证券记录
MOTI
名称等待档案录入
16被追踪持有人
-2Δ持有人
305.54K持有股份
$10.14M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 -30.0% ·
净新建仓位 -12.5%
— 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 | 16 | -2 | 305.54K | $10.14M | +3 | −5 |
| Q1 2026 | 18 | -2 | 2.24M | $76.55M | +3 | −5 |
| Q4 2025 | 20 | +2 | 2.23M | $81.92M | +2 | — |
| Q3 2025 | 2 | -2 | 299.01K | $11.08M | — | −2 |
| Q2 2025 | 2 | 0 | 12.32K | $427,096 | — | — |
| Q1 2025 | 1 | 0 | 9.43K | $313,683 | — | — |
| Q4 2024 | 1 | +1 | 72.69K | $2.20M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 72.47K | -57.8% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 45.51K | -84.9% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 33.78K | +129.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 32.63K | +35.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 24.26K | -1.9% | $806,546 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Hrt Financial Lp | 21.90K | 新增 | $728,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 20.66K | -41.6% | $686,675 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Royal Bank Of Canada | 12.54K | -93.3% | $417,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 10.88K | -96.9% | $361,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 10.88K | -96.9% | $361,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 8.22K | -54.4% | $273,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 8.22K | -54.4% | $273,402 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 7.67K | 新增 | $255,092 | 0.0% | New | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 7.64K | -1.2% | $254,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 4.84K | +483800.0% | $160,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.05K | -2.7% | $68,048 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 336 | 新增 | $11,172 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 171 | -96.6% | $5,686 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $728,000 | 0.0% |
| Goldman Sachs Group | $255,092 | 0.0% |
| BlackRock | $11,172 | 0.0% |
已清仓
| Envestnet Asset Management Inc | $34.57M | 曾为 0.0% |
| Stifel Financial Corp | $1.30M | 曾为 0.0% |
| Jane Street Group, Llc | $854,068 | 曾为 0.0% |
| Truist Financial Corp | $766,947 | 曾为 0.0% |
| Fidelity (FMR) | $18,715 | 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): 56 持有人, 3.81M 股份, $125.33M 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