证券记录
PID
名称等待档案录入
36被追踪持有人
0Δ持有人
11.38M持有股份
$252.82M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.5% · 净新建仓位 -2.8% — 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 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 | Morgan Stanley ✦ | 3.24M | +1.7% | $71.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.58M | -1.8% | $35.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.25M | -2.4% | $27.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 921.75K | -1.4% | $20.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 913.84K | +0.6% | $20.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 809.38K | +12.8% | $18.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 293.71K | +5.0% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 279.41K | -5.4% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 265.19K | -1.4% | $5.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 251.79K | +5.0% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 238.79K | +8.6% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 233.37K | +0.9% | $5.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 177.34K | -0.2% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mariner, LLC | 115.91K | +2.1% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 111.63K | -0.1% | $2.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 16 | Creative Planning | 109.88K | 0.0% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 103.51K | -2.7% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 102.53K | -7.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Stifel Financial Corp | 87.68K | -0.7% | $1.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 62.06K | 0.0% | $1.38M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 61.49K | +1.0% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 46.21K | +1.4% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 24.92K | +4.4% | $553,195 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 16.24K | -1.7% | $360,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 15.65K | 新增 | $347,497 | 0.0% | New | 1 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 13.90K | +3.0% | $308,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 13.00K | -12.8% | $288,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 12.13K | -59.3% | $269,242 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 9.31K | +1.2% | $206,610 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 8.28K | 0.0% | $183,551 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 5.61K | +24.6% | $124,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Blair William & Co/Il | 4.56K | 0.0% | $101,232 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.88K | 0.0% | $63,825 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 34 | Us Bancorp \De\ | 2.13K | 0.0% | $47,264 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 1.79K | -7.1% | $39,848 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 12 | -94.1% | $266 | 0.0% | ▼ Trim | 3 | 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
| Susquehanna International… | $347,497 | 0.0% |
已清仓
| HighTower Advisors, LLC | $4.38M | 曾为 0.0% |
| Jane Street Group, Llc | $801,371 | 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): 156 持有人, 17.53M 股份, $381.93M 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