证券记录 · 已归档季度
MIN
名称等待档案录入
23被追踪持有人
-2Δ持有人
14.81M持有股份
$37.18M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -8.0% ·
股份流向 -9.4% ·
净新建仓位 -8.7%
· 公式
广泛减持：持股数量下降，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | -3 | 17.05M | $42.11M | +1 | −5 |
| Q1 2026 | 23 | -2 | 14.81M | $37.18M | n/a | −2 |
| Q4 2025 | 25 | +1 | 16.36M | $42.69M | +1 | n/a |
| Q3 2025 | 1 | n/a | 1.05M | $2.81M | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.37K | $33,286 | n/a | n/a |
| Q4 2024 | 1 | 0 | 29.66K | $78,906 | n/a | n/a |
| Q3 2024 | 1 | 0 | 25.35K | $68,963 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.60K | $30,845 | 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 | Ameriprise Financial Inc | 4.22M | +6.5% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Allspring Global Investments… | 4.13M | 0.0% | $10.38M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.32M | +6.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.09M | +1.8% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 983.46K | -6.2% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 970.45K | -0.7% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 615.46K | +71.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 420.57K | -80.0% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 264.19K | +8.6% | $663,127 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 164.04K | +0.8% | $411,746 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 104.97K | -78.2% | $263,476 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 104.29K | -12.3% | $262,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 83.12K | +21.5% | $208,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 75.17K | +179.2% | $188,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 68.36K | +17.6% | $171,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 67.39K | +8.9% | $169,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 44.51K | -33.6% | $111,711 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 40.65K | -64.3% | $102,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 13.83K | 0.0% | $34,721 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 11.75K | 0.0% | $29,493 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.00K | -0.8% | $24,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 8.10K | +1.2% | $20,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cwm, Llc | 4.50K | 0.0% | $11,295 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Jones Financial Companies Lllp | $13,752 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $5,719 | 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): 85 持有人, 60.78M 股份, $76.12M 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