证券记录 · 已归档季度
IBTP
名称等待档案录入
22被追踪持有人
+2Δ持有人
2.37M持有股份
$60.84M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +30.0% ·
净新建仓位 +9.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 24 | +3 | 2.44M | $62.03M | +3 | — |
| Q1 2026 | 22 | +2 | 2.37M | $60.84M | +3 | −1 |
| Q4 2025 | 20 | +1 | 1.78M | $46.00M | +1 | — |
| Q3 2025 | 2 | +1 | 64.51K | $1.67M | +1 | — |
| Q4 2024 | 1 | 0 | 18.89K | $468,949 | — | — |
| Q3 2024 | 1 | 0 | 22.85K | $603,614 | — | — |
| Q2 2024 | 1 | — | 47.76K | $1.20M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 566.03K | +7.6% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 566.03K | +7.6% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 422.54K | +22.0% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 422.54K | +22.0% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 422.54K | +22.0% | $10.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 193.46K | +11.8% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 177.62K | 新增 | $4.55M | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 152.95K | -2.7% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 132.80K | +977.1% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 130.22K | +7.7% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 103.63K | +0.3% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 99.39K | 新增 | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 74.99K | +152.7% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 74.99K | +152.7% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 58.25K | +3.5% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 41.63K | +7.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 41.63K | +7.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 40.66K | +41.1% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cwm, Llc | 38.82K | 0.0% | $994,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 34.47K | -4.5% | $883,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 31.82K | -5.1% | $815,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 22.09K | +159.6% | $566,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 22.09K | +159.6% | $566,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 22.01K | +31.5% | $564,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 15.65K | -7.8% | $401,162 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 10.35K | +4.6% | $265,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.73K | 新增 | $69,893 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.84K | 0.0% | $47,133 | 0.0% | Held | 2 | 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
| Ameriprise Financial Inc | $4.55M | 0.0% |
| Envestnet Asset Management Inc | $2.55M | 0.0% |
| Fifth Third Bancorp | $69,893 | 0.0% |
已清仓
| Susquehanna International… | $707,516 | 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): 55 持有人, 7.39M 股份, $189.02M 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