证券记录
FTMA
名称等待档案录入
20被追踪持有人
-2Δ持有人
12.95M持有股份
$118.17M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -9.1% ·
股份流向 +13.4% ·
净新建仓位 -10.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 4.13M | +28.0% | $37.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 2.95M | -1.9% | $26.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 2.77M | +3.6% | $25.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.17M | +70.5% | $10.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 501.00K | +60.1% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 299.23K | +17.3% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 296.05K | +9.5% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 239.85K | +7.1% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 172.19K | +0.1% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 129.19K | -1.5% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 87.80K | -66.7% | $801,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 50.04K | +1.1% | $454,102 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 44.66K | +143.4% | $408,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 28.49K | +100.6% | $259,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.74K | -4.5% | $216,755 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 20.87K | +0.1% | $190,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 20.05K | 新增 | $182,913 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 19.42K | +0.9% | $177,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 4.27K | -20.6% | $38,955 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 99 | 0.0% | $903 | 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
| Mml Investors Services, Llc | $182,913 | 0.0% |
已清仓
| Goldman Sachs Group | $216,030 | 曾为 0.0% |
| Russell Investments Group… | $197,024 | 曾为 0.0% |
| Assetmark, Inc | $3,738 | 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): 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
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