证券记录
JAGG
名称等待档案录入
26被追踪持有人
+3Δ持有人
6.68M持有股份
$307.92M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +13.0% ·
股份流向 -23.4% ·
净新建仓位 +7.7%
— 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 | 26 | +3 | 6.68M | $307.92M | +3 | −1 |
| Q1 2026 | 25 | -1 | 9.03M | $416.10M | +1 | −2 |
| Q4 2025 | 26 | +1 | 9.13M | $423.93M | +1 | — |
| Q3 2025 | 4 | -1 | 10.24M | $477.75M | — | −1 |
| Q2 2025 | 2 | 0 | 107.54K | $4.96M | — | — |
| Q1 2025 | 1 | 0 | 77.08K | $3.55M | — | — |
| Q4 2024 | 1 | 0 | 92.86K | $4.20M | — | — |
| Q3 2024 | 1 | 0 | 40.99K | $1.94M | — | — |
| Q2 2024 | 1 | — | 56.73K | $2.58M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 744.33K | -66.2% | $34.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 332.33K | +33.3% | $15.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 229.35K | -74.5% | $10.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 131.34K | -40.6% | $6.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 110.94K | +201.6% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 78.49K | +6.1% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 55.92K | +0.7% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Susquehanna International Group, Llp | 33.89K | +553.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 22.63K | 新增 | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 19.89K | -19.5% | $914,172 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 14.20K | -0.4% | $652,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 9.71K | -43.1% | $449,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 8.03K | -74.9% | $368,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 7.27K | -89.9% | $334,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 6.13K | +7.6% | $281,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 5.92K | 新增 | $272,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 2.19K | 0.0% | $100,401 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 442 | -18.4% | $20,310 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | UBS Group AG | 385 | 0.0% | $17,691 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 237 | 0.0% | $10,890 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 136 | +46.2% | $6,249 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 74 | -96.6% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 65 | +195.4% | $2,992 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 18 | -87.6% | $827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 3 | 新增 | $138 | 0.0% | New | 1 | 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
| Goldman Sachs Group | $1.04M | 0.0% |
| Hrt Financial Lp | $272,000 | 0.0% |
| Russell Investments Group… | $138 | 0.0% |
已清仓
| HighTower Advisors, LLC | $7.80M | 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
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