证券记录 · 已归档季度
REM
名称等待档案录入
37被追踪持有人
+1Δ持有人
6.22M持有股份
$137.06M报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +2.8% ·
股份流向 -4.9% ·
净新建仓位 +2.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 37 | +1 | 6.22M | $137.06M | +5 | −4 |
| Q1 2026 | 37 | +2 | 6.54M | $140.35M | +7 | −5 |
| Q4 2025 | 35 | 0 | 6.61M | $146.53M | +2 | −2 |
| Q3 2025 | 6 | +2 | 850.32K | $18.68M | +2 | — |
| Q2 2025 | 2 | -2 | 38.17K | $816,126 | — | −2 |
| Q1 2025 | 3 | +1 | 767.42K | $17.22M | +1 | — |
| Q4 2024 | 2 | -1 | 222.09K | $4.74M | — | −1 |
| Q3 2024 | 3 | 0 | 480.58K | $11.40M | +1 | −1 |
| Q2 2024 | 3 | — | 228.38K | $5.06M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.11M | +3.2% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.11M | +3.2% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.06M | +7.6% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.06M | +7.6% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.06M | +7.6% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.06M | +7.6% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.06M | +7.6% | $23.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 786.00K | -28.4% | $17.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 591.34K | +1.2% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 591.34K | +1.2% | $13.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 588.51K | -0.5% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 588.51K | -0.5% | $12.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 331.64K | -6.1% | $7.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 331.64K | -6.1% | $7.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 259.38K | -23.8% | $5.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 207.31K | +1.4% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 207.31K | +1.4% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 169.65K | +6.9% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 130.70K | +4.3% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 130.70K | +4.3% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 123.57K | +38.9% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 122.33K | +6.5% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 118.14K | -0.2% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 118.14K | -0.2% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 118.14K | -0.2% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 85.99K | -24.8% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 85.99K | -24.8% | $1.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 56.31K | 新增 | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 54.69K | 新增 | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 50.14K | +17.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Tidal Investments LLC | 45.92K | +7.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Man Group plc | 39.51K | 0.0% | $871,085 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Allspring Global Investments… | 34.20K | +11.8% | $754,110 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 28.73K | -21.6% | $633,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Wealthfront Advisers LLC | 24.83K | +6.2% | $547,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 24.76K | +1.0% | $546,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 24.23K | -61.3% | $534,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Sumitomo Mitsui Trust Group, Inc. | 23.39K | -7.3% | $515,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mariner, LLC | 22.85K | +20.5% | $503,876 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 19.95K | -58.8% | $439,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 19.95K | -58.8% | $439,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Citigroup Inc | 19.20K | +3.5% | $423,239 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 17.98K | -33.4% | $396,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 13.39K | 0.0% | $295,337 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 8.26K | -2.2% | $182,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 7.68K | 新增 | $169,321 | 0.0% | New | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 7.03K | +0.7% | $154,901 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 1.95K | +230.1% | $43,020 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.50K | -2.3% | $33,052 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Blair William & Co/Il | 336 | 新增 | $7,409 | 0.0% | New | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 71 | 新增 | $1,566 | 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. | $1.24M | 0.0% |
| Jane Street Group, Llc | $1.21M | 0.0% |
| Simplex Trading, Llc | $169,321 | 0.0% |
| Blair William & Co/Il | $7,409 | 0.0% |
| National Bank Of Canada /Fi/ | $1,566 | 0.0% |
已清仓
| Citadel Advisors | $1.81M | 曾为 0.0% |
| Lido Advisors, LLC | $282,222 | 曾为 0.0% |
| Quantinno Capital Management… | $214,222 | 曾为 0.0% |
| Russell Investments Group… | $1,288 | 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): 117 持有人, 9.39M 股份, $198.78M 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