证券记录 · 已归档季度
KMLM
名称等待档案录入
18被追踪持有人
+6Δ持有人
919.74K持有股份
$25.31M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 304.20K | +18.5% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 270.16K | +64.7% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 91.20K | +0.8% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 72.92K | +5.5% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 59.75K | 新增 | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 52.88K | +37.1% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cibc World Market Inc. | 34.22K | 新增 | $941,597 | 0.0% | New | 1 | SEC ↗ |
| 8 | Creative Planning | 15.45K | 新增 | $425,267 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 9.76K | 新增 | $268,619 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 3.71K | +826.2% | $101,961 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 2.14K | -7.8% | $58,851 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Qube Research & Technologies Ltd | 1.64K | 新增 | $44,995 | 0.0% | New | 1 | SEC ↗ |
| 13 | Simplex Trading, Llc | 636 | 新增 | $17,502 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 624 | +2300.0% | $17,173 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 408 | 0.0% | $11,228 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 48 | +700.0% | $1,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 12 | 新增 | $328 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1 | 0.0% | $52 | 0.0% | Held | 4 | 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
| LPL Financial LLC | $1.64M | 0.0% |
| Cibc World Market Inc. | $941,597 | 0.0% |
| Creative Planning | $425,267 | 0.0% |
| Cetera Investment Advisers | $268,619 | 0.0% |
| Qube Research & Technologies… | $44,995 | 0.0% |
| Simplex Trading, Llc | $17,502 | 0.0% |
| JPMorgan Chase | $328 | 0.0% |
已清仓
| Susquehanna International… | $1.07M | 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): 50 持有人, 3.58M 股份, $99.72M 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