证券记录 · 已归档季度
IEO
名称等待档案录入
48被追踪持有人
+3Δ持有人
1.46M持有股份
$182.04M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.7% ·
股份流向 +24.6% ·
净新建仓位 +6.2%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 6.06K | $839,286 | +1 | −1 |
| Q2 2026 | 46 | 0 | 1.22M | $134.11M | +3 | −4 |
| Q1 2026 | 48 | +3 | 1.46M | $182.04M | +4 | −1 |
| Q4 2025 | 45 | +2 | 1.17M | $104.36M | +2 | n/a |
| Q3 2025 | 6 | 0 | 464.00K | $42.97M | +1 | −1 |
| Q2 2025 | 3 | 0 | 58.42K | $5.18M | +1 | −1 |
| Q1 2025 | 2 | 0 | 73.83K | $6.98M | +1 | −1 |
| Q4 2024 | 2 | 0 | 30.87K | $2.77M | n/a | n/a |
| Q3 2024 | 2 | 0 | 23.14K | $2.12M | +1 | −1 |
| Q2 2024 | 2 | n/a | 41.59K | $4.14M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 309.46K | +11.6% | $38.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Bnp Paribas Financial Markets | 201.00K | 新增 | $25.10M | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 128.19K | +35.5% | $16.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 117.07K | +23.7% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 95.14K | -13.5% | $11.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Royal Bank Of Canada | 61.03K | +7.7% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 59.22K | +2.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 54.92K | +4.8% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 49.89K | +15.4% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 44.03K | -17.1% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Manufacturers Life Insurance… | 44.02K | +160.5% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 44.01K | +325.1% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 27.30K | -15.0% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 22.13K | +246.3% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 19.00K | +8.1% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 16.35K | +1.2% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.96K | -10.1% | $1.99M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 15.44K | -6.1% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 14.70K | +66.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 12.87K | +3.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 11.76K | +5.5% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Cetera Investment Advisers | 11.35K | -0.5% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 9.56K | -1.8% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 9.22K | +36.8% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 9.20K | -52.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Marshall Wace ✦ | 8.97K | +113.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Northern Trust Corp | 7.04K | 0.0% | $879,171 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 6.19K | +0.4% | $772,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 4.73K | -89.6% | $590,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 4.24K | +6.4% | $512,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 3.28K | +20.1% | $409,921 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Qube Research & Technologies Ltd | 3.02K | -64.8% | $376,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 2.95K | +0.3% | $368,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.55K | -68.2% | $318,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 2.53K | -71.6% | $315,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 2.11K | -79.7% | $263,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 2.11K | 0.0% | $263,539 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.11K | +1.6% | $138,561 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 1.02K | 0.0% | $127,023 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 712 | -0.1% | $88,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 526 | +163.0% | $65,756 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 368 | 新增 | $45,963 | 0.0% | New | 1 | SEC ↗ |
| 43 | Simplex Trading, Llc | 289 | 新增 | $36,096 | 0.0% | New | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 275 | +120.0% | $34,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 124 | +148.0% | $15,488 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Us Bancorp \De\ | 91 | 新增 | $11,366 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cwm, Llc | 70 | -20.4% | $8,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 35 | 0.0% | $4,372 | 0.0% | Held | 2 | 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
| Bnp Paribas Financial Markets | $25.10M | 0.0% |
| UBS AM, a distinct business… | $45,963 | 0.0% |
| Simplex Trading, Llc | $36,096 | 0.0% |
| Us Bancorp \De\ | $11,366 | 0.0% |
已清仓
| Hrt Financial Lp | $248,000 | 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): 168 持有人, 2.34M 股份, $276.59M 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