证券记录
INDS
名称等待档案录入
18被追踪持有人
-1Δ持有人
984.82K持有股份
$39.60M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -10.4% ·
净新建仓位 -5.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 18 | -1 | 984.82K | $39.60M | — | −1 |
| Q1 2026 | 20 | 0 | 1.10M | $40.36M | +1 | −1 |
| Q4 2025 | 20 | 0 | 1.08M | $39.69M | — | — |
| Q3 2025 | 3 | 0 | 197.55K | $7.35M | — | — |
| Q2 2025 | 2 | +1 | 10.04K | $371,614 | +1 | — |
| Q4 2024 | 1 | +1 | 27.35K | $965,490 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 176.82K | -0.1% | $7.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 176.82K | -0.1% | $7.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 162.63K | -3.8% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 162.63K | -3.8% | $6.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 157.33K | +9.7% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 157.33K | +9.7% | $6.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 122.53K | -2.6% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 92.26K | +8.0% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 71.51K | +29.7% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 62.78K | -9.4% | $2.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.29K | -1.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 38.29K | -1.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 34.78K | -66.4% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 23.50K | +172.4% | $945,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.50K | +172.4% | $945,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 20.14K | -0.5% | $809,693 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 8.57K | -90.1% | $344,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 7.13K | -26.0% | $286,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 3.27K | -2.0% | $131,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 3.27K | -2.0% | $131,513 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 1.63K | -2.0% | $65,581 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 972 | +5.1% | $39,092 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 513 | +94.3% | $20,612 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Assetmark, Inc | 167 | +1570.0% | $6,715 | 0.0% | ▲ Add | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Us Bancorp \De\ | $367 | 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): 76 持有人, 1.82M 股份, $64.08M 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