证券记录
FOF
名称等待档案录入
20被追踪持有人
-1Δ持有人
4.63M持有股份
$64.25M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -0.7% ·
净新建仓位 -5.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.44M | +1.2% | $20.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.44M | +1.2% | $20.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 623.85K | -1.4% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 539.03K | -2.3% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 539.03K | -2.3% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 385.46K | +7.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 334.00K | +44.9% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 334.00K | +44.9% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 311.83K | -1.8% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 311.83K | -1.8% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 257.58K | +2.5% | $3.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 204.94K | -1.5% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 166.35K | 0.0% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 120.57K | -48.4% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 64.73K | +21.8% | $898,471 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 64.10K | -3.3% | $889,721 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fifth Third Bancorp | 33.58K | +1.1% | $466,090 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.77K | -41.7% | $288,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 19.93K | 0.0% | $276,698 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 11.40K | -62.2% | $158,280 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 10.94K | +1.9% | $151,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Hrt Financial Lp | 10.62K | 新增 | $147,000 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.59K | 0.0% | $49,147 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 825 | 0.0% | $11,451 | 0.0% | Held | 3 | 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
| Hrt Financial Lp | $147,000 | 0.0% |
已清仓
| Susquehanna International… | $248,825 | 曾为 0.0% |
| Jane Street Group, Llc | $138,064 | 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): 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: Q2 2026 ·
方法论 ·
通过API获取此数据