证券记录 · 已归档季度
PJUL
名称等待档案录入
28被追踪持有人
-5Δ持有人
7.91M持有股份
$375.80M报告持仓市值
+1新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -15.2% ·
股份流向 +5.7% ·
净新建仓位 -17.9%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | -5 | 7.91M | $375.80M | +1 | −6 |
| Q1 2026 | 34 | +2 | 7.73M | $356.43M | +4 | −2 |
| Q4 2025 | 32 | +1 | 8.63M | $400.95M | +1 | — |
| Q3 2025 | 2 | — | 1.45K | $66,165 | — | — |
| Q1 2025 | 2 | +1 | 20.82K | $836,716 | +1 | — |
| Q4 2024 | 1 | 0 | 14.60K | $601,206 | — | — |
| Q3 2024 | 1 | 0 | 14.60K | $591,128 | +1 | −1 |
| Q2 2024 | 1 | — | 9.03K | $350,660 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.37M | +6.8% | $155.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 637.86K | -8.9% | $31.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Blair William & Co/Il | 533.96K | -12.6% | $26.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 472.89K | +3.7% | $23.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 440.92K | +37.4% | $21.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 396.83K | +23.2% | $19.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 386.41K | -4.5% | $18.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 386.41K | -4.5% | $18.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 354.70K | +31.4% | $17.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 347.45K | +1.9% | $16.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 291.00K | +6.7% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 170.95K | +16.1% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 147.22K | +0.5% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 132.34K | +67.2% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Us Bancorp \De\ | 76.02K | +260.4% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 36.65K | 0.0% | $1.79M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 19.70K | +17.2% | $961,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 19.68K | -16.7% | $960,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Creative Planning | 18.34K | +0.1% | $895,395 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 12.62K | -71.8% | $616,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 11.57K | -5.2% | $564,732 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Neuberger Berman Group LLC | 10.16K | 0.0% | $495,812 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 8.45K | -49.7% | $412,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.54K | +161.2% | $270,485 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 946 | +62.3% | $46,174 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 551 | 0.0% | $26,894 | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 277 | 新增 | $13,520 | 0.0% | New | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 109 | -63.5% | $5,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 35 | 0.0% | $1,708 | 0.0% | Held | 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
| UBS Group AG | $13,520 | 0.0% |
已清仓
| Citadel Advisors | $691,259 | 曾为 0.0% |
| Corient Private Wealth LP | $426,164 | 曾为 0.0% |
| Hrt Financial Lp | $350,000 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $300,490 | 曾为 0.0% |
| AQR Capital Management | $222,023 | 曾为 0.0% |
| Barclays Plc | $27,581 | 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): 266 持有人, 16.82M 股份, $681.59M 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