证券记录 · 已归档季度
FTMS
名称等待档案录入
17被追踪持有人
+1Δ持有人
9.42M持有股份
$93.27M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -17.5% ·
净新建仓位 +5.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 10.28M | $102.08M | +2 | −1 |
| Q1 2026 | 17 | +1 | 9.42M | $93.27M | +2 | −1 |
| Q4 2025 | 16 | +2 | 11.42M | $113.65M | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 6.22M | -25.5% | $61.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 660.02K | +44.8% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 660.02K | +44.8% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 660.02K | +44.8% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 643.95K | +8.9% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 581.29K | +36.2% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 557.68K | -20.7% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 270.31K | +1.2% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mariner, LLC | 133.46K | -21.5% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 75.33K | -3.9% | $745,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 75.33K | -3.9% | $745,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 75.33K | -3.9% | $745,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 61.47K | -17.6% | $608,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 55.39K | -41.9% | $548,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 49.46K | 新增 | $489,877 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 48.77K | +125.6% | $483,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 31.95K | 新增 | $316,432 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 30.37K | +21.0% | $300,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cwm, Llc | 3.36K | 0.0% | $33,300 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.44K | -4.8% | $24,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 0 | -100.0% | $0 | 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
| Mercer Global Advisors Inc… | $489,877 | 0.0% |
| Jane Street Group, Llc | $316,432 | 0.0% |
已清仓
| Wells Fargo & Company/Mn | $2,095 | 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): 38 持有人, 10.78M 股份, $106.74M 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: Q1 2026 ·
方法论 ·
通过API获取此数据