证券记录 · 已归档季度
GII
名称等待档案录入
41被追踪持有人
+4Δ持有人
2.09M持有股份
$158.53M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.8% ·
股份流向 +21.5% ·
净新建仓位 +9.8%
— 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 | 41 | +4 | 2.09M | $158.53M | +5 | −1 |
| Q1 2026 | 38 | +4 | 1.73M | $131.24M | +5 | −1 |
| Q4 2025 | 34 | +1 | 1.47M | $102.58M | +1 | — |
| Q3 2025 | 5 | -1 | 171.86K | $11.96M | — | −1 |
| Q2 2025 | 4 | 0 | 91.55K | $6.16M | +1 | −1 |
| Q1 2025 | 3 | 0 | 52.36K | $3.25M | — | — |
| Q4 2024 | 3 | +2 | 99.79K | $5.90M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 538.47K | +6.9% | $40.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mariner, LLC | 329.56K | +1.4% | $24.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 247.12K | 新增 | $18.71M | 0.0% | New | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (被动) | 142.20K | 0.0% | $10.77M | 0.0% | Held | 7 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 120.14K | -12.2% | $9.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 120.14K | -12.2% | $9.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 84.92K | +12.7% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cibc World Market Inc. | 76.81K | +10.9% | $5.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 76.58K | +31.6% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 76.58K | +31.6% | $5.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 72.26K | 新增 | $5.47M | 0.0% | New | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 57.31K | +29.7% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 53.74K | +18.0% | $4.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 53.74K | +18.0% | $4.07M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 50.03K | +9.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 50.03K | +9.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 41.59K | -1.2% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 41.59K | -1.2% | $3.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 38.07K | +8.5% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 36.44K | -7.9% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 18.14K | +35.9% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.16K | +5.3% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 14.16K | +5.3% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 12.17K | +75.0% | $935,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 11.57K | -0.1% | $887,378 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Amundi | 10.37K | +154.6% | $785,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 9.07K | -66.6% | $686,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 8.69K | +19.2% | $658,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 7.82K | +10.4% | $591,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 6.96K | +1.3% | $526,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 6.96K | +1.3% | $526,714 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 5.74K | +1.8% | $434,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 4.97K | -87.9% | $376,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 3.65K | +38.5% | $276,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 3.14K | +7.4% | $237,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.74K | 新增 | $208,398 | 0.0% | New | 1 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 2.75K | 0.0% | $207,824 | 0.0% | Held | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 2.42K | +1.2% | $181,319 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 1.12K | 0.0% | $85,185 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Simplex Trading, Llc | 1.10K | +1009.1% | $83,129 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (被动) | 850 | 0.0% | $64,353 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 476 | +120.4% | $36,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 297 | 0.0% | $22,486 | 0.0% | Held | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 65 | 0.0% | $4,921 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 33 | 0.0% | $2,498 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Allspring Global Investments… | 19 | 新增 | $1,441 | 0.0% | New | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 13 | 0.0% | $984 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Fifth Third Bancorp | 4 | 新增 | $339 | 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
| Jane Street Group, Llc | $18.71M | 0.0% |
| Citadel Advisors | $5.47M | 0.0% |
| Wealth Enhancement Advisory… | $208,398 | 0.0% |
| Allspring Global Investments… | $1,441 | 0.0% |
| Fifth Third Bancorp | $339 | 0.0% |
已清仓
| Mirae Asset Global… | $152,040 | 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): 123 持有人, 5.13M 股份, $380.90M 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