证券记录 · 已归档季度
QDEC
名称等待档案录入
17被追踪持有人
-2Δ持有人
2.24M持有股份
$70.55M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 -10.5% ·
股份流向 -3.0% ·
净新建仓位 -11.8%
— 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 Q1 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 | 19 | +3 | 2.14M | $76.38M | +4 | −1 |
| Q1 2026 | 17 | -2 | 2.24M | $70.55M | +2 | −4 |
| Q4 2025 | 19 | 0 | 2.31M | $75.18M | — | — |
| Q3 2025 | 3 | 0 | 27.54K | $856,836 | — | — |
| Q2 2025 | 1 | 0 | 76.56K | $2.25M | — | — |
| Q1 2025 | 1 | 0 | 58.72K | $1.54M | — | — |
| Q4 2024 | 1 | 0 | 18.59K | $511,941 | — | — |
| Q3 2024 | 1 | 0 | 24.31K | $648,321 | — | — |
| Q2 2024 | 1 | — | 18.96K | $493,977 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 477.55K | +3.1% | $15.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 387.51K | -5.3% | $12.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 387.51K | -5.3% | $12.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 367.29K | -1.1% | $11.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 360.91K | -9.0% | $11.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 360.91K | -9.0% | $11.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 203.05K | +1.7% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 132.03K | -8.5% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 117.67K | +47.3% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 82.59K | +113.2% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 36.05K | -6.7% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 30.78K | 新增 | $968,244 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mariner, LLC | 28.32K | -11.8% | $890,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.94K | -24.1% | $378,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 3.03K | 0.0% | $95,198 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Cwm, Llc | 2.23K | 0.0% | $70,313 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 1.44K | 0.0% | $45,397 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 150 | 0.0% | $4,719 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 65 | 新增 | $2,045 | 0.0% | New | 1 | 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
| Susquehanna International… | $968,244 | 0.0% |
| UBS Group AG | $2,045 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.28M | 曾为 0.0% |
| JPMorgan Chase | $956,805 | 曾为 0.0% |
| Citadel Advisors | $486,649 | 曾为 0.0% |
| Morgan Stanley | $2,830 | 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): 103 持有人, 5.67M 股份, $164.90M 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: Q1 2026 ·
方法论 ·
通过API获取此数据