证券记录 · 已归档季度
PFFD
名称等待档案录入
49被追踪持有人
0Δ持有人
30.13M持有股份
$554.30M报告持仓市值
+5新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.6% · 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 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 | 48 | 0 | 28.81M | $538.41M | +2 | −2 |
| Q1 2026 | 49 | 0 | 30.13M | $554.30M | +5 | −5 |
| Q4 2025 | 48 | +1 | 30.50M | $577.59M | +1 | — |
| Q3 2025 | 5 | -1 | 4.72M | $91.64M | +1 | −2 |
| Q2 2025 | 4 | +1 | 126.08K | $2.37M | +1 | — |
| Q1 2025 | 2 | +1 | 37.90K | $721,521 | +1 | — |
| Q4 2024 | 1 | -1 | 21.30K | $415,641 | — | −1 |
| Q3 2024 | 2 | 0 | 160.43K | $3.33M | — | — |
| Q2 2024 | 2 | — | 27.56K | $542,361 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.31M | -11.8% | $97.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.61M | -6.1% | $66.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.86M | -3.6% | $52.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.56M | -4.3% | $47.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 2.25M | +34.2% | $41.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Lido Advisors, LLC | 1.64M | +7.7% | $30.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 1.58M | +4298.8% | $29.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.25M | +17.1% | $23.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Sei Investments Co | 1.12M | +12.4% | $20.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 1.04M | +1.2% | $19.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 862.91K | -38.4% | $15.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 862.29K | +1.2% | $15.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 675.76K | -4.0% | $12.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 575.45K | -20.4% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 565.39K | +23.2% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 440.54K | +8.2% | $8.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 415.61K | -11.7% | $7.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 376.77K | -19.1% | $6.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 305.46K | -23.0% | $5.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 232.71K | -7.3% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 182.96K | +41.8% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 181.63K | 新增 | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 140.87K | +5.4% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 119.94K | +129.1% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. | 113.33K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 108.28K | -92.4% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 98.64K | -7.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 86.60K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 71.06K | -55.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 59.65K | -2.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mariner, LLC | 55.45K | -10.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 55.35K | -0.1% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Captrust Financial Advisors | 53.17K | +268.8% | $978,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 51.21K | +89.7% | $942,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | First Manhattan Co. Llc. | 30.96K | 新增 | $569,756 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 30.55K | 新增 | $562,194 | 0.0% | New | 1 | SEC ↗ |
| 58 | Gotham Asset Management ✦ | 25.55K | +2.9% | $470,120 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 59 | Focus Partners Wealth | 24.40K | -26.8% | $449,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 22.64K | 新增 | $416,521 | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 21.73K | 0.0% | $399,758 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 17.27K | -15.9% | $317,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Stifel Financial Corp | 14.94K | -23.8% | $274,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 12.56K | +21.8% | $231,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 5.25K | +92.2% | $96,600 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 3.19K | +64.8% | $58,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 2.00K | 新增 | $36,760 | 0.0% | New | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 612 | -13.3% | $11,263 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Simplex Trading, Llc | 499 | -3.5% | $9,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 95 | 0.0% | $1,745 | 0.0% | Held | 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
| Baird Financial Group, Inc. | $3.34M | 0.0% |
| First Manhattan Co. Llc. | $569,756 | 0.0% |
| Fifth Third Bancorp | $562,194 | 0.0% |
| Citadel Advisors | $416,521 | 0.0% |
| TD Waterhouse Canada Inc. | $36,760 | 0.0% |
已清仓
| Corient Private Wealth LP | $1.04M | 曾为 0.0% |
| Renaissance Technologies | $319,390 | 曾为 0.0% |
| Hrt Financial Lp | $220,000 | 曾为 0.0% |
| Us Bancorp \De\ | $137,892 | 曾为 0.0% |
| Citigroup Inc | $76 | 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): 278 持有人, 64.59M 股份, $1.15B 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