证券记录
FYC
名称等待档案录入
29被追踪持有人
-8Δ持有人
5.36M持有股份
$682.75M报告持仓市值
+0新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 -21.6% ·
股份流向 +13.8% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.50M | +10.6% | $191.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 649.98K | +19.3% | $82.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 606.27K | +53.7% | $77.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 472.35K | +6.5% | $60.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 313.22K | +8.1% | $39.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 248.57K | +1.8% | $31.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 196.71K | +0.1% | $25.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 193.05K | +4.1% | $24.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 175.63K | +2.6% | $22.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 156.28K | +52.5% | $19.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 154.86K | -11.3% | $19.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 124.07K | +70.2% | $15.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 112.86K | +85.4% | $14.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 100.22K | +14.2% | $12.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 99.87K | +8.0% | $12.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Jones Financial Companies Lllp | 64.32K | +25.7% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 53.63K | +16.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 45.36K | +65.2% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 27.64K | +117.5% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 22.01K | +38.2% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Truist Financial Corp | 19.33K | +12.4% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 9.93K | +2.7% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 5.80K | -5.7% | $738,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 3.66K | -44.6% | $466,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Blair William & Co/Il | 1.86K | +165.9% | $236,980 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.09K | +114.2% | $138,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 671 | +4.2% | $85,384 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 595 | -27.9% | $74,841 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 65 | 0.0% | $8,277 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $6.57M | 曾为 0.0% |
| Goldman Sachs Group | $1.46M | 曾为 0.0% |
| Millennium Management | $459,006 | 曾为 0.0% |
| Mariner, LLC | $295,323 | 曾为 0.0% |
| Ameriprise Financial Inc | $261,264 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $229,687 | 曾为 0.0% |
| Russell Investments Group… | $12,607 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $12,413 | 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): 152 持有人, 6.54M 股份, $621.17M 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