证券记录 · 已归档季度
HYFI
名称等待档案录入
19被追踪持有人
-1Δ持有人
5.10M持有股份
$189.61M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 +2.1% ·
净新建仓位 -5.3%
· 公式
集中增持：持股数量上升，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 | LPL Financial LLC | 2.82M | +1.1% | $105.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 590.61K | +25.7% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 449.54K | +0.8% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 313.13K | -1.5% | $11.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Alliancebernstein L.P. | 295.89K | +1.6% | $11.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 266.50K | +10.7% | $9.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 116.97K | -17.9% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 88.27K | +12.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 51.06K | +43.8% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 33.72K | +17.7% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 19.52K | +10.2% | $725,893 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 18.37K | +0.3% | $683,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 12.13K | 0.0% | $451,040 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 8.17K | 新增 | $303,954 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 2.75K | +4.5% | $102,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,082 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.65K | -6.0% | $61,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 628 | 0.0% | $23,355 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 35 | +1066.7% | $1,302 | 0.0% | ▲ Add | 2 | 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 | $303,954 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.47M | 曾为 0.0% |
| Royal Bank Of Canada | $6,000 | 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): 57 持有人, 7.52M 股份, $279.49M 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