证券记录
HLAL
名称等待档案录入
23被追踪持有人
-1Δ持有人
247.80K持有股份
$17.67M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -4.2% ·
股份流向 -9.9% ·
净新建仓位 -4.3%
— 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 | 23 | -1 | 247.80K | $17.67M | +3 | −4 |
| Q1 2026 | 25 | +3 | 275.18K | $16.30M | +4 | −1 |
| Q4 2025 | 22 | 0 | 254.80K | $15.81M | — | — |
| Q3 2025 | 3 | 0 | 79.97K | $4.74M | — | — |
| Q2 2025 | 1 | -1 | 27 | $1,461 | — | −1 |
| Q1 2025 | 1 | -1 | 86.00K | $4.20M | — | −1 |
| Q4 2024 | 2 | 0 | 61.97K | $3.27M | — | — |
| Q3 2024 | 2 | +1 | 51.71K | $2.71M | +1 | — |
| Q2 2024 | 1 | — | 4.60K | $232,898 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 78.94K | 0.0% | $5.64M | 0.0% | Held | 4 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 60.45K | -2.7% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 11.55K | +44.6% | $824,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 10.72K | +1.4% | $765,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | TD Waterhouse Canada Inc. | 9.05K | +4.7% | $643,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cibc World Market Inc. | 8.64K | -18.1% | $616,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 7.87K | +47.3% | $561,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 7.85K | -0.5% | $560,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 7.57K | -59.0% | $541,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 7.19K | +6.1% | $513,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 7.22K | +24.3% | $499,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 5.46K | +5.3% | $390,146 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.82K | -52.9% | $339,810 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 4.70K | -62.7% | $335,819 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 4.65K | 新增 | $331,863 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 4.09K | 新增 | $294,516 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 2.98K | +4.1% | $212,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.42K | +11.5% | $172,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 885 | -1.2% | $63,261 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 375 | 新增 | $26,771 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 300 | -90.4% | $21,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 41 | -51.2% | $2,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 26 | -3.7% | $1,877 | 0.0% | ▼ Trim | 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
| LPL Financial LLC | $331,863 | 0.0% |
| Wealth Enhancement Advisory… | $294,516 | 0.0% |
| Pnc Financial Services Group… | $26,771 | 0.0% |
已清仓
| Jane Street Group, Llc | $375,674 | 曾为 0.0% |
| 1832 Asset Management L.P. | $225,891 | 曾为 0.0% |
| Mariner, LLC | $218,179 | 曾为 0.0% |
| Qube Research & Technologies… | $54,634 | 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): 53 持有人, 572.20K 股份, $33.80M 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