证券记录 · 已归档季度
FSEP
名称等待档案录入
26被追踪持有人
+3Δ持有人
2.75M持有股份
$138.52M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +13.0% ·
股份流向 -4.3% ·
净新建仓位 +11.5%
· 公式
持有人分散化：持有人数增多，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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 16.04K | $924,994 | n/a | n/a |
| Q2 2026 | 23 | -1 | 1.92M | $105.92M | +2 | −4 |
| Q1 2026 | 26 | +3 | 2.75M | $138.52M | +4 | −1 |
| Q4 2025 | 23 | 0 | 2.88M | $148.32M | +1 | −1 |
| Q3 2025 | 3 | 0 | 19.93K | $1.01M | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.10K | $293,044 | n/a | n/a |
| Q1 2025 | 1 | 0 | 14.51K | $646,287 | n/a | n/a |
| Q4 2024 | 1 | +1 | 4.76K | $217,374 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.33K | $320,978 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 487.95K | -3.7% | $24.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cwm, Llc | 425.05K | -6.0% | $21.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 368.07K | -3.5% | $18.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 279.99K | +11.4% | $14.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 278.92K | -9.6% | $14.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 240.64K | -1.3% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 203.06K | -32.1% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 196.08K | -10.3% | $9.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 67.68K | +1.0% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 34.37K | +60.8% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 25.95K | -0.7% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mariner, LLC | 25.45K | +47.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 24.57K | 新增 | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 24.06K | -2.5% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 10.23K | -22.9% | $514,876 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 9.66K | 新增 | $485,986 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 9.49K | 新增 | $477,732 | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 8.40K | 0.0% | $423,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.35K | 0.0% | $420,256 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 8.16K | -15.6% | $412,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | First Trust Advisors Lp | 5.76K | +9.1% | $289,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 5.60K | 0.0% | $281,848 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Barclays Plc | 1.62K | -44.2% | $81,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.50K | 新增 | $74,070 | 0.0% | New | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 821 | +697.1% | $40,455 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 723 | +94.3% | $36,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $1.24M | 0.0% |
| Citadel Advisors | $485,986 | 0.0% |
| AQR Capital Management | $477,732 | 0.0% |
| Jones Financial Companies Lllp | $74,070 | 0.0% |
已清仓
| Goldman Sachs Group | $236,970 | 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): 151 持有人, 6.07M 股份, $291.82M 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
持有该证券的受追踪机构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