | +24.2% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 20.93K | -8.3% | $637,447 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Stifel Financial Corp | 19.12K | +0.2% | $582,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Nuveen, LLC | 15.27K | 新增 | $465,232 | 0.0% | New | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 13.48K | -43.4% | $410,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | BlackRock ✦ (被动) | 11.56K | 0.0% | $352,253 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Chevy Chase Trust Holdings, LLC | 10.21K | 0.0% | $310,936 | 0.0% | Held | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 9.55K | 0.0% | $291,045 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 8.61K | -6.3% | $262,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 8.56K | -1.6% | $260,844 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Brown Advisory Inc | 6.84K | 新增 | $208,346 | 0.0% | New | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 6.23K | -16.2% | $189,796 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 4.65K | 0.0% | $141,639 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 600 | +246.8% | $18,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 432 | +44.0% | $13,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 185 | 新增 | $5,606 | 0.0% | New | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 145 | 0.0% | $4,417 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 5 | 新增 | $152 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | 0.0% | $45 | 0.0% | Held | 3 | 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
| Nuveen, LLC | $465,232 | 0.0% |
| Brown Advisory Inc | $208,346 | 0.0% |
| National Bank Of Canada /Fi/ | $5,606 | 0.0% |
| Bnp Paribas Financial Markets | $152 | 0.0% |
已清仓
| HighTower Advisors, LLC | $17.79M | 曾为 0.0% |
| Corient Private Wealth LP | $1.45M | 曾为 0.0% |
| Goldman Sachs Group | $566,168 | 曾为 0.0% |
| Focus Partners Wealth | $239,432 | 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): 169 持有人, 12.18M 股份, $316.40M 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: Q2 2026 ·
方法论 ·
通过API获取此数据