证券记录
IETC
名称等待档案录入
32被追踪持有人
+5Δ持有人
853.62K持有股份
$91.41M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +18.5% ·
股份流向 -12.2% ·
净新建仓位 +15.6%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 32 | +5 | 853.62K | $91.41M | +5 | — |
| Q1 2026 | 28 | -7 | 972.33K | $85.59M | +2 | −9 |
| Q4 2025 | 35 | +2 | 1.18M | $119.73M | +2 | — |
| Q3 2025 | 4 | 0 | 300.00K | $30.58M | — | — |
| Q2 2025 | 2 | -1 | 17.56K | $1.65M | — | −1 |
| Q1 2025 | 2 | +1 | 127.10K | $9.53M | +1 | — |
| Q4 2024 | 1 | -1 | 35.62K | $3.04M | — | −1 |
| Q3 2024 | 2 | +1 | 21.67K | $1.70M | +1 | — |
| Q2 2024 | 1 | — | 9.41K | $707,444 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 332.42K | +8.1% | $35.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 90.78K | +32.6% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 74.17K | -13.5% | $7.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 74.17K | -13.5% | $7.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Stifel Financial Corp | 47.69K | +4.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 47.60K | -51.4% | $5.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 38.69K | +170.2% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 37.53K | -61.2% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 37.16K | +6.0% | $3.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 36.37K | +7.7% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 15.95K | -7.2% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 15.09K | -40.2% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 15.09K | -40.2% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 12.32K | -68.4% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 10.38K | +16.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 10.37K | -55.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 10.05K | +23.6% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 5.13K | +0.4% | $551,019 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 4.95K | +11.1% | $531,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 4.87K | -14.5% | $523,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 4.40K | -89.2% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.40K | -89.2% | $472,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.08K | +9.6% | $330,423 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Mariner, LLC | 2.75K | 新增 | $294,783 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 2.47K | 新增 | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 2.40K | 新增 | $258,091 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 2.26K | 新增 | $242,498 | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 1.92K | 新增 | $205,897 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 1.90K | -63.0% | $203,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 479 | 0.0% | $51,421 | 0.0% | Held | 3 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 162 | 0.0% | $17,415 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 132 | — | $14,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 132 | — | $14,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 82 | 0.0% | $8,803 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 42 | -54.4% | $4,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 35 | 0.0% | $3,757 | 0.0% | Held | 3 | 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 | $294,783 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
| Focus Partners Wealth | $258,091 | 0.0% |
| Cerity Partners LLC | $242,498 | 0.0% |
| Captrust Financial Advisors | $205,897 | 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): 112 持有人, 3.10M 股份, $275.10M 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