证券记录
KOCT
名称等待档案录入
19被追踪持有人
+1Δ持有人
1.25M持有股份
$46.49M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 +1.4% ·
净新建仓位 +5.3%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 1.25M | $46.49M | +1 | — |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | — | — |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | — | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | — | — |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | — | — |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | — | — |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | — | — |
| Q2 2024 | 1 | — | 17.62K | $503,685 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 297.48K | +3.5% | $11.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 181.22K | +8.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 181.22K | +8.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 181.22K | +8.2% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Creative Planning | 163.75K | -4.7% | $6.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 136.71K | -22.7% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 125.51K | -2.4% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 70.59K | 新增 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 70.59K | 新增 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 61.89K | +10.0% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 38.79K | +0.6% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 38.01K | -29.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 37.41K | -28.7% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 26.44K | -0.6% | $987,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 26.44K | -0.6% | $987,686 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 22.30K | -10.8% | $832,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 11.44K | 0.0% | $427,324 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 9.59K | +35.1% | $358,394 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 9.30K | 0.0% | $347,448 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 7.54K | +12.5% | $281,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 15.06K | -7.1% | $235,248 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 230 | 0.0% | $8,593 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1 | 0.0% | $37 | 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
| Susquehanna International… | $2.64M | 0.0% |
| Susquehanna International… | $2.64M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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
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