证券记录 · 已归档季度
FOCT
名称等待档案录入
23被追踪持有人
0Δ持有人
2.21M持有股份
$115.42M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -19.2% · 净新建仓位 0.0% — 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 2.21M | $115.42M | +3 | −3 |
| Q1 2026 | 24 | +1 | 2.83M | $135.08M | +3 | −2 |
| Q4 2025 | 23 | +1 | 2.98M | $146.08M | +1 | — |
| Q3 2025 | 1 | -1 | 4.13K | $196,312 | — | −1 |
| Q2 2025 | 1 | 0 | 14.17K | $634,391 | — | — |
| Q1 2025 | 1 | 0 | 13.18K | $546,887 | — | — |
| Q4 2024 | 1 | 0 | 15.94K | $679,352 | — | — |
| Q3 2024 | 1 | 0 | 12.91K | $545,681 | — | — |
| Q2 2024 | 1 | — | 15.34K | $637,224 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 508.79K | -41.9% | $26.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 347.21K | -1.8% | $18.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 347.21K | -1.8% | $18.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 313.66K | +6.2% | $16.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 193.91K | +6.7% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 174.24K | -50.7% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 147.11K | -19.6% | $7.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 124.79K | -16.2% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 117.79K | +17.1% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 46.59K | -10.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 46.59K | -10.6% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 43.27K | -11.0% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 30.50K | -13.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 28.89K | -10.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 28.89K | -10.5% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 23.99K | -10.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 20.71K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 19.73K | -2.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 15.80K | +1169.1% | $819,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 15.80K | +1169.1% | $819,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Hrt Financial Lp | 15.63K | 新增 | $817,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 10.74K | 新增 | $561,385 | 0.0% | New | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 9.61K | -3.0% | $502,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 7.67K | +10.4% | $401,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.88K | -1.6% | $309,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Barclays Plc | 972 | +4760.0% | $50,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 21 | -36.4% | $1,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.08M | 0.0% |
| Hrt Financial Lp | $817,000 | 0.0% |
| Goldman Sachs Group | $561,385 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $70,316 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $45,820 | 曾为 0.0% |
| UBS Group AG | $31,040 | 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): 135 持有人, 5.21M 股份, $238.71M 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
该证券的被追踪持有人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