证券记录 · 已归档季度
GTIP
名称等待档案录入
19被追踪持有人
+2Δ持有人
2.47M持有股份
$122.11M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 +30.0% ·
净新建仓位 +10.5%
— 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 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 | 16 | -2 | 2.93M | $143.15M | +4 | −6 |
| Q1 2026 | 19 | +2 | 2.47M | $122.11M | +4 | −2 |
| Q4 2025 | 17 | -1 | 1.58M | $77.38M | — | −1 |
| Q3 2025 | 4 | +1 | 152.37K | $7.61M | +1 | — |
| Q2 2025 | 1 | 0 | 13.53K | $669,960 | — | — |
| Q1 2025 | 1 | 0 | 23.25K | $1.17M | — | — |
| Q4 2024 | 1 | 0 | 15.06K | $725,898 | — | — |
| Q3 2024 | 1 | 0 | 39.30K | $1.97M | — | — |
| Q2 2024 | 1 | — | 20.07K | $974,025 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.04M | +205.5% | $51.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 862.53K | +4.7% | $42.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 158.83K | +23.3% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 150.86K | +8.6% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 137.06K | +148.6% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 137.06K | +148.6% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 36.03K | +6.6% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 36.03K | +6.6% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 26.73K | +46.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.73K | +46.6% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 16.67K | 新增 | $822,899 | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 12.52K | +14.0% | $618,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 10.41K | 新增 | $514,139 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 10.27K | -14.7% | $506,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 7.90K | +69.0% | $390,013 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 3.28K | +99.0% | $161,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.65K | -2.6% | $131,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 74 | -23.7% | $3,653 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 67 | 新增 | $3,308 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 46 | 0.0% | $2,271 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34 | 新增 | $1,667 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 23 | -93.4% | $1,136 | 0.0% | ▼ Trim | 2 | 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
| Citadel Advisors | $822,899 | 0.0% |
| Susquehanna International… | $514,139 | 0.0% |
| Northwestern Mutual Wealth… | $3,308 | 0.0% |
| Jones Financial Companies Lllp | $1,667 | 0.0% |
已清仓
| Commonwealth Equity Services… | $200,183 | 曾为 0.0% |
| Assetmark, Inc | $295 | 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): 54 持有人, 4.69M 股份, $189.07M 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: Q1 2026 ·
方法论 ·
通过API获取此数据