证券记录 · 已归档季度
FTMA
名称等待档案录入
22被追踪持有人
+2Δ持有人
11.42M持有股份
$102.35M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +9.2% ·
净新建仓位 +9.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 3.22M | +8.3% | $28.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 3.01M | -2.9% | $27.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 2.67M | +42.2% | $23.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 685.38K | +17.9% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 313.01K | +24.1% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 270.42K | +0.8% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 263.72K | -25.4% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 255.12K | +5.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 224.00K | +8.8% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 172.01K | -1.7% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 131.21K | -7.5% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 49.48K | -19.4% | $444,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 24.88K | +4.8% | $223,117 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 24.10K | -70.1% | $216,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 21.98K | 新增 | $197,024 | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 20.85K | -22.4% | $186,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 19.25K | -12.1% | $172,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 18.35K | -18.6% | $164,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 14.20K | -27.6% | $126,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 5.38K | -77.2% | $48,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 417 | 新增 | $3,738 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 99 | 0.0% | $888 | 0.0% | Held | 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
| Russell Investments Group… | $197,024 | 0.0% |
| Assetmark, Inc | $3,738 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 54 持有人, 13.07M 股份, $116.68M 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