证券记录
HYFI
名称等待档案录入
18被追踪持有人
0Δ持有人
5.68M持有股份
$212.12M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +11.6% · 净新建仓位 0.0% — 公式
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 | 18 | 0 | 5.68M | $212.12M | +3 | −3 |
| Q1 2026 | 19 | -1 | 5.10M | $189.61M | +1 | −2 |
| Q4 2025 | 20 | -1 | 4.99M | $187.68M | — | −1 |
| Q3 2025 | 2 | — | 92.94K | $3.53M | — | — |
| Q4 2024 | 1 | +1 | 23.48K | $866,292 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.09M | +9.5% | $115.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 601.69K | +1.9% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 601.69K | +1.9% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Assetmark, Inc | 455.47K | +1.3% | $17.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Alliancebernstein L.P. | 339.85K | +14.9% | $12.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 310.27K | -0.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 310.27K | -0.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 269.30K | +1.1% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 164.47K | 新增 | $6.14M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 131.05K | +12.0% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 126.58K | +147.9% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 104.47K | +18.4% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 104.47K | +18.4% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 36.13K | +7.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 17.18K | 新增 | $641,651 | 0.0% | New | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 14.81K | +22.1% | $552,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 9.21K | -49.9% | $343,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 5.74K | -29.8% | $214,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,381 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.65K | 0.0% | $61,424 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 486 | 新增 | $18,147 | 0.0% | New | 1 | 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
| Jane Street Group, Llc | $6.14M | 0.0% |
| Citadel Advisors | $641,651 | 0.0% |
| Rockefeller Capital… | $18,147 | 0.0% |
已清仓
| Mariner, LLC | $725,893 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $23,355 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $1,302 | 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
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