证券记录 · 已归档季度
JAGG
名称等待档案录入
25被追踪持有人
-1Δ持有人
9.03M持有股份
$416.10M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 -1.1% ·
净新建仓位 -4.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 6.85M | $315.49M | +3 | n/a |
| Q1 2026 | 25 | -1 | 9.03M | $416.10M | +1 | −2 |
| Q4 2025 | 26 | +1 | 9.13M | $423.93M | +1 | n/a |
| Q3 2025 | 4 | -1 | 10.24M | $477.75M | n/a | −1 |
| Q2 2025 | 2 | 0 | 107.54K | $4.96M | n/a | n/a |
| Q1 2025 | 1 | 0 | 77.08K | $3.55M | n/a | n/a |
| Q4 2024 | 1 | 0 | 92.86K | $4.20M | n/a | n/a |
| Q3 2024 | 1 | 0 | 40.99K | $1.94M | n/a | n/a |
| Q2 2024 | 1 | n/a | 56.73K | $2.58M | 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 | JPMorgan Chase ✦ | 4.81M | +4.7% | $221.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 2.20M | +4.1% | $101.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 897.95K | +5.6% | $41.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 249.23K | +9.7% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 221.32K | -1.5% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 168.95K | 0.0% | $7.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cwm, Llc | 134.20K | +10.2% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 73.95K | -1.9% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 71.86K | -82.6% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 55.54K | -14.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 36.78K | -42.3% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 31.98K | -26.8% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 24.71K | -6.2% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | National Bank Of Canada /Fi/ | 17.07K | +1173.0% | $787,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 14.26K | -9.1% | $658,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 5.70K | 新增 | $262,943 | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 5.19K | -89.6% | $239,570 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.18K | +2847.3% | $101,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Us Bancorp \De\ | 2.19K | 0.0% | $100,860 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 542 | +73.2% | $25,035 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | UBS Group AG | 385 | +38400.0% | $17,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 237 | 0.0% | $10,940 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 145 | 0.0% | $6,693 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 93 | 0.0% | $4,293 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 22 | -99.0% | $995 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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
| Fifth Third Bancorp | $262,943 | 0.0% |
已清仓
| Goldman Sachs Group | $2.89M | 曾为 0.0% |
| Mercer Global Advisors Inc… | $347,454 | 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): 111 持有人, 8.76M 股份, $359.86M 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