证券记录 · 已归档季度
MDIV
名称等待档案录入
27被追踪持有人
+3Δ持有人
5.98M持有股份
$96.65M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +0.1% ·
净新建仓位 +11.1%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.27K | $512,854 | n/a | n/a |
| Q2 2026 | 22 | -3 | 6.57M | $108.54M | n/a | −4 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | n/a |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | n/a |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | n/a | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | n/a | n/a |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | n/a | n/a |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | n/a | n/a |
| Q2 2024 | 1 | n/a | 22.30K | $350,534 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.23M | +42.4% | $19.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.06M | +5.4% | $17.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 653.91K | -1.6% | $10.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 564.28K | +1.2% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 419.48K | +2.4% | $6.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 369.42K | +45.5% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 287.87K | +3.1% | $4.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 278.67K | -9.8% | $4.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 252.73K | -38.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 192.86K | +7.0% | $3.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 159.57K | -6.2% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 96.85K | +154.5% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 82.26K | +27.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 70.25K | +4.0% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 67.50K | -88.4% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 46.46K | +141.2% | $751,274 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 34.61K | +8.0% | $559,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 32.54K | 新增 | $526,123 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Wealth Enhancement Advisory… | 23.84K | -11.3% | $387,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 15.04K | -18.7% | $243,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 12.13K | 新增 | $196,147 | 0.0% | New | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 11.80K | 0.0% | $190,806 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 11.13K | 新增 | $180,036 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 2.00K | -0.1% | $32,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.80K | 0.0% | $29,106 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 343 | +117.1% | $5,541 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Cwm, Llc | 100 | 0.0% | $1,617 | 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
| Susquehanna International… | $526,123 | 0.0% |
| Fifth Third Bancorp | $196,147 | 0.0% |
| Mercer Global Advisors Inc… | $180,036 | 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): 95 持有人, 8.88M 股份, $138.61M 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。
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