证券记录
PCEF
名称等待档案录入
32被追踪持有人
-1Δ持有人
14.68M持有股份
$298.12M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 +1.7% ·
净新建仓位 -6.2%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | Royal Bank Of Canada | 3.11M | +4.2% | $63.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.61M | +3.2% | $53.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 2.27M | +3.7% | $46.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.40M | -0.9% | $28.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 917.97K | -3.5% | $18.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 908.98K | -6.6% | $18.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 589.60K | +2.6% | $11.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 462.12K | -5.8% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 445.33K | -7.5% | $9.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 365.03K | +34.3% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 363.93K | -11.7% | $7.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 321.03K | +3.1% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 233.06K | +26.4% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mariner, LLC | 129.00K | +29.4% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 101.04K | +30.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 97.14K | -8.9% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 93.38K | -4.4% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 68.46K | +1.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 45.04K | +165.7% | $914,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 43.23K | +17.6% | $877,900 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Truist Financial Corp | 30.19K | -11.9% | $613,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 24.15K | +33.1% | $492,598 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Creative Planning | 19.43K | -36.9% | $394,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 18.42K | -13.1% | $374,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.21K | 0.0% | $207,264 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 26 | Us Bancorp \De\ | 2.70K | 0.0% | $54,837 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.54K | -5.9% | $51,661 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.55K | 新增 | $31,582 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 256 | 0.0% | $5,199 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 137 | 0.0% | $2,782 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 57 | 0.0% | $1,158 | 0.0% | Held | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 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
| Northwestern Mutual Wealth… | $31,582 | 0.0% |
已清仓
| HighTower Advisors, LLC | $1.65M | 曾为 0.0% |
| Susquehanna International… | $893,329 | 曾为 0.0% |
| Simplex Trading, Llc | $1,148 | 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): 121 持有人, 19.39M 股份, $359.70M 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