证券记录 · 已归档季度
GWX
名称等待档案录入
37被追踪持有人
-1Δ持有人
6.49M持有股份
$274.09M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 +6.2% ·
净新建仓位 -2.7%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 510.61K | $23.24M | n/a | n/a |
| Q2 2026 | 40 | +4 | 6.81M | $297.79M | +4 | n/a |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | n/a |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | n/a |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | n/a | n/a |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | n/a | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | n/a |
| Q2 2024 | 1 | n/a | 31.65K | $1.00M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.26M | +3.5% | $53.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 865.40K | +8.8% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.70K | 0.0% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 550.39K | +0.3% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 496.52K | +1.2% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 450.75K | -2.0% | $19.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 338.36K | +90.9% | $14.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 334.48K | -1.6% | $14.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Creative Planning | 274.35K | -3.5% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 266.36K | +3.7% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 163.64K | +2.8% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | UBS Group AG | 134.12K | -0.3% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 128.88K | +2315.7% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 107.69K | +103.2% | $4.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 74.64K | -7.5% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 71.29K | -31.3% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Pnc Financial Services Group, Inc. | 49.84K | -9.8% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | HighTower Advisors, LLC | 44.19K | -1.7% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 39.58K | +19.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 39.15K | +14.8% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 38.67K | +472.1% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 37.75K | +236.7% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 32.49K | +6.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Blair William & Co/Il | 21.03K | -1.8% | $888,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 17.38K | -2.2% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 16.48K | -0.1% | $696,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 15.32K | -34.4% | $652,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 13.41K | 0.0% | $566,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 6.42K | -12.8% | $271,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 5.16K | -83.0% | $217,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citigroup Inc | 4.61K | -3.6% | $194,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 3.43K | +15.5% | $144,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.89K | 新增 | $122,087 | 0.0% | New | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.26K | 0.0% | $92,434 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $61,417 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 216 | 新增 | $9,122 | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 204 | 0.0% | $8,615 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $122,087 | 0.0% |
| Russell Investments Group… | $9,122 | 0.0% |
已清仓
| Citadel Advisors | $2.50M | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $26,507 | 曾为 0.0% |
| Qube Research & Technologies… | $82 | 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): 251 持有人, 13.00M 股份, $526.24M 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
持有该证券的受追踪机构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