证券记录
KJAN
名称等待档案录入
22被追踪持有人
+3Δ持有人
1.19M持有股份
$54.16M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 -2.8% ·
净新建仓位 +13.6%
— 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 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 | 22 | +3 | 1.19M | $54.16M | +4 | −1 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | — | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | — |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | — | — |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | — | — |
| Q2 2024 | 1 | — | 17.02K | $594,343 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 263.67K | +12.6% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 263.67K | +12.6% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 263.67K | +12.6% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 263.67K | +12.6% | $12.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 222.54K | +2.6% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Blair William & Co/Il | 156.95K | -11.6% | $7.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 144.47K | -13.6% | $6.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 121.79K | +15.2% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 75.94K | -1.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 75.94K | -1.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 51.63K | -0.8% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 43.51K | -35.2% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 23.93K | +14.7% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 21.57K | +59.6% | $984,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 21.57K | +59.6% | $984,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 15.61K | +21.4% | $712,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 14.64K | -66.5% | $667,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 8.49K | 0.0% | $387,307 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 7.45K | 新增 | $339,852 | 0.0% | New | 1 | SEC ↗ |
| 20 | Creative Planning | 5.27K | 0.0% | $240,607 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 5.20K | -70.5% | $237,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.70K | 新增 | $122,968 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 528 | 新增 | $24,093 | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 500 | 0.0% | $22,815 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 254 | 0.0% | $11,590 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 147 | 新增 | $6,708 | 0.0% | New | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 84 | 0.0% | $3,833 | 0.0% | Held | 3 | 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 | $339,852 | 0.0% |
| JPMorgan Chase | $122,968 | 0.0% |
| UBS Group AG | $24,093 | 0.0% |
| Pnc Financial Services Group… | $6,708 | 0.0% |
已清仓
| Northwestern Mutual Wealth… | $9,596 | 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): 127 持有人, 5.20M 股份, $209.79M 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