证券记录
FVC
名称等待档案录入
21被追踪持有人
+3Δ持有人
935.70K持有股份
$40.98M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 -9.8% ·
净新建仓位 +14.3%
— 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 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 | +3 | 935.70K | $40.98M | +3 | — |
| Q1 2026 | 19 | +2 | 1.04M | $36.14M | +3 | −1 |
| Q4 2025 | 17 | 0 | 1.06M | $38.72M | — | — |
| Q3 2025 | 3 | 0 | 236.52K | $8.53M | — | — |
| Q2 2025 | 1 | -1 | 321 | $11,405 | — | −1 |
| Q1 2025 | 1 | +1 | 46.79K | $1.65M | +1 | — |
| Q3 2024 | 1 | +1 | 17.83K | $638,742 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 207.93K | -5.4% | $9.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 207.93K | -5.4% | $9.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 179.65K | -0.8% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 179.65K | -0.8% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 146.06K | -35.8% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 125.80K | -2.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 125.80K | -2.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 104.82K | -13.3% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 55.39K | -6.3% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 55.39K | -6.3% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 22.42K | -1.7% | $982,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 21.79K | +47.8% | $954,323 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 21.12K | -5.4% | $925,242 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 13.82K | +1.1% | $605,119 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 12.52K | +2.8% | $548,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.52K | +2.8% | $548,153 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 7.92K | -2.4% | $346,974 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 5.41K | 新增 | $236,819 | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 4.59K | 新增 | $201,050 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.58K | 0.0% | $113,044 | 0.0% | Held | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 1.49K | -18.1% | $63,839 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 1.12K | 0.0% | $49,320 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 678 | 0.0% | $29,695 | 0.0% | Held | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 320 | 0.0% | $13,783 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 171 | 0.0% | $7,490 | 0.0% | Held | 5 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 102 | 新增 | $4,308 | 0.0% | New | 1 | 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
| Cetera Investment Advisers | $236,819 | 0.0% |
| Commonwealth Equity Services… | $201,050 | 0.0% |
| Jones Financial Companies Lllp | $4,308 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 50 持有人, 1.59M 股份, $54.04M 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