证券记录 · 已归档季度
OPP
名称等待档案录入
20被追踪持有人
0Δ持有人
5.45M持有股份
$41.80M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +4.3% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 | 15 | -4 | 5.41M | $41.77M | — | −4 |
| Q1 2026 | 20 | 0 | 5.45M | $41.80M | +3 | −3 |
| Q4 2025 | 20 | 0 | 5.23M | $41.54M | — | — |
| Q3 2025 | 1 | — | 2.32M | $19.78M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.20M | +6.1% | $16.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.20M | +6.1% | $16.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.20M | +6.1% | $16.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.20M | +6.1% | $16.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.50M | +12.9% | $11.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.50M | +12.9% | $11.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.02M | -0.5% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 213.19K | -3.8% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 126.57K | -17.5% | $970,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 123.62K | -21.6% | $948,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 86.31K | -4.1% | $661,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Fifth Third Bancorp | 37.35K | 新增 | $286,498 | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 27.47K | -17.4% | $210,660 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 25.46K | -3.2% | $195,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 25.46K | -3.2% | $195,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 22.34K | -10.1% | $171,332 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 17.89K | 新增 | $137,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 13.51K | -54.5% | $103,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 12.22K | +0.4% | $93,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 12.02K | 新增 | $92,186 | 0.0% | New | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 8.52K | +6.5% | $65,356 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,350 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $38,350 | 0.0% | Held | 2 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 2.16K | 0.0% | $16,598 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Cwm, Llc | 384 | 0.0% | $2,945 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 4 | 0.0% | $31 | 0.0% | Held | 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
| Fifth Third Bancorp | $286,498 | 0.0% |
| Hrt Financial Lp | $137,000 | 0.0% |
| Citadel Advisors | $92,186 | 0.0% |
已清仓
| Jane Street Group, Llc | $184,273 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $87,520 | 曾为 0.0% |
| Bank Of America Corp /De/ | $24,392 | 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, 8.78M 股份, $61.49M 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: Q1 2026 ·
方法论 ·
通过API获取此数据