证券记录 · 已归档季度
PFFV
名称等待档案录入
20被追踪持有人
0Δ持有人
3.71M持有股份
$80.97M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 +8.4% · 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 ✦ | 2.29M | +5.5% | $50.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 261.72K | 0.0% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 195.18K | +84.8% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Gotham Asset Management ✦ | 145.59K | +85.0% | $3.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Creative Planning | 144.23K | -14.0% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 135.83K | +4.7% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Rockefeller Capital Management L.P. | 130.32K | +1.0% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 96.43K | +8.5% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 74.04K | +8.3% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 53.16K | +2487.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 38.07K | -11.9% | $831,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 29.94K | 新增 | $653,496 | 0.0% | New | 1 | SEC ↗ |
| 13 | First Manhattan Co. Llc. | 28.09K | 0.0% | $613,070 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 24.70K | -2.5% | $539,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 17.07K | 0.0% | $372,500 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 10.48K | -2.1% | $228,732 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Sei Investments Co | 10.32K | 新增 | $225,280 | 0.0% | New | 1 | SEC ↗ |
| 18 | Fifth Third Bancorp | 9.80K | 新增 | $214,005 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.08K | +0.3% | $155,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Cwm, Llc | 4.90K | 0.0% | $107,046 | 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
| Jane Street Group, Llc | $653,496 | 0.0% |
| Sei Investments Co | $225,280 | 0.0% |
| Fifth Third Bancorp | $214,005 | 0.0% |
已清仓
| Citadel Advisors | $835,761 | 曾为 0.0% |
| Hrt Financial Lp | $505,000 | 曾为 0.0% |
| Corient Private Wealth LP | $461,668 | 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): 63 持有人, 6.44M 股份, $120.58M 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