证券记录 · 已归档季度
HTAB
名称等待档案录入
17被追踪持有人
-3Δ持有人
7.90M持有股份
$150.02M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -15.0% ·
股份流向 -0.3% ·
净新建仓位 -17.6%
— 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +1 | 7.81M | $149.91M | +1 | — |
| Q1 2026 | 17 | -3 | 7.90M | $150.02M | +2 | −5 |
| Q4 2025 | 20 | 0 | 7.92M | $151.70M | +1 | −1 |
| Q3 2025 | 3 | 0 | 84.15K | $1.61M | — | — |
| Q2 2025 | 1 | 0 | 18.25K | $341,420 | — | — |
| Q1 2025 | 1 | 0 | 20.01K | $383,611 | — | — |
| Q4 2024 | 1 | +1 | 40.20K | $778,272 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 2.19M | 0.0% | $41.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2.19M | 0.0% | $41.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.15M | -5.2% | $21.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 939.03K | -1.3% | $17.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 939.03K | -1.3% | $17.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 903.25K | -5.5% | $17.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 903.25K | -5.5% | $17.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 903.25K | -5.5% | $17.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 767.05K | +14.0% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 665.54K | +18.6% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 310.01K | +3.5% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 292.55K | +12.2% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 253.01K | +3.6% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 161.41K | -2.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 161.41K | -2.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 119.88K | +6.3% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 50.92K | -7.2% | $967,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 41.74K | +3.1% | $793,117 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 27.53K | -79.3% | $523,146 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.00K | 新增 | $341,981 | 0.0% | New | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 6.04K | 新增 | $114,722 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.07K | +2746.3% | $58,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.07K | +2746.3% | $58,414 | 0.0% | ▲ Add | 3 | 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 | $341,981 | 0.0% |
| Rockefeller Capital… | $114,722 | 0.0% |
已清仓
| Citadel Advisors | $758,378 | 曾为 0.0% |
| AQR Capital Management | $255,726 | 曾为 0.0% |
| Mml Investors Services, Llc | $242,085 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $26,331 | 曾为 0.0% |
| UBS Group AG | $6,339 | 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): 46 持有人, 12.22M 股份, $230.61M 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: Q1 2026 ·
方法论 ·
通过API获取此数据