证券记录
PAI
名称等待档案录入
19被追踪持有人
+5Δ持有人
651.22K持有股份
$7.89M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 217.71K | +4.0% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 91.49K | +0.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 72.53K | +69.9% | $879,011 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 47.46K | +0.7% | $575,176 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 35.69K | 新增 | $432,545 | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 32.59K | 新增 | $394,985 | 0.0% | New | 1 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 31.00K | -1.5% | $375,723 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 20.33K | -11.2% | $246,353 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 19.79K | +73.2% | $239,818 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Hrt Financial Lp | 16.26K | 新增 | $197,000 | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.61K | +15.9% | $152,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 12.56K | 0.0% | $152,214 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Allspring Global Investments… | 12.24K | 新增 | $148,411 | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 11.46K | 新增 | $138,848 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 8.34K | 0.0% | $101,129 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 5.51K | -34.1% | $66,734 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Fifth Third Bancorp | 2.45K | 0.0% | $29,694 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.00K | 0.0% | $12,120 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 222 | +58.6% | $2,691 | 0.0% | ▲ Add | 3 | 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
| Cetera Investment Advisers | $432,545 | 0.0% |
| Envestnet Asset Management Inc | $394,985 | 0.0% |
| Hrt Financial Lp | $197,000 | 0.0% |
| Allspring Global Investments… | $148,411 | 0.0% |
| Citadel Advisors | $138,848 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 33 持有人, 3.24M 股份, $24.91M 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