证券记录 · 已归档季度
QLTY
名称等待档案录入
30被追踪持有人
-2Δ持有人
9.68M持有股份
$350.30M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 -6.2% ·
股份流向 +9.9% ·
净新建仓位 -6.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 2.60M | +3.9% | $94.01M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Focus Partners Wealth | 2.20M | +16.5% | $79.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 932.00K | +30.7% | $33.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Mml Investors Services, Llc | 746.19K | +7.0% | $27.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 664.23K | +9.6% | $24.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 465.14K | -38.8% | $17.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | First Manhattan Co. Llc. | 326.56K | +62.5% | $11.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 324.38K | +0.6% | $11.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 272.16K | +1760.9% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Corient Private Wealth LP | 204.29K | -38.7% | $7.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 203.55K | +9.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 185.26K | +50.6% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 145.09K | +5.4% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Grantham, Mayo, Van Otterloo & Co.… | 94.48K | +90.0% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 83.22K | +45.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 67.94K | -0.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 51.48K | 新增 | $1.86M | 0.0% | New | 1 | SEC ↗ ×2 |
| 18 | Cibc World Market Inc. | 35.03K | +0.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 16.11K | 新增 | $582,968 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 12.40K | +5.5% | $448,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 11.63K | +9.0% | $420,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 11.09K | +55.7% | $401,091 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.59K | +1901.7% | $346,894 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 8.05K | +46.5% | $291,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 7.61K | +0.9% | $275,366 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 6.91K | +2.7% | $249,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.27K | +174.5% | $45,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | National Bank Of Canada /Fi/ | 566 | 0.0% | $20,484 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 237 | -14.4% | $8,575 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 220 | -86.0% | $7,956 | 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
| Bank Of America Corp /De/ | $1.86M | 0.0% |
| Quantinno Capital Management… | $582,968 | 0.0% |
已清仓
| Jane Street Group, Llc | $987,653 | 曾为 0.0% |
| Lido Advisors, LLC | $768,888 | 曾为 0.0% |
| Susquehanna International… | $739,663 | 曾为 0.0% |
| Us Bancorp \De\ | $9,423 | 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): 149 持有人, 82.31M 股份, $2.97B 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