证券记录 · 已归档季度
PFFA
名称等待档案录入
36被追踪持有人
+6Δ持有人
7.44M持有股份
$151.52M报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 -8.2% ·
净新建仓位 +16.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 35 | 0 | 8.50M | $174.81M | +4 | −4 |
| Q1 2026 | 36 | +6 | 7.44M | $151.52M | +8 | −2 |
| Q4 2025 | 30 | -2 | 8.11M | $174.73M | — | −2 |
| Q3 2025 | 4 | -1 | 115.69K | $2.51M | — | −1 |
| Q2 2025 | 3 | -1 | 26.91K | $560,556 | — | −1 |
| Q1 2025 | 2 | -1 | 48.05K | $1.02M | — | −1 |
| Q4 2024 | 3 | +3 | 159.63K | $3.50M | +3 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.02M | -43.4% | $41.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 1.02M | 0.0% | $20.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 990.05K | +10.7% | $20.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 862.82K | +105.6% | $17.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 700.06K | -0.3% | $14.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 454.49K | +58.5% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 339.04K | +17.2% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 239.20K | +7.0% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 174.44K | -28.7% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 169.05K | +16.0% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 70.70K | 新增 | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 17 | Mariner, LLC | 66.29K | +47.4% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 57.97K | 新增 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 19 | Allspring Global Investments… | 47.40K | 0.0% | $965,064 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 42.20K | 新增 | $859,090 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32.97K | +31.0% | $671,357 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 26.47K | -65.1% | $538,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 22.42K | +39.1% | $456,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 20.21K | -34.8% | $416,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 13.62K | +0.7% | $277,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 11.00K | 0.0% | $223,960 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 10.52K | 新增 | $214,146 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 9.06K | +183.2% | $184,461 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 7.53K | +2599.6% | $153,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 6.47K | -21.5% | $131,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $103,000 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 4.11K | 新增 | $83,700 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 4.00K | 新增 | $81,440 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.85K | 0.0% | $57,843 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.36K | 新增 | $27,710 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 545 | -56.1% | $11,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 104 | 新增 | $2,117 | 0.0% | New | 1 | SEC ↗ |
| 44 | UBS Group AG | 101 | +10000.0% | $2,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 5 | -72.2% | $102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 1 | -75.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 1 | -99.8% | $19 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $1.44M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Susquehanna International… | $859,090 | 0.0% |
| Qube Research & Technologies… | $214,146 | 0.0% |
| Fifth Third Bancorp | $83,700 | 0.0% |
| Blair William & Co/Il | $81,440 | 0.0% |
| Pnc Financial Services Group… | $27,710 | 0.0% |
| Jones Financial Companies Lllp | $2,117 | 0.0% |
已清仓
| Creative Planning | $226,133 | 曾为 0.0% |
| Us Bancorp \De\ | $4,310 | 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): 194 持有人, 17.69M 股份, $334.18M 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