证券记录
FTSD
名称等待档案录入
21被追踪持有人
+1Δ持有人
1.39M持有股份
$126.02M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 +5.0% ·
股份流向 +2.4% ·
净新建仓位 +4.8%
— 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 | 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 | — |
| Q3 2025 | 4 | 0 | 222.30K | $20.24M | — | — |
| Q2 2025 | 2 | 0 | 14.90K | $1.35M | — | — |
| Q1 2025 | 2 | +1 | 17.39K | $1.58M | +1 | — |
| Q4 2024 | 1 | 0 | 18.36K | $1.66M | — | — |
| Q3 2024 | 1 | 0 | 9.69K | $884,642 | — | — |
| Q2 2024 | 1 | — | 24.82K | $2.24M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 393.37K | -10.8% | $35.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Franklin Resources Inc | 320.62K | 0.0% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 136.21K | +10.3% | $12.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 105.12K | +6.9% | $9.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 105.12K | +6.9% | $9.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 97.62K | -12.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 97.62K | -12.3% | $8.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 55.06K | -16.3% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 55.06K | -16.3% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 52.84K | +646.1% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 52.84K | +646.1% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 45.25K | +14.0% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 40.19K | +1.5% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 32.03K | +11.4% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 23.27K | -3.8% | $2.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 23.09K | 新增 | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 20.18K | +37.6% | $1.83M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 15.74K | +92.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.74K | +92.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.74K | +92.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 11.19K | +0.9% | $1.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 8.60K | +32.0% | $778,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 7.76K | -7.2% | $702,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cibc World Market Inc. | 2.23K | -3.1% | $201,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 816 | -40.0% | $73,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 750 | 新增 | $67,889 | 0.0% | New | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 418 | -17.1% | $37,818 | 0.0% | ▼ Trim | 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 | $2.09M | 0.0% |
| JPMorgan Chase | $67,889 | 0.0% |
已清仓
| Jane Street Group, Llc | $676,451 | 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
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