证券记录
PSI
名称等待档案录入
41被追踪持有人
+2Δ持有人
2.89M持有股份
$541.39M报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +5.1% ·
股份流向 +4.8% ·
净新建仓位 +2.4%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 491.42K | +20.0% | $92.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 427.46K | -3.6% | $80.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 227.09K | -15.9% | $42.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 180.09K | -11.8% | $33.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 147.33K | +31.5% | $27.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 121.79K | +219.8% | $22.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Captrust Financial Advisors | 118.25K | -16.9% | $22.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 111.30K | 新增 | $20.90M | 0.0% | New | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 104.30K | +2.9% | $19.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 102.30K | -27.2% | $19.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 95.36K | -48.6% | $17.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 83.88K | +164.2% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 81.06K | +16.2% | $15.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 76.03K | +15.6% | $14.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 75.44K | -9.2% | $14.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 69.31K | +57.4% | $13.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 72.12K | +60.0% | $12.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 51.61K | -0.5% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 46.12K | +1.2% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Truist Financial Corp | 44.41K | +1.1% | $8.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 39.95K | 新增 | $7.50M | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 34.12K | +1765.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Quantinno Capital Management LP | 15.53K | +233.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 12.71K | +16.7% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | Mariner, LLC | 12.17K | +25.5% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 9.25K | 新增 | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 7.24K | +18.6% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 5.96K | +7.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 4.56K | 0.0% | $856,459 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Neuberger Berman Group LLC | 4.32K | 0.0% | $811,946 | 0.0% | Held | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 3.89K | +3.9% | $692,276 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | Susquehanna International Group, Llp | 3.42K | -81.2% | $641,781 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.96K | +9.2% | $554,998 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | First Trust Advisors Lp | 2.60K | 0.0% | $487,392 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.27K | -2.5% | $238,647 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Northern Trust Corp | 1.24K | 新增 | $232,146 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 1.30K | 新增 | $206,927 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 891 | +16.0% | $167,348 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 259 | -5.5% | $48,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 229 | 0.0% | $43,011 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 1 | -90.9% | $188 | 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
| Two Sigma Investments | $20.90M | 0.0% |
| D. E. Shaw & Co. | $7.50M | 0.0% |
| Qube Research & Technologies… | $1.74M | 0.0% |
| Northern Trust Corp | $232,146 | 0.0% |
| Wealth Enhancement Advisory… | $206,927 | 0.0% |
已清仓
| HighTower Advisors, LLC | $46.42M | 曾为 0.0% |
| Bnp Paribas Financial Markets | $8.49M | 曾为 0.0% |
| Goldman Sachs Group | $4.95M | 曾为 0.0% |
| Citadel Advisors | $1.07M | 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
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