证券记录 · 已归档季度
NUMG
名称等待档案录入
39被追踪持有人
+2Δ持有人
4.29M持有股份
$201.14M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.4% ·
股份流向 -7.6% ·
净新建仓位 +5.1%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 39 | +2 | 4.29M | $201.14M | +4 | −2 |
| Q1 2026 | 38 | -3 | 4.65M | $190.79M | +1 | −4 |
| Q4 2025 | 41 | +1 | 4.96M | $236.89M | +1 | — |
| Q3 2025 | 5 | +1 | 1.21M | $58.78M | +1 | — |
| Q2 2025 | 1 | — | 262 | $12,696 | — | — |
| Q4 2024 | 1 | 0 | 9.85K | $466,456 | — | — |
| Q3 2024 | 1 | 0 | 5.36K | $240,325 | — | — |
| Q2 2024 | 1 | — | 36.94K | $1.54M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 900.90K | -24.5% | $42.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 900.90K | -24.5% | $42.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 900.90K | -24.5% | $42.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Royal Bank Of Canada | 541.14K | +1.8% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 541.14K | +1.8% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 541.14K | +1.8% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 541.14K | +1.8% | $25.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 517.03K | +6.3% | $24.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 517.03K | +6.3% | $24.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 517.03K | +6.3% | $24.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 517.03K | +6.3% | $24.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 517.03K | +6.3% | $24.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 486.73K | -9.0% | $22.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 486.73K | -9.0% | $22.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 486.73K | -9.0% | $22.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 486.73K | -9.0% | $22.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 486.73K | -9.0% | $22.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 300.65K | +0.2% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 300.65K | +0.2% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 300.65K | +0.2% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 255.68K | 0.0% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 207.74K | -15.3% | $9.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 202.50K | +0.2% | $9.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 161.52K | +3.9% | $7.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 114.21K | +27.6% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 90.01K | -13.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 90.01K | -13.6% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 81.09K | +1.5% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Creative Planning | 77.86K | +0.5% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 61.86K | -1.1% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 42.57K | -0.2% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 36.37K | -22.8% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 36.37K | -22.8% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 36.37K | -22.8% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 29.32K | -2.8% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 28.88K | -36.2% | $1.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 25.77K | +169.3% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Lido Advisors, LLC | 18.38K | -5.0% | $862,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 14.92K | -0.8% | $700,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 12.96K | +14.9% | $608,787 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 12.96K | +14.9% | $608,787 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 12.96K | +14.9% | $608,787 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Truist Financial Corp | 9.48K | +1.0% | $445,381 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 9.22K | +7.0% | $432,856 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Corient Private Wealth LP | 8.85K | 0.0% | $415,503 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 8.70K | +12.1% | $409,495 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 7.91K | +1.9% | $371,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Focus Partners Wealth | 6.55K | -6.9% | $307,447 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mariner, LLC | 6.28K | 新增 | $295,108 | 0.0% | New | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 5.67K | 新增 | $266,075 | 0.0% | New | 1 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 4.68K | 新增 | $219,699 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 3.60K | -7.0% | $169,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 3.12K | -4.0% | $146,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 1.72K | 0.0% | $80,865 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 1.35K | 0.0% | $63,208 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Blair William & Co/Il | 913 | 0.0% | $42,874 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 801 | -50.3% | $37,594 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Assetmark, Inc | 31 | 0.0% | $1,456 | 0.0% | Held | 3 | SEC ↗ |
| 59 | BlackRock ✦ (被动) | 2 | 新增 | $80 | 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
| Mariner, LLC | $295,108 | 0.0% |
| Jane Street Group, Llc | $266,075 | 0.0% |
| Mml Investors Services, Llc | $219,699 | 0.0% |
| BlackRock | $80 | 0.0% |
已清仓
| Susquehanna International… | $1.60M | 曾为 0.0% |
| Citigroup Inc | $41 | 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): 133 持有人, 5.98M 股份, $242.87M 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