证券记录
NUMV
名称等待档案录入
34被追踪持有人
-2Δ持有人
4.69M持有股份
$203.95M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 -5.6% ·
股份流向 -5.9% ·
净新建仓位 -5.9%
— 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 | 34 | -2 | 4.69M | $203.95M | — | −2 |
| Q1 2026 | 37 | +4 | 4.99M | $193.33M | +4 | — |
| Q4 2025 | 33 | -1 | 5.41M | $211.61M | — | −1 |
| Q3 2025 | 4 | 0 | 1.51M | $58.51M | — | — |
| Q2 2025 | 2 | +1 | 14.82K | $534,226 | +1 | — |
| Q4 2024 | 1 | 0 | 6.54K | $227,553 | — | — |
| Q3 2024 | 1 | 0 | 5.51K | $202,878 | — | — |
| Q2 2024 | 1 | — | 20.21K | $667,569 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.05M | -26.1% | $45.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 624.04K | +6.1% | $27.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 563.77K | +0.5% | $24.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 563.77K | +0.5% | $24.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 563.77K | +0.5% | $24.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 388.22K | +0.2% | $16.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 388.22K | +0.2% | $16.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 284.15K | -0.6% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 284.15K | -0.6% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 284.15K | -0.6% | $12.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 266.02K | +0.5% | $11.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 199.47K | +4.9% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 199.47K | +4.9% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 199.47K | +4.9% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 199.47K | +4.9% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 188.21K | +12.7% | $8.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 187.47K | +4.0% | $8.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 184.44K | +4.1% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | LPL Financial LLC | 151.99K | -1.1% | $6.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 108.83K | -0.1% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 108.83K | -0.1% | $4.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 101.07K | +0.4% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 50.81K | +44.5% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 50.81K | +44.5% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 50.81K | +44.5% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 50.81K | +44.5% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 50.81K | +44.5% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Cetera Investment Advisers | 47.20K | +7.6% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 44.09K | +2.2% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 44.09K | +2.2% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mariner, LLC | 39.45K | -8.4% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 27.44K | -10.7% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 20.85K | +57.9% | $906,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 20.31K | +8.6% | $883,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 19.90K | +11.4% | $865,633 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 19.90K | +11.4% | $865,633 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 18.03K | +33.6% | $784,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 17.46K | +0.5% | $759,293 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 15.87K | -64.8% | $690,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Corient Private Wealth LP | 12.92K | 0.0% | $561,804 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 10.91K | +92.5% | $482,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 9.28K | +77.6% | $403,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 8.89K | +11.9% | $386,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Focus Partners Wealth | 8.25K | -0.6% | $358,923 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 7.90K | 0.0% | $343,571 | 0.0% | Held | 3 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 5.42K | -5.4% | $235,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | UBS AM, a distinct business unit of… | 2.22K | 0.0% | $96,548 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.42K | +10.0% | $61,944 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | Fifth Third Bancorp | 957 | -23.5% | $41,620 | 0.0% | ▼ Trim | 2 | 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
| Citadel Advisors | $501,684 | 曾为 0.0% |
| Citigroup Inc | $14,733 | 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): 131 持有人, 8.37M 股份, $321.14M 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