证券记录 · 已归档季度
HIX
名称等待档案录入
20被追踪持有人
-2Δ持有人
10.18M持有股份
$40.33M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 -9.1% ·
股份流向 -1.7% ·
净新建仓位 -10.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 20 | -2 | 10.18M | $40.33M | +1 | −3 |
| Q1 2026 | 23 | 0 | 10.36M | $41.22M | +4 | −4 |
| Q4 2025 | 23 | +1 | 10.85M | $45.15M | +1 | — |
| Q3 2025 | 1 | — | 2.08M | $9.06M | — | — |
| Q1 2025 | 2 | +1 | 120.08K | $501,955 | +1 | — |
| Q4 2024 | 1 | +1 | 21.57K | $90,814 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3.60M | -11.0% | $14.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 3.60M | -11.0% | $14.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.50M | -8.4% | $5.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.50M | -8.4% | $5.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.50M | -8.4% | $5.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.50M | -8.4% | $5.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.37M | +18.1% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.37M | +18.1% | $5.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 942.20K | +3.0% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 773.36K | +51.0% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 655.21K | +2.5% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 655.21K | +2.5% | $2.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 574.69K | +9.7% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 190.07K | +23.5% | $752,693 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 190.07K | +23.5% | $752,693 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 129.05K | -30.0% | $511,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 103.74K | -10.8% | $410,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 67.18K | -2.4% | $266,026 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 58.20K | +152.8% | $230,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 58.20K | +152.8% | $230,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 56.93K | +1.3% | $225,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 56.93K | +1.3% | $225,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 42.79K | +89.0% | $169,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 38.79K | +42.1% | $153,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 27.01K | +0.1% | $106,968 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 24.82K | -84.3% | $98,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 16.00K | 0.0% | $63,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 10.73K | 新增 | $42,475 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 753 | -18.9% | $2,983 | 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
| HighTower Advisors, LLC | $42,475 | 0.0% |
已清仓
| Nomura Holdings Inc | $199,000 | 曾为 0.0% |
| Millennium Management | $75,891 | 曾为 0.0% |
| BlackRock | $3,100 | 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): 86 持有人, 16.55M 股份, $55.68M 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