证券记录 · 已归档季度
MFM
名称等待档案录入
24被追踪持有人
-3Δ持有人
5.25M持有股份
$28.31M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 +0.3% ·
净新建仓位 -12.5%
· 公式
集中增持：持股数量上升，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 51.08K | $251,810 | +1 | n/a |
| Q2 2026 | 35 | +12 | 8.23M | $46.24M | +13 | −2 |
| Q1 2026 | 24 | -3 | 5.25M | $28.31M | +1 | −4 |
| Q4 2025 | 27 | +1 | 5.24M | $28.45M | +1 | n/a |
| Q3 2025 | 1 | -1 | 174.24K | $939,154 | n/a | −1 |
| Q2 2025 | 1 | 0 | 53.12K | $274,630 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.47K | $66,107 | n/a | n/a |
| Q4 2024 | 1 | +1 | 19.84K | $106,160 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.61M | +1.1% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 1.27M | +9.4% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 454.33K | -4.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 261.02K | +8.4% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 209.29K | -0.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 194.88K | +9.7% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 172.46K | +270.1% | $929,555 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank of New York Mellon Corp | 163.99K | +0.4% | $883,884 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Rockefeller Capital Management L.P. | 130.24K | -15.7% | $701,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 128.21K | +23.3% | $691,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 116.07K | -6.7% | $625,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 110.58K | -56.6% | $596,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 100.89K | +10.1% | $543,779 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 100.35K | +0.1% | $540,866 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 43.86K | 0.0% | $236,422 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 40.52K | -13.5% | $218,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 34.30K | +22.4% | $184,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 24.52K | +3.6% | $132,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 21.52K | -22.1% | $115,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 20.51K | -50.0% | $110,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 20.02K | -38.3% | $107,892 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 11.96K | -1.3% | $64,491 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 10.81K | 新增 | $58,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.08K | 0.0% | $11,211 | 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
| Hrt Financial Lp | $58,000 | 0.0% |
已清仓
| Jane Street Group, Llc | $211,042 | 曾为 0.0% |
| Nomura Holdings Inc | $92,647 | 曾为 0.0% |
| Citadel Advisors | $84,849 | 曾为 0.0% |
| Balyasny Asset Management L.P. | $61,359 | 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): 84 持有人, 17.99M 股份, $92.63M 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。
公开市场买入 (P)
Sep 30
Baird Gordon A
Director · 300 股 @ 4.89 · $1,466
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 01
SC 13G/A: JPMorgan Chase Bank, N.A.
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