证券记录 · 已归档季度
LEO
名称等待档案录入
29被追踪持有人
0Δ持有人
3.96M持有股份
$25.59M报告持仓市值
+4新建仓位
−4清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +1.9% · 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 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 | 29 | 0 | 3.96M | $25.59M | +4 | −4 |
| Q1 2026 | 30 | -2 | 3.89M | $24.47M | +2 | −4 |
| Q4 2025 | 32 | 0 | 4.12M | $26.20M | — | — |
| Q3 2025 | 2 | 0 | 577.14K | $3.61M | — | — |
| Q2 2025 | 1 | +1 | 23.75K | $140,618 | +1 | — |
| Q3 2024 | 1 | 0 | 14.63K | $95,228 | — | — |
| Q2 2024 | 1 | — | 14.99K | $91,745 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.13M | +13.0% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.13M | +13.0% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Allspring Global Investments… | 527.75K | 0.0% | $3.41M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Capstone Investment Advisors, Llc | 379.87K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 317.34K | +27.7% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 252.35K | -9.7% | $1.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 252.35K | -9.7% | $1.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 220.68K | -2.3% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 169.09K | +11.1% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 162.81K | +0.9% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Toronto Dominion Bank | 134.63K | +10.7% | $869,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 106.65K | -45.7% | $688,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 106.65K | -45.7% | $688,933 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 100.72K | -38.1% | $650,625 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 62.49K | +3.7% | $403,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 56.38K | +0.3% | $364,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Nuveen, LLC | 51.50K | 0.0% | $332,709 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 43.40K | 新增 | $280,384 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 43.40K | 新增 | $280,384 | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 36.05K | +0.2% | $232,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 32.69K | +12.6% | $211,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 32.69K | +12.6% | $211,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 25.00K | 0.0% | $161,500 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Corient Private Wealth LP | 22.27K | 0.0% | $143,881 | 0.0% | Held | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 22.23K | -33.2% | $143,612 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 18.95K | +0.6% | $122,441 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 17.80K | 新增 | $115,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 17.33K | +20.2% | $111,978 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 14.58K | -0.7% | $94,158 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 12.18K | 新增 | $78,709 | 0.0% | New | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 10.80K | 0.0% | $69,750 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Us Bancorp \De\ | 5.50K | 0.0% | $35,530 | 0.0% | Held | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.09K | 新增 | $26,553 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 3.01K | 0.0% | $19,432 | 0.0% | Held | 3 | 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
| Jane Street Group, Llc | $280,384 | 0.0% |
| Jane Street Group, Llc | $280,384 | 0.0% |
| Royal Bank Of Canada | $115,000 | 0.0% |
| Bank Of Montreal /Can/ | $78,709 | 0.0% |
| JPMorgan Chase | $26,553 | 0.0% |
已清仓
| Nomura Holdings Inc | $125,800 | 曾为 0.0% |
| Susquehanna International… | $111,887 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $63,846 | 曾为 0.0% |
| Pnc Financial Services Group… | $19 | 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
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