证券记录
HFRO
名称等待档案录入
25被追踪持有人
+1Δ持有人
11.65M持有股份
$83.07M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 -2.6% ·
净新建仓位 +4.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 25 | +1 | 11.65M | $83.07M | +3 | −2 |
| Q1 2026 | 24 | -2 | 11.96M | $68.27M | +1 | −3 |
| Q4 2025 | 26 | 0 | 12.19M | $72.90M | +1 | −1 |
| Q3 2025 | 4 | 0 | 3.24M | $20.59M | +1 | −1 |
| Q2 2025 | 2 | +1 | 16.33K | $84,922 | +1 | — |
| Q4 2024 | 2 | +1 | 46.48K | $241,210 | +1 | — |
| Q3 2024 | 1 | +1 | 95.58K | $585,924 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 3.98M | +1.5% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 3.98M | +1.5% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 3.98M | +1.5% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.49M | -2.2% | $17.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 2.18M | +1.7% | $15.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.16M | -17.6% | $8.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 615.07K | -1.2% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 544.38K | -13.8% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 544.38K | -13.8% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 109.91K | -3.6% | $783,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 95.80K | -15.7% | $683,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 95.53K | -13.6% | $681,235 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Creative Planning | 68.55K | 0.0% | $488,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 50.97K | -0.3% | $363,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 43.43K | +16.6% | $309,627 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 40.66K | +25.0% | $289,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 35.83K | 0.0% | $255,475 | 0.0% | Held | 3 | SEC ↗ |
| 21 | UBS Group AG | 29.94K | +60.6% | $213,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 29.94K | +60.6% | $213,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 25.11K | -17.0% | $179,049 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 18.68K | +14.4% | $133,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 15.15K | 新增 | $108,005 | 0.0% | New | 1 | SEC ↗ |
| 26 | Nomura Holdings Inc | 15.00K | 新增 | $106,950 | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 12.69K | +1.3% | $90,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 9.38K | +5.5% | $66,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 9.38K | +5.5% | $66,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 9.38K | +5.5% | $66,919 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 6.50K | -17.1% | $46,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 6.50K | -17.1% | $46,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 6.16K | 0.0% | $43,892 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 226 | 新增 | $1,611 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 23 | 0.0% | $164 | 0.0% | Held | 5 | 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
| Goldman Sachs Group | $108,005 | 0.0% |
| Nomura Holdings Inc | $106,950 | 0.0% |
| Assetmark, Inc | $1,611 | 0.0% |
已清仓
| Citadel Advisors | $88,870 | 曾为 0.0% |
| Us Bancorp \De\ | $10,135 | 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
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