证券记录 · 已归档季度
MUST
名称等待档案录入
27被追踪持有人
+3Δ持有人
17.24M持有股份
$358.51M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 -3.4% ·
净新建仓位 +11.1%
— 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 | 27 | +3 | 17.24M | $358.51M | +4 | −1 |
| Q1 2026 | 24 | +2 | 17.84M | $365.91M | +3 | −1 |
| Q4 2025 | 22 | -2 | 14.90M | $307.02M | — | −2 |
| Q3 2025 | 5 | +1 | 3.84M | $78.90M | +1 | — |
| Q2 2025 | 1 | — | 683 | $13,749 | — | — |
| Q4 2024 | 1 | +1 | 79.74K | $1.62M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.84M | -1.2% | $121.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.84M | -1.2% | $121.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 3.87M | -6.0% | $80.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 2.94M | -12.5% | $61.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 2.94M | -12.5% | $61.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 2.94M | -12.5% | $61.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.49M | +4.8% | $31.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.49M | +4.8% | $31.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.04M | +1.3% | $21.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.04M | +1.3% | $21.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 290.66K | +2.9% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 290.66K | +2.9% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 285.07K | +0.1% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 246.43K | +1.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 246.43K | +1.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 246.43K | +1.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 242.08K | +9.5% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 242.08K | +9.5% | $5.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 195.46K | +7.7% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 195.46K | +7.7% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 152.92K | +7.0% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 125.86K | -1.1% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 87.71K | -8.1% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 74.79K | 新增 | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 71.61K | 新增 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 66.24K | -66.8% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 58.49K | -2.2% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 33.67K | -24.7% | $700,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 23.28K | +2.3% | $484,307 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 19.01K | +66.0% | $395,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 15.56K | +39.2% | $323,648 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 14.67K | -59.2% | $305,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 14.02K | 新增 | $291,678 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 12.55K | +13.0% | $261,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 10.12K | +2983.8% | $210,392 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 9.73K | +189.8% | $202,319 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 512 | 新增 | $10,581 | 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
| Goldman Sachs Group | $1.56M | 0.0% |
| Mariner, LLC | $1.49M | 0.0% |
| Stifel Financial Corp | $291,678 | 0.0% |
| Jones Financial Companies Lllp | $10,581 | 0.0% |
已清仓
| Citadel Advisors | $509,858 | 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): 85 持有人, 21.60M 股份, $441.23M 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