证券记录 · 已归档季度
MSIF
名称等待档案录入
32被追踪持有人
+2Δ持有人
4.79M持有股份
$58.34M报告持仓市值
+8新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 +6.7% ·
股份流向 +30.0% ·
净新建仓位 +6.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 36 | +5 | 5.17M | $59.79M | +6 | −1 |
| Q1 2026 | 32 | +2 | 4.79M | $58.34M | +8 | −6 |
| Q4 2025 | 30 | +4 | 3.31M | $43.53M | +4 | — |
| Q3 2025 | 4 | +1 | 688.81K | $9.04M | +2 | −1 |
| Q2 2025 | 2 | 0 | 411.98K | $6.77M | — | — |
| Q1 2025 | 1 | +1 | 313.58K | $5.17M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 1.13M | +232.1% | $13.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 796.75K | +79814.4% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 796.75K | +79814.4% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 796.75K | +79814.4% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Franklin Resources Inc | 627.13K | +50.1% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 454.59K | +65.6% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 311.56K | +86.9% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 178.43K | -46.1% | $2.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 148.64K | +59.0% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 148.64K | +59.0% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 126.08K | -72.1% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Barclays Plc | 110.41K | 新增 | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 100.44K | +57.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 89.32K | -74.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 89.32K | -74.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cwm, Llc | 89.08K | +66.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Qube Research & Technologies Ltd | 72.46K | +99.5% | $882,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 62.89K | 新增 | $765,976 | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 62.45K | +14.6% | $760,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 50.53K | +116.4% | $615,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 41.37K | +64.8% | $503,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 41.37K | +64.8% | $503,838 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 41.22K | +91.4% | $502,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 41.22K | +91.4% | $502,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 41.22K | +91.4% | $502,071 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 39.12K | +14.0% | $476,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 38.15K | +106.0% | $465,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 38.15K | +106.0% | $465,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 37.65K | 新增 | $458,564 | 0.0% | New | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 36.23K | 新增 | $441,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 30.62K | -38.2% | $373,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 30.62K | -38.2% | $373,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 26.38K | +20.5% | $321,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Squarepoint Ops LLC | 24.22K | 新增 | $295,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 17.26K | +66.0% | $210,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Lido Advisors, LLC | 13.00K | 新增 | $163,007 | 0.0% | New | 1 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 13.16K | 新增 | $161,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 12.42K | -8.8% | $151,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.40K | +20.8% | $29,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.40K | +20.8% | $29,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 861 | -53.2% | $10,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 861 | -53.2% | $10,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 185 | 新增 | $2,253 | 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
| Barclays Plc | $1.34M | 0.0% |
| Neuberger Berman Group LLC | $765,976 | 0.0% |
| Envestnet Asset Management Inc | $458,564 | 0.0% |
| Hrt Financial Lp | $441,000 | 0.0% |
| Squarepoint Ops LLC | $295,000 | 0.0% |
| Lido Advisors, LLC | $163,007 | 0.0% |
| T. Rowe Price | $161,000 | 0.0% |
| Northwestern Mutual Wealth… | $2,253 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.58M | 曾为 0.0% |
| Citadel Advisors | $1.95M | 曾为 0.0% |
| Bnp Paribas Financial Markets | $200,989 | 曾为 0.0% |
| D. E. Shaw & Co. | $163,448 | 曾为 0.0% |
| Fifth Third Bancorp | $8,029 | 曾为 0.0% |
| Bank Of America Corp /De/ | $4,914 | 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): 157 持有人, 12.91M 股份, $142.04M 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: Q1 2026 ·
方法论 ·
通过API获取此数据