证券记录 · 已归档季度
POCT
名称等待档案录入
27被追踪持有人
-2Δ持有人
7.18M持有股份
$327.18M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -6.9% ·
股份流向 -19.9% ·
净新建仓位 -7.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 27 | -2 | 7.18M | $327.18M | +2 | −4 |
| Q1 2026 | 30 | +2 | 9.20M | $398.18M | +4 | −2 |
| Q4 2025 | 28 | +1 | 9.85M | $433.00M | +1 | — |
| Q3 2025 | 1 | -1 | 10.60K | $456,774 | — | −1 |
| Q2 2025 | 1 | -1 | 16.41K | $677,733 | — | −1 |
| Q1 2025 | 2 | +1 | 22.30K | $866,394 | +1 | — |
| Q4 2024 | 1 | 0 | 14.78K | $584,752 | — | — |
| Q3 2024 | 1 | 0 | 14.78K | $575,642 | +1 | −1 |
| Q2 2024 | 1 | — | 12.79K | $489,844 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.81M | -1.2% | $78.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 671.77K | -1.2% | $31.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 558.49K | -4.7% | $25.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 487.45K | -68.5% | $22.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 435.83K | -40.7% | $20.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 399.00K | -4.2% | $18.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 374.54K | -3.9% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 371.72K | -0.7% | $17.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Blair William & Co/Il | 366.56K | -1.3% | $17.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 239.53K | -2.7% | $11.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 224.78K | -14.8% | $10.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 191.41K | 0.0% | $8.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 189.40K | +52.5% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 184.21K | -3.5% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 176.08K | -18.5% | $8.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 140.40K | -2.2% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 108.84K | -77.1% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 101.75K | -4.6% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Hrt Financial Lp | 77.02K | 新增 | $3.57M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.94K | +145.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 15.00K | -3.8% | $696,011 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 11.56K | -5.1% | $536,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 4.19K | 0.0% | $193,960 | 0.0% | Held | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 4.19K | 0.0% | $193,960 | 0.0% | Held | 4 | SEC ↗ |
| 31 | Assetmark, Inc | 3.06K | 0.0% | $141,783 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 900 | 0.0% | $42,000 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 800 | 新增 | $37,128 | 0.0% | New | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 182 | -42.4% | $8,447 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $3.57M | 0.0% |
| Morgan Stanley | $37,128 | 0.0% |
已清仓
| Citadel Advisors | $357,253 | 曾为 0.0% |
| Mariner, LLC | $294,010 | 曾为 0.0% |
| Goldman Sachs Group | $211,584 | 曾为 0.0% |
| Barclays Plc | $193,564 | 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): 250 持有人, 18.84M 股份, $726.01M 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