证券记录
IFV
名称等待档案录入
21被追踪持有人
-1Δ持有人
4.50M持有股份
$121.32M报告持仓市值
+2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 +12.2% ·
净新建仓位 -4.8%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.66M | +30.3% | $44.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 1.05M | +6.1% | $28.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 518.80K | -0.4% | $13.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 328.52K | +4.4% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 328.00K | +43.9% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 234.52K | +5.1% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 83.06K | +1.4% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 75.55K | +5.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 49.41K | +10.1% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 43.85K | +0.6% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 40.66K | -37.4% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 37.81K | +5.7% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Jane Street Group, Llc | 26.15K | +92.1% | $704,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 25.89K | +6.6% | $697,285 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 3.40K | +18.1% | $91,571 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 1.65K | 新增 | $44,466 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 927 | +32.4% | $24,955 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 693 | 0.0% | $18,664 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 174 | 新增 | $4,612 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 46 | 0.0% | $1,239 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1 | -100.0% | $0 | 0.0% | ▼ Trim | 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
| Qube Research & Technologies… | $44,466 | 0.0% |
| Jones Financial Companies Lllp | $4,612 | 0.0% |
已清仓
| Citadel Advisors | $806,669 | 曾为 0.0% |
| Susquehanna International… | $596,625 | 曾为 0.0% |
| Assetmark, Inc | $2,451 | 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): 63 持有人, 6.04M 股份, $153.54M 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