证券记录 · 已归档季度
PSI
名称等待档案录入
41被追踪持有人
+1Δ持有人
3.26M持有股份
$307.66M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +2.5% ·
股份流向 -0.9% ·
净新建仓位 +2.4%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | HighTower Advisors, LLC | 491.79K | -9.5% | $46.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 443.39K | -14.2% | $41.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 409.60K | +0.5% | $38.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 269.95K | -5.5% | $25.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 204.27K | +4.2% | $19.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 185.68K | +2.4% | $17.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 142.35K | -19.6% | $13.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 140.43K | +5.6% | $13.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 112.02K | -3.6% | $10.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 101.37K | -2.0% | $9.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 90.00K | +123.6% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 83.10K | -2.3% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 69.75K | -8.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 65.79K | +5.0% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 52.48K | 新增 | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 51.86K | -0.1% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 45.55K | -7.3% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 45.08K | +36.5% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 44.05K | +0.1% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 43.91K | -4.5% | $4.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 38.09K | +0.6% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 31.75K | +33.5% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 18.16K | +597.1% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 11.34K | +181.7% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 10.89K | +7.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Mariner, LLC | 9.69K | -3.0% | $914,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 9.66K | 0.0% | $912,088 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Creative Planning | 6.10K | -1.4% | $576,102 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 5.56K | 0.0% | $524,382 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 4.66K | +55.3% | $439,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 4.56K | 新增 | $430,373 | 0.0% | New | 1 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 4.32K | 0.0% | $408,005 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 3.74K | +29.4% | $331,242 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Fidelity (FMR) ✦ | 2.71K | -21.0% | $255,356 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | First Trust Advisors Lp | 2.60K | 0.0% | $244,916 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.83K | -60.7% | $172,632 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 1.30K | -34.6% | $123,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 768 | -38.6% | $72,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 274 | 新增 | $25,860 | 0.0% | New | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 229 | 0.0% | $21,613 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 11 | 新增 | $1,038 | 0.0% | New | 1 | 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
| Goldman Sachs Group | $4.95M | 0.0% |
| BlackRock | $430,373 | 0.0% |
| Fifth Third Bancorp | $25,860 | 0.0% |
| Russell Investments Group… | $1,038 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $326,356 | 曾为 0.0% |
| Jane Street Group, Llc | $210,162 | 曾为 0.0% |
| Blair William & Co/Il | $631 | 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): 179 持有人, 4.61M 股份, $424.28M 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