证券记录 · 已归档季度
KOCT
名称等待档案录入
19被追踪持有人
0Δ持有人
1.26M持有股份
$42.34M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +30.0% · 净新建仓位 0.0% · 公式
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 24.41K | $589,286 | n/a | n/a |
| Q2 2026 | 19 | +1 | 1.25M | $46.49M | +1 | n/a |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | n/a | n/a |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | n/a | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.62K | $503,685 | 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 | HighTower Advisors, LLC | 287.55K | +577.3% | $9.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 176.90K | -1.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Creative Planning | 171.89K | 新增 | $5.83M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 167.42K | -9.8% | $5.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 128.54K | -10.3% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 56.27K | +2.1% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 53.67K | +1.7% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 52.46K | +1.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 38.58K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.58K | -31.4% | $901,845 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 25.00K | 新增 | $848,173 | 0.0% | New | 1 | SEC ↗ |
| 12 | Cwm, Llc | 20.82K | -26.5% | $706,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 11.44K | 0.0% | $388,056 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 9.30K | 0.0% | $315,521 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 16.21K | +30.3% | $254,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 7.10K | -43.2% | $240,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 6.70K | 新增 | $227,276 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 230 | -81.3% | $7,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1 | 0.0% | $34 | 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 | $5.83M | 0.0% |
| Goldman Sachs Group | $848,173 | 0.0% |
| Citadel Advisors | $227,276 | 0.0% |
已清仓
| Susquehanna International… | $661,312 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $628,214 | 曾为 0.0% |
| JPMorgan Chase | $271,313 | 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): 94 持有人, 2.85M 股份, $93.29M 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