证券记录 · 已归档季度
NGEN
名称等待档案录入
22被追踪持有人
+22Δ持有人
1.03M持有股份
$3.91M报告持仓市值
+22新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 n/a ·
股份流向 n/a ·
净新建仓位 +20.0%
· 公式
广泛增持:持股数量上升,持有人数量增加
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 200.66K | 新增 | $756,473 | 0.0% | New | 1 | SEC ↗ ×3 |
| 2 | Marshall Wace ✦ | 200.36K | 新增 | $755,355 | 0.0% | New | 1 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 171.96K | 新增 | $648,000 | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of Montreal /Can/ | 62.90K | 新增 | $237,133 | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 62.37K | 新增 | $235,124 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 61.52K | 新增 | $231,919 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 39.99K | 新增 | $150,765 | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 33.35K | 新增 | $125,730 | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 31.40K | 新增 | $118,378 | 0.0% | New | 1 | SEC ↗ |
| 10 | TD Waterhouse Canada Inc. | 23.80K | 新增 | $102,848 | 0.0% | New | 1 | SEC ↗ |
| 11 | Hrt Financial Lp | 21.37K | 新增 | $80,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.46K | 新增 | $78,618 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 20.00K | 新增 | $75,400 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 17.88K | 新增 | $67,389 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 15.50K | 新增 | $59,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 13.40K | 新增 | $50,518 | 0.0% | New | 1 | SEC ↗ |
| 17 | Creative Planning | 12.94K | 新增 | $48,772 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 11.98K | 新增 | $45,172 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cibc World Market Inc. | 10.56K | 新增 | $39,811 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 1.00K | 新增 | $3,660 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 833 | 新增 | $3,135 | 0.0% | New | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 27 | 新增 | $101 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Bank Of America Corp /De/ | $756,473 | 0.0% |
| Marshall Wace | $755,355 | 0.0% |
| Royal Bank Of Canada | $648,000 | 0.0% |
| Bank Of Montreal /Can/ | $237,133 | 0.0% |
| Captrust Financial Advisors | $235,124 | 0.0% |
| UBS Group AG | $231,919 | 0.0% |
| Osaic Holdings, Inc. | $150,765 | 0.0% |
| Commonwealth Equity Services… | $125,730 | 0.0% |
| Cetera Investment Advisers | $118,378 | 0.0% |
| TD Waterhouse Canada Inc. | $102,848 | 0.0% |
| Hrt Financial Lp | $80,000 | 0.0% |
| JPMorgan Chase | $78,618 | 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): 43 持有人, 1.67M 股份, $6.17M 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
持有该证券的受追踪机构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