证券记录 · 已归档季度
NBB
名称等待档案录入
25被追踪持有人
+2Δ持有人
6.39M持有股份
$100.10M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 +3.7% ·
净新建仓位 +8.0%
— 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 | 27 | +2 | 6.62M | $104.46M | +3 | −1 |
| Q1 2026 | 25 | +2 | 6.39M | $100.10M | +2 | — |
| Q4 2025 | 23 | 0 | 6.16M | $97.38M | — | — |
| Q3 2025 | 1 | — | 2.02M | $32.79M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.23M | +8.4% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.23M | +8.4% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.23M | +8.4% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.30M | +6.3% | $20.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.30M | +6.3% | $20.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.30M | +6.3% | $20.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 678.85K | +6.3% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 678.85K | +6.3% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 553.75K | +3.1% | $8.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 364.61K | -2.2% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 364.61K | -2.2% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 282.43K | -2.6% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 222.96K | +41.0% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 156.95K | +1.7% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 138.02K | -55.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 138.02K | -55.0% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | First Trust Advisors Lp | 71.42K | +10.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 64.66K | -5.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Truist Financial Corp | 64.66K | -5.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 52.18K | +0.1% | $817,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 46.83K | +6.7% | $733,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 41.57K | -2.1% | $650,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 41.39K | +69.1% | $648,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 41.39K | +69.1% | $648,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 33.69K | 0.0% | $530,837 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 25.77K | +38.8% | $403,605 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 21.84K | -5.3% | $342,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 19.82K | +43.9% | $310,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 19.24K | -2.5% | $301,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 11.70K | 0.0% | $183,222 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.23K | 新增 | $81,871 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4.91K | +0.1% | $76,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 3.57K | -25.1% | $55,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 633 | 新增 | $9,613 | 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
| Fifth Third Bancorp | $81,871 | 0.0% |
| Jones Financial Companies Lllp | $9,613 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 79 持有人, 13.03M 股份, $143.65M 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