证券记录
IQI
名称等待档案录入
30被追踪持有人
-2Δ持有人
5.51M持有股份
$55.80M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -6.2% ·
股份流向 +1.5% ·
净新建仓位 -6.7%
— 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 | Raymond James Financial Inc | 1.15M | -1.9% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 944.33K | +24.2% | $9.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 595.15K | +3.3% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 488.67K | +4.5% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Allianz Asset Management GmbH | 461.60K | 0.0% | $4.67M | 0.0% | Held | 3 | SEC ↗ |
| 6 | UBS Group AG | 235.94K | +4.8% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 233.96K | -4.5% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 206.17K | +1.5% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 197.56K | -0.7% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 153.18K | +5.4% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 140.99K | -29.5% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 120.43K | +48.7% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 103.71K | -0.4% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Lido Advisors, LLC | 101.61K | -0.7% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 75.25K | 0.0% | $761,550 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 59.54K | 0.0% | $602,585 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Nuveen, LLC | 55.56K | 0.0% | $562,267 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 52.32K | +4.9% | $529,459 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 32.06K | -8.6% | $324,504 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 22.95K | +101.3% | $232,294 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 16.76K | +61.8% | $169,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 13.98K | -75.0% | $141,488 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Envestnet Asset Management Inc | 13.47K | 新增 | $136,316 | 0.0% | New | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 12.39K | 0.0% | $125,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | First Trust Advisors Lp | 10.87K | -27.4% | $109,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 3.89K | 0.0% | $39,279 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 3.29K | 0.0% | $33,244 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Citigroup Inc | 3.06K | 0.0% | $30,947 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 500 | 0.0% | $5,060 | 0.0% | Held | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 1 | 0.0% | $10 | 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
| Envestnet Asset Management Inc | $136,316 | 0.0% |
已清仓
| Mariner, LLC | $735,112 | 曾为 0.0% |
| Hrt Financial Lp | $135,000 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $24,598 | 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): 104 持有人, 10.58M 股份, $88.58M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 02
O'Reilly Timothy M
Other · 6.28K 股 · $55,735
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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