证券记录 · 已归档季度
MIY
名称等待档案录入
18被追踪持有人
-4Δ持有人
1.70M持有股份
$20.16M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -18.2% ·
股份流向 -12.2% ·
净新建仓位 -20.0%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 408.28K | -2.0% | $4.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 311.25K | -0.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 182.24K | +5.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 165.91K | +11.9% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 159.87K | -0.3% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 158.36K | -1.7% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 93.94K | -11.0% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 58.02K | +0.2% | $689,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 34.44K | -21.1% | $409,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.55K | +135.4% | $374,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 28.91K | -0.1% | $343,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 22.10K | 0.0% | $262,548 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 19.04K | 0.0% | $226,136 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 14.56K | +1.3% | $172,949 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Fifth Third Bancorp | 5.13K | 新增 | $60,969 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 2.05K | 0.0% | $24,354 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cwm, Llc | 1.12K | 0.0% | $13,270 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Citigroup Inc | 2 | 0.0% | $24 | 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
| Fifth Third Bancorp | $60,969 | 0.0% |
已清仓
| Allspring Global Investments… | $1.62M | 曾为 0.0% |
| Citadel Advisors | $966,002 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $224,023 | 曾为 0.0% |
| Susquehanna International… | $164,137 | 曾为 0.0% |
| Assetmark, Inc | $8,218 | 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): 50 持有人, 4.34M 股份, $50.65M 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