证券记录
JPIN
名称等待档案录入
32被追踪持有人
-1Δ持有人
2.45M持有股份
$177.67M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 -7.0% ·
净新建仓位 -3.1%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 2.45M | $177.67M | — | −1 |
| Q1 2026 | 34 | +2 | 2.64M | $187.66M | +2 | — |
| Q4 2025 | 32 | +1 | 2.90M | $198.16M | +1 | — |
| Q3 2025 | 5 | 0 | 561.59K | $37.41M | — | — |
| Q2 2025 | 3 | 0 | 17.56K | $1.13M | — | — |
| Q1 2025 | 2 | 0 | 145.10K | $8.29M | — | — |
| Q4 2024 | 2 | +1 | 46.89K | $2.51M | +1 | — |
| Q3 2024 | 1 | 0 | 4.33K | $260,086 | +1 | −1 |
| Q2 2024 | 1 | — | 64.20K | $3.55M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 457.58K | -4.9% | $33.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 457.58K | -4.9% | $33.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 313.73K | +0.5% | $22.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 313.73K | +0.5% | $22.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 313.73K | +0.5% | $22.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 313.73K | +0.5% | $22.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 280.70K | -2.0% | $20.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 204.17K | -1.8% | $14.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 204.17K | -1.8% | $14.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 204.17K | -1.8% | $14.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Captrust Financial Advisors | 168.44K | +3.4% | $12.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 126.31K | +3.4% | $9.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 117.81K | -4.5% | $8.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 114.18K | -6.3% | $8.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 114.18K | -6.3% | $8.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 102.27K | +18.1% | $7.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 102.27K | +18.1% | $7.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 92.61K | -10.5% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 92.61K | -10.5% | $6.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 91.98K | -32.9% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 82.18K | -7.6% | $5.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 82.18K | -7.6% | $5.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 82.18K | -7.6% | $5.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 61.79K | -58.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 61.79K | -58.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 48.11K | -0.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 48.11K | -0.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 46.49K | +40.3% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 29.60K | 0.0% | $2.14M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 16.20K | -6.6% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 13.81K | -1.7% | $998,691 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 12.58K | -8.5% | $909,393 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 12.33K | -1.9% | $891,399 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | Jane Street Group, Llc | 12.31K | -64.0% | $889,991 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 11.93K | +22.7% | $862,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cetera Investment Advisers | 10.07K | +1.1% | $728,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 6.05K | +7.9% | $437,593 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 5.91K | +3.6% | $427,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 5.54K | -2.3% | $400,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 3.15K | +1.1% | $228,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 3.05K | 0.0% | $220,690 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.33K | +8.1% | $96,217 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 323 | 0.0% | $23,356 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Citigroup Inc | 120 | -96.6% | $8,677 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 107 | +35.4% | $7,737 | 0.0% | ▲ Add | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $285,815 | 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): 113 持有人, 3.40M 股份, $236.63M 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