证券记录 · 已归档季度
OPPE
名称等待档案录入
19被追踪持有人
0Δ持有人
609.02K持有股份
$33.98M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -12.6% · 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 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 | 0 | 609.02K | $33.98M | +2 | −2 |
| Q1 2026 | 19 | +4 | 696.83K | $37.40M | +5 | −1 |
| Q4 2025 | 15 | -1 | 467.23K | $24.00M | — | −1 |
| Q3 2025 | 3 | +2 | 77.82K | $3.80M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 368.67K | +6.2% | $20.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Corient Private Wealth LP | 41.68K | +1.8% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 32.39K | +26.8% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 26.30K | 新增 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 25.70K | -45.6% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Quantinno Capital Management LP | 21.28K | -10.3% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 18.24K | +50.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 15.83K | -0.7% | $874,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 12.04K | -1.5% | $671,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 12.04K | -1.5% | $671,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 11.73K | +24.5% | $654,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 9.74K | -92.8% | $543,589 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 8.07K | +68.0% | $450,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 5.11K | +20.7% | $285,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.97K | +2.0% | $222,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.97K | +2.0% | $222,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.83K | 0.0% | $158,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.83K | 0.0% | $158,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.18K | +6.2% | $121,428 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.18K | +6.2% | $121,428 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Blair William & Co/Il | 2.00K | 0.0% | $111,620 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 856 | 0.0% | $47,773 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 400 | 新增 | $22,324 | 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
| Bank Of America Corp /De/ | $1.47M | 0.0% |
| Bank Of Montreal /Can/ | $22,324 | 0.0% |
已清仓
| Hrt Financial Lp | $217,000 | 曾为 0.0% |
| UBS AM, a distinct business… | $193,732 | 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): 53 持有人, 1.76M 股份, $94.34M 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