证券记录 · 已归档季度
FRI
名称等待档案录入
26被追踪持有人
+1Δ持有人
2.63M持有股份
$74.95M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 -3.3% ·
净新建仓位 +3.8%
— 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 | 27 | +2 | 2.81M | $89.07M | +3 | −1 |
| Q1 2026 | 26 | +1 | 2.63M | $74.95M | +2 | −1 |
| Q4 2025 | 25 | +2 | 2.72M | $74.35M | +3 | −1 |
| Q3 2025 | 3 | +1 | 791.19K | $22.24M | +1 | — |
| Q2 2025 | 1 | -1 | 581 | $15,725 | — | −1 |
| Q1 2025 | 1 | -1 | 51.53K | $1.42M | — | −1 |
| Q4 2024 | 2 | +2 | 68.88K | $1.89M | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +6.8% | $29.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 570.40K | -1.2% | $16.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 497.82K | +0.5% | $14.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 120.16K | -1.3% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 120.16K | -1.3% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 77.75K | -0.4% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 77.75K | -0.4% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 49.77K | +16.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 49.61K | -66.9% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 46.60K | +35.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 44.59K | -5.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 44.59K | -5.0% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 33.55K | -28.1% | $954,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 33.55K | -28.1% | $954,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 20.63K | +10.3% | $587,187 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 17.32K | -3.0% | $492,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 16.88K | +0.1% | $480,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.81K | -24.4% | $393,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.81K | -24.4% | $393,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 13.48K | +35.6% | $376,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 12.08K | -75.2% | $343,754 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.46K | -13.7% | $297,771 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 8.16K | 0.0% | $232,355 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 6.01K | 新增 | $171,073 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 2.76K | +5.4% | $78,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 382 | -6.8% | $10,857 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 240 | -12.7% | $6,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 173 | 0.0% | $4,924 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 164 | 0.0% | $4,667 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 1 | 新增 | $28 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 0 | — | $9 | 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 | $171,073 | 0.0% |
| Northwestern Mutual Wealth… | $28 | 0.0% |
已清仓
| Goldman Sachs Group | $526,318 | 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): 70 持有人, 3.88M 股份, $109.18M 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