证券记录
NBB
名称等待档案录入
27被追踪持有人
+2Δ持有人
6.62M持有股份
$104.46M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +3.6% ·
净新建仓位 +7.4%
— 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 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 | +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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.34M | +4.9% | $36.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.34M | +4.9% | $36.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.34M | +4.9% | $36.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.30M | +0.1% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.30M | +0.1% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.30M | +0.1% | $20.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 760.23K | +12.0% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 760.23K | +12.0% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 760.23K | +12.0% | $12.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 555.54K | +0.3% | $8.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 356.69K | -2.2% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 356.69K | -2.2% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 255.23K | -9.6% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 239.19K | +7.3% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 155.13K | -1.2% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 145.72K | +5.6% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 145.72K | +5.6% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 77.16K | +8.1% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 65.00K | +0.5% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 65.00K | +0.5% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 55.12K | +5.7% | $869,864 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 48.68K | +3.9% | $768,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 41.54K | -0.1% | $655,430 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 38.50K | -7.0% | $608,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 38.50K | -7.0% | $608,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 33.69K | 0.0% | $534,880 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 26.23K | +1.8% | $413,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 24.92K | +407.3% | $393,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 22.85K | +4.6% | $360,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 17.28K | -10.2% | $272,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 16.45K | 新增 | $259,000 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 13.93K | 新增 | $219,815 | 0.0% | New | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 13.93K | 新增 | $219,815 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 11.70K | 0.0% | $184,626 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 10.15K | -48.8% | $160,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 4.72K | -9.8% | $74,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.57K | 0.0% | $56,382 | 0.0% | Held | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 0 | 新增 | $12 | 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
| Hrt Financial Lp | $259,000 | 0.0% |
| Jane Street Group, Llc | $219,815 | 0.0% |
| Jane Street Group, Llc | $219,815 | 0.0% |
| JPMorgan Chase | $12 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $9,613 | 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): 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: Q2 2026 ·
方法论 ·
通过API获取此数据