证券记录
NVG
名称等待档案录入
41被追踪持有人
+3Δ持有人
14.05M持有股份
$179.79M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.9% ·
股份流向 -1.9% ·
净新建仓位 +7.3%
— 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 | 41 | +3 | 14.05M | $179.79M | +5 | −2 |
| Q1 2026 | 39 | -2 | 14.35M | $177.01M | +1 | −3 |
| Q4 2025 | 41 | 0 | 14.51M | $183.68M | — | — |
| Q3 2025 | 3 | -1 | 2.96M | $36.38M | — | −1 |
| Q2 2025 | 1 | +1 | 11.56K | $137,899 | +1 | — |
| Q4 2024 | 1 | 0 | 17.11K | $209,805 | +1 | −1 |
| Q3 2024 | 1 | +1 | 35.90K | $480,634 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.72M | -0.4% | $34.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.72M | -0.4% | $34.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.72M | -0.4% | $34.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.54M | +5.2% | $19.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.54M | +5.2% | $19.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.43M | -27.4% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.43M | -27.4% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.42M | +12.5% | $18.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.42M | +12.5% | $18.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.39M | +12.1% | $17.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.39M | +12.1% | $17.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.39M | +12.1% | $17.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 1.05M | -4.1% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 525.81K | +19.6% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 525.81K | +19.6% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Allianz Asset Management GmbH | 470.90K | 0.0% | $6.03M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 468.78K | +4.4% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 468.78K | +4.4% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 407.03K | +1.4% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 407.03K | +1.4% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 372.23K | -3.0% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 372.23K | -3.0% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 372.23K | -3.0% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 349.93K | -3.7% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 238.55K | +8.7% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 218.53K | -3.9% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Invesco Ltd. | 195.42K | +0.1% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 176.42K | +4.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 176.42K | +4.6% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 142.11K | -0.1% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 128.76K | +5.3% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 126.44K | +9.8% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 126.44K | +9.8% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Lido Advisors, LLC | 112.52K | -0.1% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 75.55K | +29.1% | $967,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 68.31K | -3.5% | $872,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 55.04K | 新增 | $704,512 | 0.0% | New | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 47.88K | -40.1% | $612,902 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 42.65K | -65.8% | $545,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Corient Private Wealth LP | 37.07K | -13.6% | $475,414 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 33.50K | -15.4% | $428,778 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 31.68K | -5.9% | $405,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 31.68K | -5.9% | $405,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 31.68K | -5.9% | $405,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 28.69K | 新增 | $367,232 | 0.0% | New | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 23.70K | +30.8% | $303,334 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Fifth Third Bancorp | 21.93K | -9.8% | $280,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 21.69K | +14.8% | $277,683 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 16.09K | -10.9% | $205,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 15.98K | +4.3% | $204,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 15.98K | +4.3% | $204,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Hrt Financial Lp | 14.11K | 新增 | $180,000 | 0.0% | New | 1 | SEC ↗ |
| 53 | Creative Planning | 11.86K | -91.9% | $151,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 10.04K | -5.9% | $128,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 10.04K | -5.9% | $128,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 4.41K | -73.7% | $56,384 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | BlackRock ✦ (被动) | 1.12K | 新增 | $14,285 | 0.0% | New | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 208 | 0.0% | $2,669 | 0.0% | Held | 4 | SEC ↗ |
| 59 | Assetmark, Inc | 150 | 新增 | $1,920 | 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
| CIBC Bancorp USA Inc. | $704,512 | 0.0% |
| Citadel Advisors | $367,232 | 0.0% |
| Hrt Financial Lp | $180,000 | 0.0% |
| BlackRock | $14,285 | 0.0% |
| Assetmark, Inc | $1,920 | 0.0% |
已清仓
| First Trust Advisors Lp | $200,707 | 曾为 0.0% |
| Financial Engines Advisors… | $138,047 | 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): 251 持有人, 31.87M 股份, $370.69M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 10
BRENNAN PAUL L
Other · 1.00K 股 · $12,450
Aug 10
BRENNAN PAUL L
Other · 2.00K 股 · $24,920
Aug 10
BRENNAN PAUL L
Other · 2.00K 股 · $24,880
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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