证券记录
FTGS
名称等待档案录入
28被追踪持有人
0Δ持有人
14.64M持有股份
$541.91M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.7% · 净新建仓位 0.0% — 公式
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 | 28 | 0 | 14.64M | $541.91M | +2 | −2 |
| Q1 2026 | 29 | +4 | 15.71M | $534.80M | +5 | −1 |
| Q4 2025 | 25 | +1 | 15.74M | $556.36M | +1 | — |
| Q3 2025 | 3 | 0 | 1.00M | $35.94M | — | — |
| Q2 2025 | 2 | 0 | 62.77K | $2.15M | — | — |
| Q1 2025 | 1 | 0 | 85.01K | $2.53M | — | — |
| Q4 2024 | 1 | 0 | 20.75K | $651,707 | — | — |
| Q3 2024 | 1 | +1 | 13.18K | $411,480 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.77M | +0.4% | $213.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.91M | -1.7% | $70.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.91M | -1.7% | $70.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.91M | -1.7% | $70.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.53M | +2.9% | $56.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.11M | +8.0% | $41.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.11M | +8.0% | $41.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.09M | +9.3% | $40.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 777.67K | +12.2% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 777.67K | +12.2% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 777.67K | +12.2% | $28.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 541.87K | +5.4% | $20.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 541.87K | +5.4% | $20.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 541.87K | +5.4% | $20.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 425.00K | +6.9% | $15.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 330.75K | -13.0% | $12.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 330.75K | -13.0% | $12.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 314.95K | -7.4% | $11.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 254.76K | +3.6% | $9.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 200.59K | +5.4% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 134.17K | +26.2% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 102.67K | +2.4% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 102.67K | +2.4% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 51.73K | +47.3% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 28.35K | -53.5% | $1.05M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 20.07K | +6.2% | $742,486 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 16.95K | +2.5% | $644,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 15.86K | -22.7% | $586,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | First Trust Advisors Lp | 5.77K | 新增 | $213,465 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 5.49K | -35.0% | $203,142 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 5.33K | -5.0% | $197,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 4.14K | +302.0% | $153,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.91K | -61.0% | $107,653 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Fifth Third Bancorp | 915 | -61.0% | $33,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 408 | -78.2% | $14,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 104 | +333.3% | $3,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 3 | 新增 | $111 | 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
| First Trust Advisors Lp | $213,465 | 0.0% |
| UBS Group AG | $111 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.53M | 曾为 0.0% |
| Mariner, LLC | $411,117 | 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): 180 持有人, 25.99M 股份, $834.30M 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