证券记录 · 已归档季度
JPIB
名称等待档案录入
33被追踪持有人
+3Δ持有人
8.15M持有股份
$389.92M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +30.0% ·
净新建仓位 +9.1%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.56M | +9.2% | $74.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.08M | +247.3% | $51.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 982.69K | +13.4% | $46.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 757.48K | +29.0% | $36.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 612.59K | +14.6% | $29.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 489.75K | -34.3% | $23.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 444.98K | +48.4% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 368.31K | +266.6% | $17.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 357.69K | +164.4% | $17.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 310.73K | +8.1% | $14.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 233.17K | +29.7% | $11.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Captrust Financial Advisors | 209.27K | +37.0% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 170.79K | -0.5% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 133.84K | 新增 | $6.40M | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 103.45K | +54.3% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | JPMorgan Chase ✦ | 86.17K | +245.4% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 66.94K | -7.4% | $3.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 50.56K | -8.7% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 37.19K | 0.0% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cibc World Market Inc. | 15.32K | 新增 | $732,650 | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 15.27K | +215.6% | $730,020 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 15.28K | +158.1% | $728,392 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 13.50K | -81.5% | $645,474 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 7.44K | 新增 | $355,902 | 0.0% | New | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 7.10K | 新增 | $339,618 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 6.65K | -1.6% | $318,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $286,372 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 5.79K | +9.9% | $276,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 4.68K | 新增 | $223,606 | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Truist Financial Corp | 4.42K | +0.2% | $211,508 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wells Fargo & Company/Mn | 1.02K | +173.1% | $48,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cwm, Llc | 980 | 0.0% | $46,864 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 18 | -82.2% | $861 | 0.0% | ▼ Trim | 2 | 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
| Cerity Partners LLC | $6.40M | 0.0% |
| Cibc World Market Inc. | $732,650 | 0.0% |
| Mml Investors Services, Llc | $355,902 | 0.0% |
| Lido Advisors, LLC | $339,618 | 0.0% |
| AQR Capital Management | $223,606 | 0.0% |
已清仓
| Stifel Financial Corp | $879,283 | 曾为 0.0% |
| Us Bancorp \De\ | $28,490 | 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): 232 持有人, 29.18M 股份, $1.36B 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