证券记录 · 已归档季度
LRGE
名称等待档案录入
29被追踪持有人
-1Δ持有人
2.45M持有股份
$184.16M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.3% ·
股份流向 +7.6% ·
净新建仓位 -3.4%
— 公式
集中积累 — 持股数量上升但持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 2.30M | $196.78M | +3 | −2 |
| Q1 2026 | 29 | -1 | 2.45M | $184.16M | +1 | −2 |
| Q4 2025 | 30 | -1 | 2.28M | $187.44M | — | −1 |
| Q3 2025 | 6 | 0 | 390.46K | $32.55M | — | — |
| Q2 2025 | 3 | +1 | 45.38K | $3.60M | +1 | — |
| Q1 2025 | 1 | +1 | 30.44K | $2.12M | +1 | — |
| Q3 2024 | 1 | 0 | 34.02K | $2.48M | — | — |
| Q2 2024 | 1 | — | 5.83K | $407,239 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 440.15K | +200.2% | $33.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 440.15K | +200.2% | $33.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 405.27K | +3.8% | $30.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 353.14K | -1.1% | $26.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 353.14K | -1.1% | $26.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 288.50K | +2.9% | $21.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 255.11K | -31.8% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 255.11K | -31.8% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 255.11K | -31.8% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 213.32K | +0.4% | $16.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 103.44K | -6.3% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 103.44K | -6.3% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 103.44K | -6.3% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 93.36K | +5.8% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 65.71K | -21.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 43.80K | +11.8% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 43.17K | +8.5% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 21.72K | -52.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 20.52K | +2.7% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 19.52K | +0.1% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 16.06K | +449.9% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 12.69K | +34.2% | $954,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 11.12K | -11.6% | $836,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 11.12K | -11.6% | $836,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 7.01K | +401.7% | $509,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.01K | +401.7% | $509,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 7.01K | +401.7% | $509,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 7.01K | +401.7% | $509,076 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 5.95K | -46.9% | $447,590 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Captrust Financial Advisors | 5.61K | 0.0% | $421,496 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 5.43K | +1.3% | $408,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 5.43K | +1.3% | $408,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 4.99K | -16.1% | $375,048 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 4.05K | 0.0% | $304,751 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 3.88K | -7.7% | $292,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 2.84K | 0.0% | $213,418 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 2.35K | -0.1% | $176,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 395 | 0.0% | $29,704 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 44 | +2.3% | $3,284 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Fifth Third Bancorp | 5 | 新增 | $376 | 0.0% | New | 1 | 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
| Fifth Third Bancorp | $376 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $28,653 | 曾为 0.0% |
| Us Bancorp \De\ | $15,856 | 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): 80 持有人, 3.58M 股份, $266.41M 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: Q1 2026 ·
方法论 ·
通过API获取此数据