证券记录
QLTY
名称等待档案录入
30被追踪持有人
+2Δ持有人
12.62M持有股份
$525.43M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +30.0% ·
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lazard Asset Management Llc | 2.89M | +11.1% | $120.18M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.55M | +283.4% | $105.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 2.48M | +12.9% | $103.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 969.94K | +4.1% | $40.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 632.61K | -15.2% | $26.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 484.90K | +4.2% | $20.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 462.95K | +4076.0% | $19.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | First Manhattan Co. Llc. | 431.23K | +32.0% | $17.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 299.66K | -7.6% | $12.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 296.02K | +8.8% | $12.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 221.64K | +8.9% | $9.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 12 | Bank Of America Corp /De/ | 175.92K | +241.7% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Corient Private Wealth LP | 162.84K | -20.3% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 126.38K | +51.9% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 100.01K | +706.4% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Grantham, Mayo, Van Otterloo & Co.… | 98.09K | +3.8% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 69.82K | +2.8% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 63.95K | -55.9% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cibc World Market Inc. | 33.23K | -5.2% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 27.77K | +72.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 13.89K | +19.5% | $578,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 8.05K | 0.0% | $335,252 | 0.0% | Held | 3 | SEC ↗ |
| 23 | UBS Group AG | 7.48K | -1.8% | $311,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 6.78K | -1.9% | $282,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 6.50K | 新增 | $270,488 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 3.05K | -68.2% | $126,941 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Assetmark, Inc | 1.79K | +655.7% | $74,541 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.27K | 0.0% | $53,000 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 29 | National Bank Of Canada /Fi/ | 566 | 0.0% | $23,557 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 480 | 新增 | $19,978 | 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
| D. E. Shaw & Co. | $270,488 | 0.0% |
| Fifth Third Bancorp | $19,978 | 0.0% |
已清仓
| HighTower Advisors, LLC | $6.70M | 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: Q2 2026 ·
方法论 ·
通过API获取此数据