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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
55被追踪持有人
+1Δ持有人
3.71M持有股份
$390.11M报告持仓市值
+5新建仓位
−4清仓
Stable 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +1.9% · 股份流向 +1.5% · 净新建仓位 +1.8% — 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 55 +1 3.71M $390.11M +5 −4
Q1 2026 55 +2 3.66M $275.45M +4 −2
Q4 2025 52 +1 3.68M $293.15M +2 −1
Q3 2025 5 0 132.58K $11.51M +1 −1
Q2 2025 3 -1 27.17K $2.35M +1 −2
Q1 2025 2 0 52.24K $3.75M — —
Q4 2024 2 0 13.66K $1.02M +1 −1
Q3 2024 2 +2 8.83K $602,844 +2 —
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 LPL Financial LLC 702.33K +3.1% $73.69M 0.0% ▲ Add 3 SEC ↗
2 HighTower Advisors, LLC 376.35K +5.5% $39.49M 0.0% ▲ Add 3 SEC ↗
3 Raymond James Financial Inc 305.49K +14.5% $32.05M 0.0% ▲ Add 3 SEC ↗ ×2
4 Royal Bank Of Canada 212.09K -5.6% $22.25M 0.0% ▼ Trim 3 SEC ↗ ×5
5 Wealth Enhancement Advisory… 196.83K +0.2% $21.45M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 194.94K +8.2% $20.45M 0.0% ▲ Add 3 SEC ↗ ×3
7 Cetera Investment Advisers 185.33K -10.6% $19.45M 0.0% ▼ Trim 3 SEC ↗
8 UBS Group AG 167.97K +2012.9% $17.63M 0.0% ▲ Add 3 SEC ↗ ×3
9 Osaic Holdings, Inc. 134.89K +76.4% $14.16M 0.0% ▲ Add 3 SEC ↗ ×4
10 Envestnet Asset Management Inc 115.22K -36.1% $12.09M 0.0% ▼ Trim 3 SEC ↗
11 Morgan Stanley ✦ 110.83K +30.1% $11.63M 0.0% ▲ Add 4 SEC ↗ ×3
12 Commonwealth Equity Services, Llc 107.82K -4.6% $11.31M 0.0% ▼ Trim 3 SEC ↗
13 Mml Investors Services, Llc 106.96K -2.7% $11.22M 0.0% ▼ Trim 3 SEC ↗
14 Northwestern Mutual Wealth… 98.58K +15.2% $10.34M 0.0% ▲ Add 3 SEC ↗
15 Stifel Financial Corp 95.09K +0.1% $9.98M 0.0% ▲ Add 3 SEC ↗
16 Creative Planning 91.00K -7.6% $9.55M 0.0% ▼ Trim 3 SEC ↗
17 Corient Private Wealth LP 74.74K -2.8% $7.84M 0.0% ▼ Trim 3 SEC ↗
18 Rockefeller Capital Management L.P. 46.09K -38.2% $4.84M 0.0% ▼ Trim 3 SEC ↗ ×2
19 Cerity Partners LLC 44.34K +1.3% $4.65M 0.0% ▲ Add 3 SEC ↗ ×3
20 Financial Engines Advisors L.L.C. 44.11K -10.9% $4.63M 0.0% ▼ Trim 3 SEC ↗
21 Jones Financial Companies Lllp 30.63K +45.6% $3.02M 0.0% ▲ Add 3 SEC ↗
22 Wealthfront Advisers LLC 28.45K -8.5% $2.99M 0.0% ▼ Trim 3 SEC ↗
23 TD Waterhouse Canada Inc. 25.87K +5.8% $2.77M 0.0% ▲ Add 3 SEC ↗
24 Baird Financial Group, Inc. 22.47K -0.1% $2.36M 0.0% ▼ Trim 3 SEC ↗ ×2
25 Mercer Global Advisors Inc /Adv 19.68K -7.9% $2.07M 0.0% ▼ Trim 3 SEC ↗
26 Fidelity (FMR) ✦ 18.38K -7.1% $1.93M 0.0% ▼ Trim 5 SEC ↗
27 Captrust Financial Advisors 18.28K -2.3% $1.92M 0.0% ▼ Trim 3 SEC ↗
28 Lido Advisors, LLC 15.52K -5.7% $1.63M 0.0% ▼ Trim 3 SEC ↗
29 Susquehanna International Group, Llp 13.97K -90.3% $1.47M 0.0% ▼ Trim 3 SEC ↗
30 Focus Partners Wealth 12.15K -0.4% $1.27M 0.0% ▼ Trim 3 SEC ↗
31 Mariner, LLC 10.47K +10.3% $1.10M 0.0% ▲ Add 3 SEC ↗
32 CIBC Bancorp USA Inc. 10.09K 0.0% $1.06M 0.0% Held 2 SEC ↗
33 Bank Of Montreal /Can/ 9.44K -0.5% $990,291 0.0% ▼ Trim 3 SEC ↗ ×3
34 Hrt Financial Lp 7.83K 新增 $821,000 0.0% New 1 SEC ↗
35 JPMorgan Chase ✦ 6.76K +173.7% $693,410 0.0% ▲ Add 4 SEC ↗ ×3
36 Barclays Plc 5.65K 0.0% $592,435 0.0% Held 3 SEC ↗
37 Cibc World Market Inc. 5.50K -2.2% $576,905 0.0% ▼ Trim 3 SEC ↗
38 AQR Capital Management ✦ 5.25K +33.9% $551,247 0.0% ▲ Add 3 SEC ↗
39 Simplex Trading, Llc 4.40K +2069.5% $462,111 0.0% ▲ Add 3 SEC ↗
40 Pnc Financial Services Group, Inc. 4.30K 0.0% $451,304 0.0% Held 3 SEC ↗ ×3
41 Truist Financial Corp 4.17K +12.1% $437,901 0.0% ▲ Add 3 SEC ↗ ×2
42 Us Bancorp \De\ 3.97K +2.6% $416,152 0.0% ▲ Add 3 SEC ↗ ×2
43 Wells Fargo & Company/Mn 3.01K +183.2% $315,913 0.0% ▲ Add 3 SEC ↗ ×2
44 Fifth Third Bancorp 2.94K 0.0% $308,599 0.0% Held 2 SEC ↗
45 National Bank Of Canada /Fi/ 2.38K 0.0% $250,186 0.0% Held 3 SEC ↗
46 Quantinno Capital Management LP 2.35K 新增 $246,198 0.0% New 1 SEC ↗
47 Allspring Global Investments… 1.90K 新增 $202,045 0.0% New 1 SEC ↗
48 Franklin Resources Inc 1.59K 0.0% $166,904 0.0% Held 3 SEC ↗
49 Belvedere Trading LLC 1.38K 新增 $145,013 0.0% New 1 SEC ↗
50 BlackRock ✦ (被动) 713 0.0% $74,789 0.0% Held 5 SEC ↗ ×2
51 Assetmark, Inc 428 +93.7% $44,910 0.0% ▲ Add 3 SEC ↗
52 UBS AM, a distinct business unit of… 412 0.0% $43,231 0.0% Held 3 SEC ↗
53 Walleye Trading LLC 126 -97.2% $13,221 0.0% ▼ Trim 2 SEC ↗
54 Group One Trading Llc 118 新增 $12,382 0.0% New 1 SEC ↗
55 Deutsche Bank Ag\ 75 -50.0% $7,870 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

已清仓

Citadel Advisors $1.75M 曾为 0.0%
D. E. Shaw & Co. $912,344 曾为 0.0%
Qube Research & Technologies… $316,504 曾为 0.0%
Russell Investments Group… $50,235 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): 356 持有人, 6.60M 股份, $472.87M 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