证券记录
RDIV
名称等待档案录入
35被追踪持有人
+3Δ持有人
4.67M持有股份
$271.45M报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +9.4% ·
股份流向 +0.9% ·
净新建仓位 +8.6%
— 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 | 35 | +3 | 4.67M | $271.45M | +6 | −3 |
| Q1 2026 | 33 | -1 | 4.63M | $257.91M | +2 | −3 |
| Q4 2025 | 33 | 0 | 4.45M | $231.47M | +1 | −1 |
| Q3 2025 | 5 | +1 | 1.20M | $62.63M | +1 | — |
| Q2 2025 | 1 | -1 | 2.15K | $102,623 | — | −1 |
| Q1 2025 | 1 | 0 | 5.54K | $270,463 | +1 | −1 |
| Q4 2024 | 1 | -1 | 4.65K | $224,363 | — | −1 |
| Q3 2024 | 2 | 0 | 18.08K | $902,927 | +1 | −1 |
| Q2 2024 | 2 | — | 17.23K | $771,904 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.08M | +3.5% | $62.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 813.58K | +8.5% | $47.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 515.47K | +0.5% | $29.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 469.27K | +17.5% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 469.27K | +17.5% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 254.86K | -25.9% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 180.34K | -16.4% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 170.82K | +5.1% | $9.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 135.01K | -0.3% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 110.88K | -1.0% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 100.96K | +19.7% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 102.97K | -9.4% | $5.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 99.19K | -0.6% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 95.58K | +4.5% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 96.35K | -0.7% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 78.14K | +21.0% | $4.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Cetera Investment Advisers | 74.35K | -10.8% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 59.99K | -2.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 46.98K | +2.6% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 37.34K | +2.9% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Truist Financial Corp | 32.50K | -0.1% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 22.53K | +21.8% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 17.26K | +0.5% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 17.04K | 新增 | $988,552 | 0.0% | New | 1 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 13.18K | -2.6% | $764,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 13.18K | -2.6% | $764,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 10.11K | -28.1% | $586,438 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 6.51K | +26.9% | $377,580 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 6.20K | -26.2% | $359,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Creative Planning | 4.96K | 0.0% | $287,740 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 4.87K | -5.6% | $282,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mariner, LLC | 3.99K | 新增 | $231,380 | 0.0% | New | 1 | SEC ↗ |
| 47 | D. E. Shaw & Co. ✦ | 3.97K | 新增 | $230,492 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.41K | -3.7% | $197,644 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Assetmark, Inc | 311 | 新增 | $18,038 | 0.0% | New | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 100 | 新增 | $5,800 | 0.0% | New | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 3 | 新增 | $174 | 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
| Citadel Advisors | $988,552 | 0.0% |
| Mariner, LLC | $231,380 | 0.0% |
| D. E. Shaw & Co. | $230,492 | 0.0% |
| Assetmark, Inc | $18,038 | 0.0% |
| Us Bancorp \De\ | $5,800 | 0.0% |
| Russell Investments Group… | $174 | 0.0% |
已清仓
| Two Sigma Investments | $2.50M | 曾为 0.0% |
| Jane Street Group, Llc | $289,710 | 曾为 0.0% |
| Citigroup Inc | $55,660 | 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): 125 持有人, 7.21M 股份, $395.85M 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