证券记录 · 已归档季度
JFR
名称等待档案录入
38被追踪持有人
+3Δ持有人
27.79M持有股份
$208.98M报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +8.6% ·
股份流向 +11.7% ·
净新建仓位 +7.9%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.98K | $213,462 | n/a | n/a |
| Q2 2026 | 32 | -5 | 29.99M | $230.06M | +1 | −6 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | n/a | n/a |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | n/a |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.11K | $225,869 | 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 | Morgan Stanley ✦ | 6.07M | -6.0% | $45.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 2 | Invesco Ltd. | 2.94M | +0.7% | $22.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Loomis Sayles & Co L P | 2.90M | 新增 | $21.79M | 0.0% | New | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.62M | -9.6% | $19.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.49M | +54.3% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 1.92M | -7.0% | $14.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.58M | +14.0% | $11.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.28M | +16.3% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Balyasny Asset Management L.P. | 939.19K | -6.4% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 914.69K | +11.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 831.94K | +8.4% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 730.40K | -4.0% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 474.09K | -35.6% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 453.54K | +16.1% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 305.52K | -0.2% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 304.72K | -44.2% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 298.10K | -7.3% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 186.80K | -13.9% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 96.53K | -11.7% | $725,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 74.53K | +87.1% | $560,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | First Trust Advisors Lp | 73.86K | -13.3% | $555,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 62.77K | -4.2% | $471,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 44.44K | 新增 | $334,176 | 0.0% | New | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 32.04K | -14.3% | $240,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 28.57K | +30.1% | $214,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 23.19K | 新增 | $174,369 | 0.0% | New | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 21.84K | 0.0% | $164,196 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 18.04K | -53.8% | $132,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 15.73K | -29.7% | $114,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 14.49K | -65.5% | $108,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 12.89K | 新增 | $96,953 | 0.0% | New | 1 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 11.27K | +1371.7% | $84,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 10.49K | 新增 | $78,914 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 5.21K | 0.0% | $39,209 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.72K | 0.0% | $35,478 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 36 | TD Waterhouse Canada Inc. | 2.00K | 0.0% | $14,880 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Cwm, Llc | 866 | -81.5% | $6,512 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 377 | 新增 | $2,703 | 0.0% | New | 1 | SEC ↗ |
"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
| Loomis Sayles & Co L P | $21.79M | 0.0% |
| Focus Partners Wealth | $334,176 | 0.0% |
| Fifth Third Bancorp | $174,369 | 0.0% |
| Bank of New York Mellon Corp | $96,953 | 0.0% |
| Creative Planning | $78,914 | 0.0% |
| Jones Financial Companies Lllp | $2,703 | 0.0% |
已清仓
| Citadel Advisors | $212,647 | 曾为 0.0% |
| Hrt Financial Lp | $171,000 | 曾为 0.0% |
| Mml Investors Services, Llc | $97,697 | 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): 184 持有人, 59.65M 股份, $383.70M 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。
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)
Sep 08
TOTH TERENCE J
Other · 4.46K 股 · $34,153
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: Q1 2026 ·
方法论 ·
通过API获取此数据