证券记录 · 已归档季度
IDNA
名称等待档案录入
23被追踪持有人
+1Δ持有人
1.52M持有股份
$44.24M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 +2.7% ·
净新建仓位 +4.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 486.77K | +0.2% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 458.70K | +32.3% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Ameriprise Financial Inc | 114.33K | +14.0% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 94.21K | +50.7% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 76.61K | -45.4% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 72.54K | +14.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 51.85K | -14.8% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Lido Advisors, LLC | 33.10K | +4.4% | $961,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 27.67K | -0.7% | $803,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 24.86K | +5.6% | $722,152 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Jones Financial Companies Lllp | 20.62K | +5.7% | $576,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 15.32K | +6.1% | $445,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 12.39K | +31.9% | $359,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.16K | +28.0% | $324,166 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 9.64K | +9.2% | $279,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 7.18K | 新增 | $208,637 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 3.49K | +50.3% | $101,394 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.41K | 新增 | $41,052 | 0.0% | New | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 550 | +450.0% | $15,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 500 | -3.9% | $14,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 295 | -10.6% | $8,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 286 | 新增 | $8,283 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 180 | 新增 | $5,229 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $208,637 | 0.0% |
| Fifth Third Bancorp | $41,052 | 0.0% |
| National Bank Of Canada /Fi/ | $8,283 | 0.0% |
| Fidelity (FMR) | $5,229 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.37M | 曾为 0.0% |
| Susquehanna International… | $331,434 | 曾为 0.0% |
| Citadel Advisors | $300,923 | 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): 61 持有人, 2.13M 股份, $61.13M 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
持有该证券的受追踪机构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