证券记录
FTMH
名称等待档案录入
31被追踪持有人
+1Δ持有人
9.12M持有股份
$108.39M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +25.5% ·
净新建仓位 +3.2%
— 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 | 31 | +1 | 9.12M | $108.39M | +3 | −2 |
| Q1 2026 | 31 | +4 | 7.27M | $83.81M | +5 | −1 |
| Q4 2025 | 27 | +2 | 6.28M | $72.62M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.65M | -3.4% | $19.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.46M | +28.6% | $17.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 768.18K | +5.8% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 756.11K | +20.7% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 756.11K | +20.7% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Captrust Financial Advisors | 684.00K | +3.2% | $8.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 683.13K | +30.3% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 683.13K | +30.3% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 506.40K | +621.2% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 506.40K | +621.2% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 390.53K | +103.5% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 390.53K | +103.5% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 316.70K | +14.3% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 294.44K | +159.9% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 294.44K | +159.9% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 256.63K | +176.6% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 246.67K | +18.0% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 189.95K | -0.6% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 162.60K | +45.4% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 162.60K | +45.4% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 125.63K | -1.4% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 103.02K | +85.3% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 90.46K | +20.1% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 86.09K | -28.9% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 86.09K | -28.9% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 77.76K | +392.9% | $923,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 70.57K | +8.1% | $838,349 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 52.84K | 新增 | $627,739 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 38.80K | +15.9% | $460,977 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 35.30K | +0.1% | $419,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 31.74K | +67.3% | $377,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 20.71K | -1.2% | $246,034 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 11.07K | 新增 | $131,476 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 6.46K | +312.2% | $76,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 5.87K | +10.8% | $69,760 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Franklin Resources Inc | 2.97K | -1.5% | $35,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 223 | 新增 | $2,649 | 0.0% | New | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 33 | -95.5% | $392 | 0.0% | ▼ Trim | 2 | 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 | $627,739 | 0.0% |
| Citadel Advisors | $131,476 | 0.0% |
| Assetmark, Inc | $2,649 | 0.0% |
已清仓
| Lido Advisors, LLC | $383,949 | 曾为 0.0% |
| Mariner, LLC | $183,719 | 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): 81 持有人, 9.30M 股份, $106.43M 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