证券记录
JSI
名称等待档案录入
30被追踪持有人
0Δ持有人
11.42M持有股份
$585.07M报告持仓市值
+3新建仓位
−3清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +8.6% · 净新建仓位 0.0% — 公式
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 | 30 | 0 | 11.42M | $585.07M | +3 | −3 |
| Q1 2026 | 32 | +3 | 10.60M | $545.95M | +5 | −2 |
| Q4 2025 | 29 | 0 | 9.71M | $504.19M | — | — |
| Q3 2025 | 4 | +1 | 192.74K | $10.07M | +1 | — |
| Q1 2025 | 1 | +1 | 104.81K | $5.49M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.54M | -0.3% | $129.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 2.25M | +8.4% | $115.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.02M | +10.5% | $52.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 817.68K | +8.6% | $41.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 817.68K | +8.6% | $41.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 738.62K | -8.0% | $37.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 736.29K | +3.9% | $37.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 559.72K | +26.5% | $28.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 496.52K | -11.2% | $25.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Corient Private Wealth LP | 372.25K | +66.1% | $19.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 308.88K | -0.2% | $15.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 308.88K | -0.2% | $15.82M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 282.60K | +3.2% | $14.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 263.12K | +280.4% | $13.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Jane Street Group, Llc | 202.41K | +360.0% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 197.24K | +1.6% | $10.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 175.17K | -14.6% | $8.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 172.24K | +14.0% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 87.81K | +428.7% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 87.81K | +428.7% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 61.05K | +1.2% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 59.06K | +232.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 49.36K | -8.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 49.36K | -8.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 10.36K | -11.1% | $530,400 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 6.28K | -6.4% | $321,737 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 5.86K | -1.3% | $299,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 4.61K | -87.9% | $236,129 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.22K | 新增 | $216,311 | 0.0% | New | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 4.06K | 新增 | $208,026 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.73K | 新增 | $89,349 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 395 | 0.0% | $20,228 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Us Bancorp \De\ | 211 | -3.2% | $10,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 70 | 0.0% | $3,585 | 0.0% | Held | 2 | 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
| Rockefeller Capital… | $216,311 | 0.0% |
| AQR Capital Management | $208,026 | 0.0% |
| JPMorgan Chase | $89,349 | 0.0% |
已清仓
| Mariner, LLC | $838,962 | 曾为 0.0% |
| Hrt Financial Lp | $352,000 | 曾为 0.0% |
| Quantinno Capital Management… | $214,345 | 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): 153 持有人, 24.94M 股份, $1.23B 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