证券记录
IBTP
名称等待档案录入
24被追踪持有人
+3Δ持有人
2.44M持有股份
$62.03M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +14.3% ·
股份流向 +4.6% ·
净新建仓位 +12.5%
— 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 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 784.59K | +38.6% | $19.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 784.59K | +38.6% | $19.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 208.65K | +7.8% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 183.78K | +20.2% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 170.97K | -3.7% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 148.45K | +14.0% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 134.27K | +1.1% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 124.53K | -70.5% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 124.53K | -70.5% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 124.53K | -70.5% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 114.25K | +14.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 105.03K | +1.4% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 80.55K | +7.4% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 80.55K | +7.4% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 58.29K | +0.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 55.15K | 新增 | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 54.89K | +35.0% | $1.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 50.18K | +20.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 50.18K | +20.5% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 38.36K | +11.3% | $973,828 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 31.82K | 0.0% | $807,874 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Jane Street Group, Llc | 23.80K | +8.2% | $604,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 20.80K | -5.9% | $527,904 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 20.80K | -5.9% | $527,904 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 19.06K | +21.8% | $483,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 18.94K | +83.0% | $480,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 10.79K | 新增 | $273,908 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 10.79K | 新增 | $273,908 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 2.84K | +54.4% | $72,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 2.74K | +0.3% | $69,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 204 | 新增 | $5,179 | 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
| Mariner, LLC | $1.40M | 0.0% |
| Bank of New York Mellon Corp | $273,908 | 0.0% |
| Bank of New York Mellon Corp | $273,908 | 0.0% |
| Assetmark, Inc | $5,179 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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: Q2 2026 ·
方法论 ·
通过API获取此数据