证券记录
JVAL
名称等待档案录入
29被追踪持有人
+2Δ持有人
5.03M持有股份
$294.90M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.4% ·
股份流向 +16.5% ·
净新建仓位 +6.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 1.15M | -3.9% | $67.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +76.2% | $66.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 580.54K | +3.8% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 577.60K | +0.8% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 293.79K | +188.4% | $17.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 174.60K | +29.7% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 167.24K | -4.4% | $9.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 163.77K | +6.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 155.81K | -11.4% | $9.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 138.20K | +7.5% | $8.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 117.92K | +0.1% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 102.76K | 新增 | $6.03M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 84.61K | -42.5% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 41.41K | +6.8% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 35.09K | +10.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 21.14K | 0.0% | $1.24M | 0.0% | Held | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 20.58K | +0.2% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 18.61K | +11.5% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 17.66K | -18.1% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 10.64K | -0.4% | $624,180 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 9.20K | 新增 | $539,195 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.59K | -3.1% | $269,002 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 4.46K | 新增 | $261,327 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.79K | -2.8% | $163,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 1.03K | -1.5% | $60,165 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 961 | 0.0% | $56,353 | 0.0% | Held | 3 | SEC ↗ |
| 40 | UBS Group AG | 301 | 0.0% | $17,651 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 10 | 新增 | $586 | 0.0% | New | 1 | SEC ↗ |
| 42 | Simplex Trading, Llc | 2 | -94.3% | $117 | 0.0% | ▼ Trim | 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
| Mercer Global Advisors Inc… | $6.03M | 0.0% |
| Jane Street Group, Llc | $539,195 | 0.0% |
| Mml Investors Services, Llc | $261,327 | 0.0% |
| Russell Investments Group… | $586 | 0.0% |
已清仓
| Citadel Advisors | $1.32M | 曾为 0.0% |
| Goldman Sachs Group | $500,766 | 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): 152 持有人, 10.32M 股份, $481.51M 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