证券记录 · 已归档季度
KIO
名称等待档案录入
24被追踪持有人
-4Δ持有人
5.51M持有股份
$62.04M报告持仓市值
+1新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -14.3% ·
股份流向 +0.6% ·
净新建仓位 -20.0%
· 公式
集中增持：持股数量上升，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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.00M | +9.2% | $33.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | UBS Group AG | 646.65K | -2.1% | $7.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 548.46K | -6.0% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 348.01K | +1.8% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 217.25K | +2.0% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 125.90K | -17.8% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 114.45K | -1.9% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 100.81K | +4.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 79.15K | -4.8% | $891,229 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 76.29K | -0.8% | $859,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 57.91K | -12.1% | $652,109 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 45.52K | -11.1% | $512,557 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Fifth Third Bancorp | 39.90K | +0.3% | $449,278 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 30.37K | +17.0% | $341,961 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Wealth Enhancement Advisory… | 20.04K | -3.9% | $227,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 17.79K | -1.7% | $200,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 13.65K | -1.6% | $153,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 12.21K | -60.4% | $137,440 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Creative Planning | 11.31K | 新增 | $127,306 | 0.0% | New | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 5.08K | 0.0% | $57,156 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 21 | Bnp Paribas Financial Markets | 1.50K | -31.6% | $16,935 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 230 | 0.0% | $2,597 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Assetmark, Inc | 16 | 0.0% | $180 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citigroup Inc | 1 | 0.0% | $11 | 0.0% | Held | 3 | 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
| Creative Planning | $127,306 | 0.0% |
已清仓
| Balyasny Asset Management L.P. | $836,462 | 曾为 0.0% |
| Commonwealth Equity Services… | $193,922 | 曾为 0.0% |
| Nomura Holdings Inc | $165,000 | 曾为 0.0% |
| HighTower Advisors, LLC | $140,162 | 曾为 0.0% |
| Jane Street Group, Llc | $129,404 | 曾为 0.0% |
| Allspring Global Investments… | $111,782 | 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): 92 持有人, 10.38M 股份, $93.19M 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。
公开市场买入 (P)
Oct 08
Pimentel Rudy
Officer, Director · President · 1.00K 股 @ 10.15 · $10,150
Oct 05
Pimentel Rudy
Officer, Director · President · 1.00K 股 @ 10.24 · $10,240
Oct 05
Pimentel Rudy
Officer, Director · President · 1.00K 股 @ 10.20 · $10,200
Oct 01
Pimentel Rudy
Officer, Director · President · 1.00K 股 @ 10.30 · $10,300
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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