证券记录
NAC
名称等待档案录入
28被追踪持有人
-1Δ持有人
14.97M持有股份
$181.49M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.4% ·
股份流向 +5.7% ·
净新建仓位 -3.6%
— 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 | 28 | -1 | 14.97M | $181.49M | +1 | −2 |
| Q1 2026 | 30 | +4 | 14.17M | $165.07M | +5 | −1 |
| Q4 2025 | 25 | 0 | 13.47M | $159.04M | — | — |
| Q3 2025 | 1 | -1 | 3.76M | $43.25M | — | −1 |
| Q2 2025 | 1 | 0 | 17.65K | $197,195 | +1 | −1 |
| Q1 2025 | 1 | +1 | 61.03K | $685,966 | +1 | — |
| Q3 2024 | 1 | +1 | 51.23K | $609,113 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.93M | +15.6% | $84.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.93M | +15.6% | $84.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.06M | +13.9% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 1.24M | +1.1% | $14.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.15M | +23.3% | $13.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.15M | +23.3% | $13.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 906.26K | -8.9% | $10.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 612.00K | +4.8% | $7.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 475.88K | 0.0% | $5.77M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 261.69K | +8.3% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 261.69K | +8.3% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 219.11K | +21.7% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 219.11K | +21.7% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 171.67K | -4.5% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 161.51K | +353.7% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 138.03K | -2.6% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.11K | +12.8% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 77.99K | +0.3% | $945,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 75.68K | -11.0% | $917,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 59.63K | 0.0% | $722,668 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 59.63K | 0.0% | $722,668 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 52.74K | -77.0% | $639,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 52.74K | -77.0% | $639,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 51.89K | -90.2% | $628,898 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 50.47K | 0.0% | $611,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 49.95K | +2.4% | $605,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 35.02K | +1.6% | $424,501 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 18.13K | -67.9% | $219,708 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 16.09K | 0.0% | $195,011 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 16.05K | -51.5% | $194,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 10.83K | 0.0% | $131,229 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 10.46K | 新增 | $126,836 | 0.0% | New | 1 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 10.00K | 0.0% | $121,200 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.92K | -9.6% | $59,667 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 4.92K | -9.6% | $59,667 | 0.0% | ▼ Trim | 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
| Focus Partners Wealth | $126,836 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $308,597 | 曾为 0.0% |
| Fifth Third Bancorp | $548 | 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): 128 持有人, 24.08M 股份, $277.85M 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