证券记录 · 已归档季度
HEDJ
名称等待档案录入
51被追踪持有人
-1Δ持有人
10.31M持有股份
$538.86M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 -1.9% ·
股份流向 -3.3% ·
净新建仓位 -2.0%
· 公式
广泛减持：持股数量下降，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 | 3 | 0 | 44.65K | $2.46M | n/a | n/a |
| Q2 2026 | 50 | 0 | 10.18M | $580.15M | +2 | −2 |
| Q1 2026 | 51 | -1 | 10.31M | $538.86M | +2 | −3 |
| Q4 2025 | 52 | 0 | 10.66M | $565.60M | n/a | n/a |
| Q3 2025 | 5 | 0 | 4.64M | $233.95M | n/a | n/a |
| Q2 2025 | 2 | 0 | 498.92K | $24.01M | n/a | n/a |
| Q1 2025 | 1 | 0 | 65.84K | $3.13M | n/a | n/a |
| Q4 2024 | 1 | 0 | 33.20K | $1.45M | n/a | n/a |
| Q3 2024 | 1 | 0 | 44.31K | $1.99M | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.62K | $344,591 | 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 | Goldman Sachs Group ✦ | 2.57M | -2.5% | $134.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 1.35M | -0.2% | $70.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.24M | -2.6% | $65.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 827.24K | +1.2% | $43.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 532.07K | -3.3% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 490.13K | -0.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Fidelity (FMR) ✦ | 448.10K | +0.3% | $23.44M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 442.29K | -0.7% | $23.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 9 | Bank of New York Mellon Corp | 430.90K | +0.3% | $22.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Rockefeller Capital Management L.P. | 405.20K | +0.5% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 341.61K | -2.6% | $17.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 111.79K | +9.4% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 94.79K | +13.3% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 80.99K | +8.1% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 58.55K | +7.0% | $3.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 59.06K | -6.9% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Citadel Advisors ✦ | 57.36K | -19.1% | $3.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 56.47K | -0.3% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | National Bank Of Canada /Fi/ | 55.40K | +3.8% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 53.46K | -3.8% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Allianz Asset Management GmbH | 52.08K | +114.2% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 50.70K | -51.0% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 43.95K | -37.7% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 44.25K | +154.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 43.98K | +2.4% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 42.31K | -14.2% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 34.47K | -6.9% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 32.54K | -50.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cetera Investment Advisers | 29.14K | -7.0% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 29.02K | -18.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | UBS AM, a distinct business unit of… | 26.47K | +454.6% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 26.40K | +1.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | HighTower Advisors, LLC | 22.09K | +3.7% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Deutsche Bank Ag\ | 17.70K | 0.0% | $925,710 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 14.94K | 0.0% | $781,566 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 13.61K | +10.1% | $711,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 13.54K | -1.5% | $708,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 10.58K | 0.0% | $553,462 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 8.17K | 新增 | $427,071 | 0.0% | New | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 6.83K | -15.7% | $360,761 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 5.80K | 新增 | $303,276 | 0.0% | New | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 5.37K | +12.8% | $280,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 4.99K | +4.2% | $260,820 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Brown Advisory Inc | 4.49K | +6.3% | $234,722 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Captrust Financial Advisors | 4.10K | -3.1% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 2.91K | -45.3% | $152,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 2.57K | +6.6% | $134,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 2.01K | -30.9% | $105,332 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 336 | -74.7% | $17,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 177 | -55.0% | $9,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 1 | 0.0% | $30 | 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
| Mercer Global Advisors Inc… | $427,071 | 0.0% |
| Mariner, LLC | $303,276 | 0.0% |
已清仓
| Jane Street Group, Llc | $9.47M | 曾为 0.0% |
| Northern Trust Corp | $1.08M | 曾为 0.0% |
| Hrt Financial Lp | $259,000 | 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): 219 持有人, 13.94M 股份, $711.70M 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