证券记录 · 已归档季度
QDEF
名称等待档案录入
30被追踪持有人
+1Δ持有人
4.20M持有股份
$365.46M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.4% ·
股份流向 +0.1% ·
净新建仓位 +3.3%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | +1 | 4.20M | $365.46M | +1 | — |
| Q1 2026 | 29 | 0 | 4.19M | $334.76M | — | — |
| Q4 2025 | 29 | -1 | 4.14M | $335.16M | — | −1 |
| Q3 2025 | 5 | 0 | 131.48K | $10.52M | — | — |
| Q2 2025 | 2 | -1 | 9.07K | $671,631 | — | −1 |
| Q1 2025 | 2 | +1 | 27.06K | $1.89M | +1 | — |
| Q4 2024 | 1 | 0 | 8.73K | $613,260 | — | — |
| Q3 2024 | 1 | 0 | 20.18K | $1.44M | — | — |
| Q2 2024 | 1 | — | 7.67K | $502,740 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 3.43M | +0.5% | $298.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Northern Trust Corp | 3.43M | +0.5% | $298.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 188.28K | +4.1% | $16.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 101.60K | +47.4% | $8.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 89.02K | -2.6% | $7.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 89.02K | -2.6% | $7.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 80.47K | -11.5% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 80.47K | -11.5% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 40.95K | +112.6% | $3.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 30.54K | +81.6% | $2.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Creative Planning | 30.00K | 0.0% | $2.61M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 25.21K | +7.0% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 23.49K | -0.7% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 23.49K | -0.7% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 19.24K | +0.6% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Blair William & Co/Il | 18.22K | +0.3% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 15.86K | -2.4% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 13.42K | -0.6% | $1.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Citigroup Inc | 12.57K | -8.3% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 12.44K | +217.4% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 11.43K | +26.1% | $978,025 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.40K | +0.7% | $730,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 7.63K | -4.7% | $664,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 7.53K | +2.8% | $654,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 7.44K | -23.0% | $647,554 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 7.33K | -4.9% | $638,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 5.16K | -12.9% | $449,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 5.16K | -12.9% | $449,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 4.33K | -24.7% | $376,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 2.04K | 0.0% | $177,873 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 1.70K | 0.0% | $147,936 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.70K | 0.0% | $147,936 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.05K | 0.0% | $91,286 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 518 | -99.4% | $45,077 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 300 | +29900.0% | $26,111 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 251 | 新增 | $21,842 | 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
| BlackRock | $21,842 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 88 持有人, 4.79M 股份, $380.20M 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