证券记录 · 已归档季度
NPFD
名称等待档案录入
20被追踪持有人
-2Δ持有人
4.04M持有股份
$76.03M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -9.1% ·
股份流向 -5.3% ·
净新建仓位 -10.0%
— 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 | 20 | -2 | 4.04M | $76.03M | — | −2 |
| Q1 2026 | 22 | +4 | 4.27M | $77.46M | +5 | −1 |
| Q4 2025 | 18 | 0 | 4.15M | $78.98M | — | — |
| Q3 2025 | 1 | — | 1.99M | $39.78M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.97M | -1.4% | $37.04M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Royal Bank Of Canada | 587.47K | -10.7% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 587.47K | -10.7% | $11.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 416.65K | +8.6% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 270.30K | -30.2% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 270.30K | -30.2% | $5.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 265.96K | +2.4% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 265.96K | +2.4% | $5.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 154.40K | -1.2% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | First Trust Advisors Lp | 127.21K | +4.3% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 67.22K | +4.1% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 47.56K | -22.4% | $895,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 42.37K | -31.3% | $797,422 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 23.36K | -13.0% | $439,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 18.88K | -8.3% | $355,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 18.03K | +417.4% | $339,275 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 18.03K | +417.4% | $339,275 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 15.05K | 0.0% | $285,672 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Millennium Management ✦ | 12.33K | -55.9% | $232,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Barclays Plc | 2.80K | 0.0% | $52,696 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 974 | -36.5% | $18,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 947 | 0.0% | $17,823 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 166 | -86.5% | $3,124 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 44 | 0.0% | $828 | 0.0% | Held | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Hrt Financial Lp | $285,000 | 曾为 0.0% |
| BlackRock | $8,984 | 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): 55 持有人, 7.77M 股份, $91.52M 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