证券记录
PTA
名称等待档案录入
23被追踪持有人
0Δ持有人
12.20M持有股份
$233.96M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.1% · 净新建仓位 0.0% — 公式
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 | Morgan Stanley ✦ | 4.15M | +7.2% | $79.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 3.53M | -4.5% | $67.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 2.55M | +6.9% | $48.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 675.81K | -6.0% | $12.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 359.65K | -17.1% | $6.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 202.97K | +0.8% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 155.67K | +6.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 143.45K | +213.3% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fifth Third Bancorp | 70.02K | -0.8% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 68.48K | +9.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 62.62K | +4.6% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 52.04K | -11.2% | $998,185 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Corient Private Wealth LP | 40.27K | -20.9% | $772,355 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 33.95K | +18.9% | $651,266 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 22.25K | +18.1% | $426,842 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 22.24K | 新增 | $426,487 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 20.11K | +5.5% | $385,721 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 16.29K | -52.8% | $312,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 10.72K | +1.2% | $205,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 7.39K | -3.2% | $141,788 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 3.54K | 新增 | $67,936 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 43 | 0.0% | $825 | 0.0% | Held | 3 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 5 | -97.6% | $91 | 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
| Jane Street Group, Llc | $426,487 | 0.0% |
| Northwestern Mutual Wealth… | $67,936 | 0.0% |
已清仓
| JPMorgan Chase | $453,500 | 曾为 0.0% |
| Jones Financial Companies Lllp | $911 | 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): 57 持有人, 12.99M 股份, $240.70M 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