证券记录 · 已归档季度
LEO
名称等待档案录入
30被追踪持有人
-2Δ持有人
3.89M持有股份
$24.47M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -6.2% ·
股份流向 -5.6% ·
净新建仓位 -6.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.00M | +4.9% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Allspring Global Investments… | 527.75K | +8.3% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 379.87K | 0.0% | $2.39M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 279.39K | -50.6% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 248.56K | +32.0% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 225.90K | +0.7% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 196.25K | +0.3% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 162.62K | -20.9% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 161.36K | -4.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.21K | -1.0% | $957,398 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Toronto Dominion Bank | 121.63K | 新增 | $765,053 | 0.0% | New | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 60.25K | +5.4% | $378,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 56.23K | +0.1% | $353,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Nuveen, LLC | 51.50K | 0.0% | $323,954 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 35.96K | +0.1% | $226,180 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 33.29K | -36.8% | $209,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.04K | -4.5% | $182,656 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 25.00K | 0.0% | $157,250 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Corient Private Wealth LP | 22.27K | -50.0% | $140,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Nomura Holdings Inc | 20.00K | -17.9% | $125,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 18.85K | -0.7% | $118,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 17.79K | -2.2% | $111,887 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 14.68K | +6.0% | $92,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 14.42K | -20.6% | $90,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 10.80K | -4.2% | $67,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 10.15K | 新增 | $63,846 | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 5.50K | 0.0% | $34,595 | 0.0% | Held | 2 | SEC ↗ |
| 28 | UBS Group AG | 3.01K | -49.8% | $18,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 2.65K | 0.0% | $16,694 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3 | 0.0% | $19 | 0.0% | Held | 2 | 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
| Toronto Dominion Bank | $765,053 | 0.0% |
| Mercer Global Advisors Inc… | $63,846 | 0.0% |
已清仓
| Jane Street Group, Llc | $526,354 | 曾为 0.0% |
| Royal Bank Of Canada | $170,000 | 曾为 0.0% |
| Citadel Advisors | $77,541 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $7,632 | 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): 96 持有人, 29.01M 股份, $162.30M 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。
公开市场买入 (P)
Oct 19
Saba Capital Management…
10% owner · 15.25K 股 @ 5.67 · $86,445
Oct 16
Saba Capital Management…
10% owner · 250.09K 股 @ 5.66 · $1.42M
Oct 16
Saba Capital Management…
10% owner · 72.77K 股 @ 5.63 · $409,701
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 02
SC 13G: SIT INVESTMENT ASSOCIATES INC
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