证券记录 · 已归档季度
IDEQ
名称等待档案录入
23被追踪持有人
+8Δ持有人
9.35M持有股份
$327.35M报告持仓市值
+10新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | 23 | +8 | 9.35M | $327.35M | +10 | −2 |
| Q1 2026 | 16 | +7 | 5.06M | $160.33M | +9 | −2 |
| Q4 2025 | 9 | -1 | 2.45M | $74.43M | — | −1 |
| Q3 2025 | 1 | 0 | 357.94K | $10.15M | — | — |
| Q2 2025 | 1 | +1 | 17.10K | $454,558 | +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 | 2.42M | +42.5% | $85.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.73M | +160.3% | $60.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.73M | +160.3% | $60.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.57M | +3.9% | $55.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1.57M | +3.9% | $55.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 1.17M | 新增 | $40.81M | 0.1% | New | 1 | SEC ↗ |
| 7 | CIBC Bancorp USA Inc. | 1.17M | 新增 | $40.81M | 0.1% | New | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 458.74K | +54.0% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 373.25K | +194.2% | $13.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 302.35K | +578.7% | $10.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 274.46K | +1.2% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 250.65K | +5540.2% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 211.74K | 新增 | $7.43M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 211.74K | 新增 | $7.43M | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 166.44K | +17.7% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 131.94K | +24.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 100.27K | 新增 | $3.52M | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 74.74K | +146.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 41.80K | +117.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 29.69K | 新增 | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 29.69K | 新增 | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 17.89K | +2.4% | $627,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 12.93K | 新增 | $453,385 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 6.54K | 新增 | $229,287 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.32K | 新增 | $46,468 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 217 | 新增 | $8,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 115 | 新增 | $4,001 | 0.0% | New | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 67 | 新增 | $2,362 | 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
| CIBC Bancorp USA Inc. | $40.81M | 0.1% |
| CIBC Bancorp USA Inc. | $40.81M | 0.1% |
| Wells Fargo & Company/Mn | $7.43M | 0.0% |
| Wells Fargo & Company/Mn | $7.43M | 0.0% |
| HighTower Advisors, LLC | $3.52M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Marshall Wace | $1.04M | 0.0% |
| Quantinno Capital Management… | $453,385 | 0.0% |
| Mml Investors Services, Llc | $229,287 | 0.0% |
| Fidelity (FMR) | $46,468 | 0.0% |
| Royal Bank Of Canada | $8,000 | 0.0% |
| JPMorgan Chase | $4,001 | 0.0% |
已清仓
| Citadel Advisors | $3.68M | 曾为 0.0% |
| Hrt Financial Lp | $238,000 | 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): 58 持有人, 8.55M 股份, $267.51M 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