证券记录
FRDM
名称等待档案录入
43被追踪持有人
+1Δ持有人
10.26M持有股份
$747.79M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 +2.4% ·
股份流向 +15.3% ·
净新建仓位 0.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | Wells Fargo & Company/Mn | 2.39M | +11.5% | $174.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 2.07M | +6.2% | $150.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 1.09M | +41.4% | $79.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 808.25K | +1.7% | $58.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 737.55K | +24.9% | $53.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 586.33K | +24.2% | $42.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 323.22K | +26.8% | $23.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 294.23K | +17.9% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 276.84K | +52.8% | $20.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 208.52K | +39.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Julius Baer & Co. Ltd, Zurich | 208.40K | +74.4% | $15.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 162.62K | +8.6% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Focus Partners Wealth | 158.68K | +19.2% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 155.98K | -10.4% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Cetera Investment Advisers | 139.96K | +234.5% | $10.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Tidal Investments LLC | 120.12K | -1.9% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 100.38K | +13860.8% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 81.86K | +22.2% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 73.72K | -10.8% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 63.57K | -13.3% | $4.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Truist Financial Corp | 38.59K | +27.0% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 31.25K | +172.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 26.60K | +8.5% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 24.11K | -6.9% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 21.34K | -11.4% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Brown Advisory Inc | 11.32K | +36.1% | $825,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 10.85K | 新增 | $790,898 | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 8.35K | -2.8% | $608,497 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 7.01K | 0.0% | $510,956 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 6.06K | +0.6% | $442,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northern Trust Corp | 5.93K | +14.9% | $432,370 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 5.14K | +20.8% | $375,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 5.04K | +36.6% | $367,197 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | UBS Group AG | 4.29K | -81.8% | $312,377 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Corient Private Wealth LP | 4.23K | 新增 | $308,225 | 0.0% | New | 1 | SEC ↗ |
| 36 | Hrt Financial Lp | 3.83K | -87.2% | $279,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 3.76K | -29.3% | $273,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 3.21K | -7.0% | $234,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 1.63K | 0.0% | $118,973 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Simplex Trading, Llc | 298 | -96.4% | $21,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 200 | 新增 | $14,580 | 0.0% | New | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 175 | 0.0% | $12,758 | 0.0% | Held | 3 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 1 | 新增 | $41 | 0.0% | New | 1 | 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
| Quantinno Capital Management… | $790,898 | 0.0% |
| Corient Private Wealth LP | $308,225 | 0.0% |
| Rockefeller Capital… | $14,580 | 0.0% |
| BlackRock | $41 | 0.0% |
已清仓
| HighTower Advisors, LLC | $22.07M | 曾为 0.0% |
| Jane Street Group, Llc | $6.18M | 曾为 0.0% |
| Goldman Sachs Group | $2.26M | 曾为 0.0% |
| Bank Of Montreal /Can/ | $8,198 | 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): 273 持有人, 33.24M 股份, $1.77B 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