证券记录 · 已归档季度
LCTU
名称等待档案录入
28被追踪持有人
+1Δ持有人
7.27M持有股份
$582.05M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 -2.2% ·
净新建仓位 +3.6%
— 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 | 28 | +1 | 7.27M | $582.05M | +4 | −3 |
| Q1 2026 | 28 | 0 | 7.68M | $537.34M | +3 | −3 |
| Q4 2025 | 28 | 0 | 8.10M | $600.37M | — | — |
| Q3 2025 | 5 | 0 | 1.58M | $114.77M | +1 | −1 |
| Q2 2025 | 2 | 0 | 7.88K | $529,902 | — | — |
| Q1 2025 | 1 | +1 | 21.74K | $1.32M | +1 | — |
| Q3 2024 | 1 | +1 | 22.25K | $1.40M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 4.22M | -4.7% | $338.05M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.23M | +1.6% | $98.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 730.45K | -2.2% | $58.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 730.45K | -2.2% | $58.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Cetera Investment Advisers | 280.59K | -4.0% | $22.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 232.62K | +14.1% | $18.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Assetmark, Inc | 112.78K | -4.4% | $9.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 101.94K | +6.8% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 101.94K | +6.8% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 65.14K | +7.2% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 50.37K | -8.4% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 50.37K | -8.4% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 41.48K | +2.2% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 41.40K | +80.7% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 41.40K | +80.7% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 37.72K | +7.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 37.72K | +7.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 37.72K | +7.6% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 31.60K | 新增 | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 23.53K | -55.3% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 23.45K | +3.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 14.08K | 新增 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 8.77K | +7.5% | $703,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 8.77K | +7.5% | $703,163 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 4.26K | 新增 | $341,482 | 0.0% | New | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 3.52K | -2.4% | $282,243 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 3.38K | -37.9% | $271,145 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.90K | -9.1% | $232,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 1.85K | -3.3% | $148,457 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 1.85K | -3.3% | $148,457 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.29K | -43.0% | $103,566 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.29K | -43.0% | $103,566 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.29K | -43.0% | $103,566 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.13K | -12.9% | $90,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 903 | +22.2% | $72,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 473 | +30.7% | $37,916 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 206 | 新增 | $16,212 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 25 | 0.0% | $2,004 | 0.0% | Held | 2 | 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
| Wealth Enhancement Advisory… | $2.57M | 0.0% |
| Mercer Global Advisors Inc… | $1.13M | 0.0% |
| Russell Investments Group… | $341,482 | 0.0% |
| Jones Financial Companies Lllp | $16,212 | 0.0% |
已清仓
| Hrt Financial Lp | $737,000 | 曾为 0.0% |
| Mariner, LLC | $398,393 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $22,795 | 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): 194 持有人, 15.92M 股份, $1.06B 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