证券记录 · 已归档季度
FTSD
名称等待档案录入
20被追踪持有人
-1Δ持有人
1.36M持有股份
$123.44M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -11.6% ·
净新建仓位 -5.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 21 | +1 | 1.39M | $126.02M | +2 | −1 |
| Q1 2026 | 20 | -1 | 1.36M | $123.44M | +1 | −2 |
| Q4 2025 | 21 | +1 | 1.54M | $139.95M | +1 | n/a |
| Q3 2025 | 4 | 0 | 222.30K | $20.24M | n/a | n/a |
| Q2 2025 | 2 | 0 | 14.90K | $1.35M | n/a | n/a |
| Q1 2025 | 2 | +1 | 17.39K | $1.58M | +1 | n/a |
| Q4 2024 | 1 | 0 | 18.36K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.69K | $884,642 | n/a | n/a |
| Q2 2024 | 1 | n/a | 24.82K | $2.24M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 440.74K | -5.5% | $40.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Franklin Resources Inc | 320.51K | -11.0% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | UBS Group AG | 123.46K | +18.1% | $11.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 111.34K | -49.9% | $10.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 98.36K | -16.4% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 65.76K | +182.1% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Jones Financial Companies Lllp | 39.68K | +12.0% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 39.60K | -3.9% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 28.74K | +13.3% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 24.19K | -15.1% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 14.67K | -38.9% | $1.33M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 11.09K | +9.9% | $1.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Stifel Financial Corp | 8.37K | 新增 | $759,326 | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 8.16K | -20.1% | $740,981 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Jane Street Group, Llc | 7.45K | +108.6% | $676,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.08K | -0.1% | $643,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 6.51K | +173.7% | $591,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cibc World Market Inc. | 2.30K | -15.8% | $208,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.36K | -7.4% | $123,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 504 | +7.2% | $45,791 | 0.0% | ▲ Add | 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
| Stifel Financial Corp | $759,326 | 0.0% |
已清仓
| Goldman Sachs Group | $4.67M | 曾为 0.0% |
| JPMorgan Chase | $5,006 | 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): 66 持有人, 2.07M 股份, $175.85M 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