证券记录 · 已归档季度
PDO
名称等待档案录入
29被追踪持有人
0Δ持有人
20.25M持有股份
$261.85M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 +8.9% · 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.09M | -5.7% | $65.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | UBS Group AG | 3.57M | +1.2% | $46.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 2.37M | -1.1% | $30.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 2.35M | +7.0% | $30.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Cerity Partners LLC | 1.75M | 新增 | $22.57M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 983.37K | +5.8% | $12.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 840.79K | +5.1% | $10.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 657.56K | -6.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 656.53K | +0.9% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 566.99K | -3.2% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 365.73K | +19.3% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 220.77K | -1.4% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 195.58K | +15.4% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 175.43K | +73.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 69.00K | +47.9% | $892,144 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 63.53K | 新增 | $821,508 | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 47.15K | -85.3% | $609,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | First Trust Advisors Lp | 45.22K | -14.7% | $584,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 43.81K | -1.2% | $566,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 35.74K | +5.1% | $462,151 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 33.59K | +196.5% | $444,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 23.80K | 新增 | $307,676 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cwm, Llc | 23.24K | +76.3% | $300,441 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 22.52K | +7.8% | $291,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 18.25K | +14.5% | $235,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 12.55K | -39.5% | $162,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 10.72K | -0.4% | $138,617 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 28 | National Bank Of Canada /Fi/ | 8.03K | 0.0% | $105,081 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | TD Waterhouse Canada Inc. | 7.80K | 0.0% | $102,960 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Cerity Partners LLC | $22.57M | 0.0% |
| Susquehanna International… | $821,508 | 0.0% |
| Fifth Third Bancorp | $307,676 | 0.0% |
已清仓
| Assetmark, Inc | $26,241 | 曾为 0.0% |
| Pnc Financial Services Group… | $6,920 | 曾为 0.0% |
| Russell Investments Group… | $14 | 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): 134 持有人, 27.83M 股份, $337.02M 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
持有该证券的受追踪机构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