证券记录
METV
名称等待档案录入
26被追踪持有人
-5Δ持有人
443.18K持有股份
$8.17M报告持仓市值
+2新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -16.1% ·
股份流向 -30.0% ·
净新建仓位 -19.2%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 26 | -5 | 443.18K | $8.17M | +2 | −7 |
| Q1 2026 | 31 | +2 | 989.51K | $45.90M | +5 | −3 |
| Q4 2025 | 29 | +2 | 1.06M | $19.87M | +2 | — |
| Q3 2025 | 4 | -2 | 127.85K | $2.63M | — | −2 |
| Q2 2025 | 4 | +1 | 236.36K | $4.03M | +1 | — |
| Q1 2025 | 2 | 0 | 55.85K | $753,430 | — | — |
| Q4 2024 | 2 | 0 | 214.77K | $3.09M | +1 | −1 |
| Q3 2024 | 2 | -1 | 27.57K | $371,946 | — | −1 |
| Q2 2024 | 3 | — | 61.99K | $808,970 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 110.79K | -13.0% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 75.65K | -83.5% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 51.08K | -1.8% | $942,345 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 51.08K | -1.8% | $942,345 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 51.08K | -1.8% | $942,345 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Creative Planning | 45.87K | +4.6% | $846,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 45.87K | +4.6% | $846,244 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 26.61K | 新增 | $490,881 | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 20.40K | -19.7% | $376,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 19.36K | -60.3% | $357,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 18.30K | -0.2% | $337,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 15.56K | +4.3% | $287,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 14.91K | -4.4% | $275,090 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 13.17K | -6.2% | $242,906 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 11.25K | -42.7% | $207,535 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.41K | +9.8% | $81,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.41K | +9.8% | $81,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 4.41K | +9.8% | $81,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.46K | +33.6% | $63,766 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 2.45K | 0.0% | $45,258 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 2.45K | 0.0% | $45,258 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.36K | +129.8% | $43,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 1.98K | +1154.4% | $36,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.48K | 0.0% | $27,223 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.48K | 0.0% | $27,223 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.01K | 0.0% | $18,634 | 0.0% | Held | 3 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 997 | +24.6% | $17,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 715 | 0.0% | $13,192 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Us Bancorp \De\ | 500 | 0.0% | $9,225 | 0.0% | Held | 3 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 550 | -41.2% | $8,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 282 | 0.0% | $5,151 | 0.0% | Held | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 282 | 0.0% | $5,151 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Assetmark, Inc | 55 | 新增 | $1,015 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 20 | 0.0% | $369 | 0.0% | Held | 2 | 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
| Bank Of America Corp /De/ | $490,881 | 0.0% |
| Assetmark, Inc | $1,015 | 0.0% |
已清仓
| Corient Private Wealth LP | $31.01M | 曾为 0.0% |
| Two Sigma Investments | $915,975 | 曾为 0.0% |
| Envestnet Asset Management Inc | $171,487 | 曾为 0.0% |
| Raymond James Financial Inc | $169,588 | 曾为 0.0% |
| UBS Group AG | $6,866 | 曾为 0.0% |
| Jones Financial Companies Lllp | $3,046 | 曾为 0.0% |
| Group One Trading Llc | $733 | 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): 77 持有人, 1.66M 股份, $82.97M 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