证券记录 · 已归档季度
KBA
名称等待档案录入
19被追踪持有人
-1Δ持有人
945.02K持有股份
$28.60M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 -8.5% ·
净新建仓位 -5.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 977.71K | $33.64M | +3 | −3 |
| Q1 2026 | 19 | -1 | 945.02K | $28.60M | +2 | −3 |
| Q4 2025 | 20 | -1 | 1.03M | $31.93M | n/a | −1 |
| Q3 2025 | 5 | +2 | 614.74K | $18.49M | +2 | n/a |
| Q2 2025 | 1 | -2 | 85.42K | $2.07M | n/a | −2 |
| Q1 2025 | 2 | 0 | 17.09K | $403,548 | n/a | n/a |
| Q4 2024 | 2 | +2 | 98.84K | $2.32M | +2 | n/a |
| Q2 2024 | 2 | n/a | 40.10K | $872,977 | 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 ✦ | 280.59K | -10.5% | $8.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 94.33K | +74.0% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 88.04K | +14.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 85.40K | +9.2% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 68.83K | -2.8% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 57.53K | +0.5% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 52.43K | +260.4% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 44.48K | +39.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | BlackRock ✦ (被动) | 40.96K | -52.0% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 36.39K | 新增 | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 33.34K | 0.0% | $1.01M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20.84K | -0.5% | $630,725 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 15.30K | -71.0% | $462,857 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 9.04K | 0.0% | $273,619 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 15 | LPL Financial LLC | 8.00K | -7.5% | $242,055 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 4.36K | 新增 | $131,873 | 0.0% | New | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 3.66K | 0.0% | $110,752 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 971 | -59.7% | $29,312 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 529 | -86.1% | $16,008 | 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
| HighTower Advisors, LLC | $1.10M | 0.0% |
| Fifth Third Bancorp | $131,873 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.95M | 曾为 0.0% |
| Hrt Financial Lp | $1.08M | 曾为 0.0% |
| Corient Private Wealth LP | $554,098 | 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): 41 持有人, 1.15M 股份, $34.53M 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