证券记录
FTMS
名称等待档案录入
17被追踪持有人
+1Δ持有人
10.28M持有股份
$102.08M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 +9.2% ·
净新建仓位 +5.9%
— 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 6.71M | +8.0% | $66.59M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 686.42K | +6.6% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 597.22K | -9.5% | $5.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 570.45K | -1.9% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 485.38K | -13.0% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 481.70K | +1486.3% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 481.70K | +1486.3% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 332.65K | +23.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 80.56K | +7.0% | $801,404 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 74.55K | +21.3% | $741,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 67.40K | +111.0% | $670,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 53.67K | 新增 | $533,748 | 0.0% | New | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 47.60K | -3.8% | $473,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 44.27K | -20.1% | $440,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 42.25K | 新增 | $420,219 | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.88K | -94.1% | $29,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.38K | -2.2% | $23,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 0 | — | $0 | 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
| Goldman Sachs Group | $533,748 | 0.0% |
| Envestnet Asset Management Inc | $420,219 | 0.0% |
已清仓
| Mariner, LLC | $1.32M | 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: Q2 2026 ·
方法论 ·
通过API获取此数据