证券记录
PIE
名称等待档案录入
28被追踪持有人
+1Δ持有人
4.38M持有股份
$146.11M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 +30.0% ·
净新建仓位 +3.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 4.38M | $146.11M | +3 | −2 |
| Q1 2026 | 28 | +3 | 3.12M | $81.30M | +6 | −3 |
| Q4 2025 | 25 | 0 | 2.33M | $55.14M | +1 | −1 |
| Q3 2025 | 2 | +1 | 229.78K | $5.61M | +1 | — |
| Q1 2025 | 1 | 0 | 65.38K | $1.19M | — | — |
| Q4 2024 | 1 | 0 | 117.30K | $2.25M | — | — |
| Q3 2024 | 1 | 0 | 25.68K | $529,439 | — | — |
| Q2 2024 | 1 | — | 26.38K | $563,077 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.30M | +416.2% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.30M | +416.2% | $43.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.08M | +10.6% | $36.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.08M | +10.6% | $36.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 878.80K | -2.8% | $29.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 878.80K | -2.8% | $29.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 294.69K | +9.3% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 264.92K | +262.8% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 172.96K | +3.5% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 172.96K | +3.5% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 75.97K | +12.3% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 59.15K | -5.1% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 43.77K | -70.8% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 39.29K | +32.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | National Bank Of Canada /Fi/ | 21.09K | 0.0% | $702,885 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 18.68K | +59.2% | $604,077 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 17.78K | +7.6% | $593,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 17.60K | +219.4% | $587,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 17.32K | 新增 | $578,438 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 16.95K | -1.4% | $565,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 13.35K | +641.7% | $445,826 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 10.53K | -8.7% | $351,752 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 8.00K | +1.8% | $267,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 6.92K | +19.3% | $230,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 5.68K | -12.5% | $189,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 4.40K | +0.2% | $146,962 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 1.80K | 新增 | $60,111 | 0.0% | New | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 294 | -17.4% | $9,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 250 | 新增 | $8,349 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 239 | 0.0% | $7,836 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 200 | 0.0% | $6,679 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 106 | 0.0% | $3,540 | 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
| Susquehanna International… | $578,438 | 0.0% |
| Bank Of Montreal /Can/ | $60,111 | 0.0% |
| BlackRock | $8,349 | 0.0% |
已清仓
| Citadel Advisors | $719,469 | 曾为 0.0% |
| Goldman Sachs Group | $616,182 | 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): 62 持有人, 4.30M 股份, $109.87M 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