证券记录 · 已归档季度
FOF
名称等待档案录入
21被追踪持有人
+2Δ持有人
4.66M持有股份
$59.82M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.5% ·
股份流向 -3.4% ·
净新建仓位 +9.5%
— 公式
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.63M | $64.25M | +1 | −2 |
| Q1 2026 | 21 | +2 | 4.66M | $59.82M | +2 | — |
| Q4 2025 | 19 | 0 | 4.83M | $63.70M | — | — |
| Q3 2025 | 2 | -1 | 1.49M | $19.43M | — | −1 |
| Q2 2025 | 1 | — | 16.54K | $208,684 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.43M | -1.8% | $18.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.43M | -1.8% | $18.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 632.87K | -31.0% | $8.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 551.87K | +1.8% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 359.85K | -2.8% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 359.85K | -2.8% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 359.85K | -2.8% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 317.57K | -3.2% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 317.57K | -3.2% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 251.43K | +0.7% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 233.63K | -8.7% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 230.48K | +120.0% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 230.48K | +120.0% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 208.08K | -0.4% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 166.30K | +5.3% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 66.29K | -11.6% | $850,487 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 53.16K | -4.6% | $682,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 35.64K | +21.9% | $457,210 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 33.20K | 新增 | $425,956 | 0.0% | New | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 30.14K | -3.5% | $386,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 19.93K | -2.3% | $255,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 19.39K | 新增 | $248,825 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 10.76K | -6.4% | $138,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 10.76K | -6.4% | $138,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 10.74K | +1.9% | $137,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 3.59K | 0.0% | $45,234 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 825 | 0.0% | $10,585 | 0.0% | Held | 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
| Fifth Third Bancorp | $425,956 | 0.0% |
| Susquehanna International… | $248,825 | 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): 57 持有人, 5.19M 股份, $66.04M 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: Q1 2026 ·
方法论 ·
通过API获取此数据