证券记录
NANR
名称等待档案录入
38被追踪持有人
-4Δ持有人
5.80M持有股份
$438.19M报告持仓市值
+3新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -9.5% ·
股份流向 -2.6% ·
净新建仓位 -10.5%
— 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 | 38 | -4 | 5.80M | $438.19M | +3 | −7 |
| Q1 2026 | 43 | +9 | 6.04M | $507.07M | +10 | −1 |
| Q4 2025 | 34 | +2 | 7.48M | $507.56M | +2 | — |
| Q3 2025 | 2 | 0 | 255.76K | $16.52M | — | — |
| Q2 2025 | 1 | -1 | 4.20K | $237,842 | — | −1 |
| Q1 2025 | 1 | +1 | 19.46K | $1.08M | +1 | — |
| Q3 2024 | 1 | 0 | 3.77K | $213,269 | +1 | −1 |
| Q2 2024 | 1 | — | 8.72K | $474,964 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 4.22M | -0.3% | $318.81M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 319.74K | -4.9% | $24.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 217.50K | -26.0% | $16.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 217.50K | -26.0% | $16.42M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 206.78K | +0.1% | $15.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Franklin Resources Inc | 173.12K | +0.7% | $13.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 125.83K | +9.0% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 125.83K | +9.0% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 125.83K | +9.0% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 75.08K | 新增 | $5.67M | 0.0% | New | 1 | SEC ↗ |
| 11 | Mariner, LLC | 74.55K | -15.6% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 66.72K | -3.4% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 63.92K | +18.9% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 38.74K | +1.7% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 37.77K | +15.1% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 26.80K | 新增 | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 26.61K | +19.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 26.61K | +19.1% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 26.43K | +259.1% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Deutsche Bank Ag\ | 16.30K | -3.9% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Deutsche Bank Ag\ | 16.30K | -3.9% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Deutsche Bank Ag\ | 16.30K | -3.9% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 12.70K | +61.8% | $959,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 12.70K | +61.8% | $959,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 12.19K | +3.1% | $927,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 7.94K | +39.9% | $599,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 7.94K | +39.9% | $599,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 7.94K | +39.9% | $599,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 7.05K | +15.9% | $532,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 7.05K | +15.9% | $532,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 6.70K | +0.8% | $505,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.04K | +21.5% | $456,310 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 5.77K | -4.0% | $435,544 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 4.76K | +20.3% | $359,336 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 4.64K | -8.6% | $350,320 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Focus Partners Wealth | 4.20K | +103.8% | $317,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 3.00K | -8.9% | $229,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.45K | +893.5% | $185,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.45K | +893.5% | $185,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.45K | +893.5% | $185,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 2.45K | +893.5% | $185,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 2.37K | 0.0% | $178,558 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 2.37K | 0.0% | $178,558 | 0.0% | Held | 3 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 2.19K | 0.0% | $165,043 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 1.96K | 0.0% | $147,603 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 310 | -37.4% | $23,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 270 | +86.2% | $20,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 163 | -25.2% | $12,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 163 | -25.2% | $12,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 156 | +225.0% | $11,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 138 | 0.0% | $10,419 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Blair William & Co/Il | 94 | -87.8% | $7,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Us Bancorp \De\ | 32 | 新增 | $2,416 | 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 | $5.67M | 0.0% |
| Two Sigma Investments | $2.02M | 0.0% |
| Us Bancorp \De\ | $2,416 | 0.0% |
已清仓
| Susquehanna International… | $12.42M | 曾为 0.0% |
| Citadel Advisors | $2.33M | 曾为 0.0% |
| Jane Street Group, Llc | $883,176 | 曾为 0.0% |
| Marshall Wace | $529,200 | 曾为 0.0% |
| Hrt Financial Lp | $359,000 | 曾为 0.0% |
| Wealthfront Advisers LLC | $204,787 | 曾为 0.0% |
| Simplex Trading, Llc | $8,316 | 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): 126 持有人, 7.82M 股份, $648.58M 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