证券记录
MDIV
名称等待档案录入
23被追踪持有人
-3Δ持有人
6.60M持有股份
$109.11M报告持仓市值
+0新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -11.5% ·
股份流向 +10.4% ·
净新建仓位 -13.0%
— 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 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 | 23 | -3 | 6.60M | $109.11M | — | −3 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | — |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | — |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | — | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | — | — |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | — | — |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | — | — |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | — | — |
| Q2 2024 | 1 | — | 22.30K | $350,534 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.53M | +44.1% | $25.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.32M | +7.8% | $21.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.32M | +7.8% | $21.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 646.45K | -1.1% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 646.45K | -1.1% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 576.40K | +2.1% | $9.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 576.40K | +2.1% | $9.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 424.85K | +1.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 424.85K | +1.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 381.97K | +3.4% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 381.97K | +3.4% | $6.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 301.45K | +4.7% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 301.45K | +4.7% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 272.65K | -2.2% | $4.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 246.82K | -2.3% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 199.78K | +3.6% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 166.78K | +4.5% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 166.78K | +4.5% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 124.99K | +29.1% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 122.31K | +48.7% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 65.36K | -7.0% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 61.66K | -8.7% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 45.96K | -1.1% | $759,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 34.35K | -0.7% | $567,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 33.95K | +42.4% | $565,661 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 15.29K | +1.7% | $252,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 12.20K | +3.4% | $201,605 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 12.18K | +0.4% | $201,194 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.80K | 0.0% | $29,745 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.35K | +294.5% | $22,353 | 0.0% | ▲ Add | 5 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Susquehanna International… | $526,123 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $180,036 | 曾为 0.0% |
| Citigroup Inc | $32,340 | 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): 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
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