证券记录 · 已归档季度
FTCA
名称等待档案录入
27被追踪持有人
+2Δ持有人
6.86M持有股份
$50.92M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +24.5% ·
净新建仓位 +7.4%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 6.86M | $50.92M | +4 | −2 |
| Q1 2026 | 26 | 0 | 5.52M | $40.19M | +2 | −2 |
| Q4 2025 | 26 | +3 | 4.36M | $31.92M | +3 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.66M | +14.1% | $12.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 1.20M | +58.7% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 966.27K | +16.8% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 966.27K | +16.8% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 966.27K | +16.8% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 964.67K | +19.0% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 223.36K | +85.8% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 218.72K | +19.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 218.72K | +19.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 218.72K | +19.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 198.18K | +74.2% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 198.18K | +74.2% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 198.18K | +74.2% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 179.30K | +6.4% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 162.00K | -14.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 146.66K | +169.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 134.37K | +23.3% | $997,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 132.59K | +22.5% | $983,847 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 117.43K | -29.1% | $871,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 117.01K | +9.5% | $868,217 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 108.00K | 0.0% | $801,360 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 93.86K | 新增 | $696,426 | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 46.24K | 0.0% | $343,116 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 40.13K | 新增 | $297,734 | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 40.13K | 新增 | $297,734 | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 33.16K | +0.2% | $246,078 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 27.59K | 0.0% | $204,747 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 21.83K | +19.8% | $161,956 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 18.29K | +18.7% | $135,704 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 17.97K | 新增 | $133,315 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 16.93K | 0.0% | $125,643 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 15.47K | 新增 | $114,810 | 0.0% | New | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 386 | 0.0% | $2,864 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 113 | 0.0% | $838 | 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
| Goldman Sachs Group | $696,426 | 0.0% |
| Susquehanna International… | $297,734 | 0.0% |
| Susquehanna International… | $297,734 | 0.0% |
| Lido Advisors, LLC | $133,315 | 0.0% |
| Citadel Advisors | $114,810 | 0.0% |
已清仓
| Mariner, LLC | $565,943 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $5,940 | 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): 75 持有人, 7.77M 股份, $56.39M 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