证券记录
IBDZ
名称等待档案录入
29被追踪持有人
0Δ持有人
8.02M持有股份
$209.00M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +10.1% · 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 | 29 | 0 | 8.02M | $209.00M | +1 | −1 |
| Q1 2026 | 30 | +1 | 7.42M | $193.29M | +4 | −3 |
| Q4 2025 | 29 | +1 | 5.41M | $142.78M | +1 | — |
| Q3 2025 | 4 | +1 | 1.09M | $28.76M | +1 | — |
| Q2 2025 | 1 | -1 | 49 | $1,280 | — | −1 |
| Q1 2025 | 1 | 0 | 8.69K | $224,101 | — | — |
| Q4 2024 | 1 | +1 | 34.00K | $865,275 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.51M | +1.1% | $39.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.36M | +12.1% | $35.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 745.78K | +6.3% | $19.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 745.78K | +6.3% | $19.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 662.02K | +5.9% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 662.02K | +5.9% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 504.01K | +30.8% | $13.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 496.66K | -1.5% | $12.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 411.32K | +6.3% | $10.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 411.32K | +6.3% | $10.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 386.05K | +17.4% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 382.11K | +9.2% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Us Bancorp \De\ | 382.11K | +9.2% | $9.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 368.53K | -0.3% | $9.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 278.29K | 新增 | $7.25M | 0.0% | New | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 266.37K | +2.1% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 129.75K | +9.9% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 118.10K | +39.2% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 84.66K | +29.7% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 79.50K | -6.1% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 78.19K | +30.1% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 39.42K | +91.6% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 25.31K | +11.9% | $659,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 20.16K | +6.1% | $526,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 17.69K | +2.9% | $460,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 16.32K | +14.9% | $425,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 12.59K | -4.3% | $328,074 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.39K | +18.2% | $322,839 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 9.06K | 0.0% | $235,909 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 3.00K | -46.0% | $78,292 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 800 | -16.6% | $20,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 341 | -66.0% | $8,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 50 | 0.0% | $1,303 | 0.0% | Held | 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
| Citadel Advisors | $7.25M | 0.0% |
已清仓
| JPMorgan Chase | $3.02M | 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): 118 持有人, 24.71M 股份, $634.72M 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