证券记录
MUA
名称等待档案录入
30被追踪持有人
+2Δ持有人
4.64M持有股份
$51.13M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 -4.2% ·
净新建仓位 +6.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 30 | +2 | 4.64M | $51.13M | +4 | −2 |
| Q1 2026 | 29 | +2 | 4.85M | $51.47M | +4 | −2 |
| Q4 2025 | 27 | 0 | 4.04M | $43.34M | — | — |
| Q3 2025 | 1 | — | 268.63K | $2.98M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.38M | -3.9% | $15.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 516.22K | +4.8% | $5.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 516.22K | +4.8% | $5.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 461.27K | -3.9% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 321.28K | -2.3% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 321.28K | -2.3% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 300.68K | +7.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 300.68K | +7.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 299.46K | +6.3% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 299.46K | +6.3% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 251.59K | -47.8% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 177.97K | +12.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 177.97K | +12.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 168.73K | -1.9% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 161.04K | +28.9% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 161.04K | +28.9% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 133.27K | -13.9% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 133.27K | -13.9% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 82.17K | -4.8% | $904,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 70.28K | 0.0% | $773,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 70.13K | +13.1% | $772,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Invesco Ltd. | 42.07K | -2.2% | $463,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32.04K | +10.7% | $352,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 32.04K | +10.7% | $352,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 25.44K | 0.0% | $280,083 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Nuveen, LLC | 23.61K | 0.0% | $259,968 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 23.13K | -7.0% | $254,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 20.89K | -17.1% | $230,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 16.17K | 新增 | $178,010 | 0.0% | New | 1 | SEC ↗ |
| 30 | Nomura Holdings Inc | 16.00K | +60.0% | $176,160 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 15.88K | +1.0% | $174,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cerity Partners LLC | 12.16K | +1.5% | $133,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 12.16K | +1.5% | $133,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 10.86K | 新增 | $119,579 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 6.94K | -22.6% | $76,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 3.37K | 0.0% | $37,060 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 3.37K | 0.0% | $37,060 | 0.0% | Held | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.47K | 新增 | $27,016 | 0.0% | New | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 24 | 新增 | $264 | 0.0% | New | 1 | SEC ↗ |
| 40 | Citigroup Inc | 1 | 0.0% | $11 | 0.0% | Held | 3 | 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
| Citadel Advisors | $178,010 | 0.0% |
| Stifel Financial Corp | $119,579 | 0.0% |
| JPMorgan Chase | $27,016 | 0.0% |
| Assetmark, Inc | $264 | 0.0% |
已清仓
| Fisher Asset Management | $156,986 | 曾为 0.0% |
| Jones Financial Companies Lllp | $9 | 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): 98 持有人, 11.85M 股份, $116.22M 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