证券记录 · 已归档季度
KBWY
名称等待档案录入
24被追踪持有人
+1Δ持有人
2.12M持有股份
$32.36M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.3% ·
股份流向 -4.8% ·
净新建仓位 +4.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 27 | +3 | 2.27M | $42.19M | +4 | −1 |
| Q1 2026 | 24 | +1 | 2.12M | $32.36M | +3 | −2 |
| Q4 2025 | 23 | +3 | 2.23M | $34.35M | +4 | −1 |
| Q3 2025 | 2 | -2 | 766.94K | $12.23M | +1 | −3 |
| Q2 2025 | 3 | -1 | 74.67K | $1.17M | +1 | −2 |
| Q1 2025 | 3 | +1 | 136.15K | $2.27M | +1 | — |
| Q4 2024 | 2 | -1 | 111.74K | $2.00M | +1 | −2 |
| Q3 2024 | 3 | +2 | 70.49K | $1.49M | +2 | — |
| Q2 2024 | 1 | — | 44.27K | $789,423 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 719.54K | -0.5% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 719.54K | -0.5% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 668.77K | -0.3% | $10.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 168.15K | 0.0% | $2.57M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 83.09K | +4.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 82.24K | +19.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 62.48K | -4.2% | $954,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 57.47K | +54.3% | $878,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 54.60K | -21.6% | $834,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 54.60K | -21.6% | $834,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 45.19K | 新增 | $690,457 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 35.32K | +45.0% | $528,772 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 29.40K | +96.8% | $449,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 29.40K | +96.8% | $449,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 25.37K | +57.4% | $387,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 23.73K | -1.1% | $362,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 23.73K | -1.1% | $362,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 19.81K | -62.5% | $302,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 12.60K | -87.6% | $192,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 7.33K | -9.8% | $111,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 7.33K | -9.8% | $111,926 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $90,549 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 5.20K | +45.8% | $79,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 5.20K | +45.8% | $79,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 5.12K | 新增 | $78,218 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 5.03K | +1018.7% | $76,916 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.96K | 0.0% | $29,872 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 49 | +53.1% | $749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 1 | 新增 | $15 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citigroup Inc | 1 | 0.0% | $15 | 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
| Citadel Advisors | $690,457 | 0.0% |
| Fifth Third Bancorp | $78,218 | 0.0% |
| Russell Investments Group… | $15 | 0.0% |
已清仓
| Susquehanna International… | $824,785 | 曾为 0.0% |
| Marshall Wace | $556,497 | 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): 56 持有人, 2.98M 股份, $45.41M 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: Q1 2026 ·
方法论 ·
通过API获取此数据