证券记录
IDVO
名称等待档案录入
26被追踪持有人
-1Δ持有人
6.25M持有股份
$262.59M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.7% ·
股份流向 +24.2% ·
净新建仓位 -3.8%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 26 | -1 | 6.25M | $262.59M | +3 | −4 |
| Q1 2026 | 28 | +9 | 5.03M | $203.67M | +9 | — |
| Q4 2025 | 19 | +1 | 3.31M | $126.85M | +1 | — |
| Q3 2025 | 1 | -1 | 3 | $144 | — | −1 |
| Q2 2025 | 1 | +1 | 17.96K | $617,106 | +1 | — |
| Q4 2024 | 1 | 0 | 17.99K | $536,881 | — | — |
| Q3 2024 | 1 | +1 | 12.55K | $386,381 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.28M | +13.8% | $95.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 997.62K | +27.6% | $41.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 614.47K | +24.4% | $25.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 456.67K | +11.8% | $19.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 431.83K | +94393.0% | $18.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 346.34K | +2.5% | $14.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 235.44K | +139.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 223.61K | +4.1% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 139.95K | +22.2% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 135.85K | +3.9% | $5.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 123.90K | -9.0% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 94.19K | +101.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 48.85K | +29.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34.52K | +36.7% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 25.88K | +57.7% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 25.00K | +43006.9% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 8.30K | 新增 | $348,594 | 0.0% | New | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 6.73K | 新增 | $282,534 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 6.12K | +611800.0% | $256,987 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.65K | 0.0% | $237,258 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Simplex Trading, Llc | 3.89K | -38.8% | $163,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 2.44K | +143.9% | $102,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 800 | 0.0% | $33,600 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 300 | 新增 | $12,600 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 137 | 0.0% | $5,754 | 0.0% | Held | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 73 | 0.0% | $3,066 | 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
| Mariner, LLC | $348,594 | 0.0% |
| HighTower Advisors, LLC | $282,534 | 0.0% |
| Rockefeller Capital… | $12,600 | 0.0% |
已清仓
| Citadel Advisors | $3.03M | 曾为 0.0% |
| Susquehanna International… | $1.97M | 曾为 0.0% |
| Jane Street Group, Llc | $1.76M | 曾为 0.0% |
| Qube Research & Technologies… | $59,896 | 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): 107 持有人, 9.10M 股份, $334.48M 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