证券记录 · 已归档季度
MMU
名称等待档案录入
27被追踪持有人
-3Δ持有人
10.10M持有股份
$105.29M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 -10.0% ·
股份流向 +0.7% ·
净新建仓位 -11.1%
— 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 | 27 | -3 | 10.10M | $105.29M | +1 | −4 |
| Q1 2026 | 30 | 0 | 10.03M | $103.14M | +3 | −3 |
| Q4 2025 | 30 | 0 | 9.53M | $99.53M | — | — |
| Q3 2025 | 2 | 0 | 4.01M | $41.47M | — | — |
| Q2 2025 | 1 | +1 | 17.39K | $172,141 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.45M | +1.1% | $46.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.45M | +1.1% | $46.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.45M | +1.1% | $46.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.45M | +1.1% | $46.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.45M | +1.1% | $46.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.69M | +0.3% | $17.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.36M | +17.6% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.36M | +17.6% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.36M | +17.6% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 544.80K | 0.0% | $5.68M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 314.01K | -36.0% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 314.01K | -36.0% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 235.73K | +0.3% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 223.41K | 0.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 200.95K | +8.6% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 162.91K | -2.3% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 143.82K | -1.3% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 141.89K | +13.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 139.04K | -1.5% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 94.29K | -17.7% | $982,545 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 94.29K | -17.7% | $982,545 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 94.29K | -17.7% | $982,545 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Nuveen, LLC | 91.51K | 0.0% | $953,555 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 67.45K | +13.4% | $702,839 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 44.14K | -0.2% | $455,556 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 40.41K | +9.9% | $421,023 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 38.00K | +0.5% | $395,940 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 28.13K | +5.0% | $293,113 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 21.81K | +78.4% | $227,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mariner, LLC | 17.23K | -0.6% | $179,556 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 14.05K | 0.0% | $146,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 13.45K | 0.0% | $140,139 | 0.0% | Held | 3 | SEC ↗ |
| 33 | First Trust Advisors Lp | 13.33K | -21.1% | $138,898 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 10.70K | 0.0% | $111,525 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 6.00K | 0.0% | $62,520 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 17 | 新增 | $177 | 0.0% | New | 1 | 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
| Assetmark, Inc | $177 | 0.0% |
已清仓
| Jane Street Group, Llc | $180,877 | 曾为 0.0% |
| Focus Partners Wealth | $143,086 | 曾为 0.0% |
| BlackRock | $22,996 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $10,835 | 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): 109 持有人, 20.08M 股份, $198.67M 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