证券记录 · 已归档季度
OBIL
名称等待档案录入
19被追踪持有人
+1Δ持有人
2.67M持有股份
$133.64M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 -5.8% ·
净新建仓位 +5.3%
— 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 | 19 | +1 | 2.67M | $133.64M | +2 | −1 |
| Q1 2026 | 18 | 0 | 2.84M | $142.22M | +1 | −1 |
| Q4 2025 | 18 | 0 | 2.61M | $130.85M | — | — |
| Q3 2025 | 3 | +1 | 157.85K | $7.94M | +1 | — |
| Q1 2025 | 1 | 0 | 4.56K | $229,085 | — | — |
| Q4 2024 | 1 | 0 | 7.92K | $396,575 | — | — |
| Q3 2024 | 1 | 0 | 4.88K | $245,545 | — | — |
| Q2 2024 | 1 | — | 11.90K | $593,207 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.17M | -8.9% | $58.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 356.85K | +18.9% | $17.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 267.58K | +5.1% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 267.58K | +5.1% | $13.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Stifel Financial Corp | 237.22K | -6.8% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 237.22K | -6.8% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 169.83K | +16.9% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 122.43K | -24.7% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 122.43K | -24.7% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 101.19K | -11.7% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 46.52K | -61.6% | $2.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Truist Financial Corp | 39.97K | -11.2% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 36.66K | -37.2% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 29.65K | +213.8% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 24.96K | -12.2% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 20.90K | +0.6% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 19.24K | +190.3% | $961,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 17.56K | -14.5% | $878,322 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 7.85K | 新增 | $392,354 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 807 | 新增 | $40,459 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 500 | 0.0% | $24,990 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 231 | 0.0% | $11,545 | 0.0% | Held | 4 | 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
| Citadel Advisors | $392,354 | 0.0% |
| Jones Financial Companies Lllp | $40,459 | 0.0% |
已清仓
| Mariner, LLC | $425,988 | 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): 63 持有人, 4.07M 股份, $203.17M 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
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