证券记录 · 已归档季度
HFRO
名称等待档案录入
24被追踪持有人
-2Δ持有人
11.96M持有股份
$68.27M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 -1.9% ·
净新建仓位 -8.3%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 3.92M | +3.4% | $22.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 2.54M | -9.9% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 2.15M | +2.2% | $12.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 1.41M | +3.0% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 631.21K | -5.5% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 622.71K | -2.2% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 114.03K | -3.9% | $651,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 113.70K | +17.7% | $649,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 110.54K | +4.2% | $631,259 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 68.55K | +49.1% | $391,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 51.12K | -8.0% | $291,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 37.26K | -51.9% | $212,749 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 35.83K | 0.0% | $204,595 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 32.52K | -72.3% | $185,689 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 30.25K | -1.1% | $172,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 18.65K | -1.6% | $106,481 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 16.33K | -17.1% | $93,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 15.56K | -22.4% | $88,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 12.53K | -7.6% | $71,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 8.90K | +71.8% | $50,810 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Wells Fargo & Company/Mn | 7.85K | +392350.0% | $44,816 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 6.16K | 新增 | $35,151 | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 1.77K | 0.0% | $10,135 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 23 | 0.0% | $131 | 0.0% | Held | 4 | 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 | $35,151 | 0.0% |
已清仓
| Millennium Management | $172,523 | 曾为 0.0% |
| Nomura Holdings Inc | $59,800 | 曾为 0.0% |
| Assetmark, Inc | $8,970 | 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): 94 持有人, 30.17M 股份, $164.81M 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