证券记录 · 已归档季度
REZ
名称等待档案录入
36被追踪持有人
0Δ持有人
2.08M持有股份
$172.67M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.5% · 净新建仓位 0.0% · 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 5.18K | $450,639 | n/a | n/a |
| Q2 2026 | 36 | 0 | 2.02M | $191.49M | +3 | −3 |
| Q1 2026 | 36 | 0 | 2.08M | $172.67M | +3 | −3 |
| Q4 2025 | 36 | +1 | 2.11M | $174.10M | +1 | n/a |
| Q3 2025 | 8 | 0 | 609.10K | $51.76M | n/a | n/a |
| Q2 2025 | 5 | 0 | 139.82K | $11.51M | +1 | −1 |
| Q1 2025 | 3 | +1 | 40.95K | $3.54M | +1 | n/a |
| Q4 2024 | 2 | +1 | 39.87K | $3.23M | +1 | n/a |
| Q3 2024 | 1 | -1 | 27.79K | $2.47M | n/a | −1 |
| Q2 2024 | 2 | n/a | 7.96K | $613,231 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 493.83K | -3.0% | $41.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 226.60K | +4.6% | $18.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 160.41K | +0.7% | $13.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 144.45K | -10.1% | $12.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 142.56K | -1.4% | $11.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 128.51K | +9.6% | $10.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 97.13K | +6.5% | $8.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 73.42K | +93.3% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 72.60K | -10.2% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 66.10K | -39.1% | $5.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 61.95K | +33.3% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 55.32K | +124.7% | $4.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 47.44K | +3.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 46.33K | -25.1% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | GAMCO Investors ✦ | 42.46K | -7.2% | $3.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Mariner, LLC | 38.21K | -2.4% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 37.62K | +368.0% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 30.27K | +3.0% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Commonwealth Equity Services, Llc | 30.12K | -0.1% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 27.45K | -10.7% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Brown Advisory Inc | 11.25K | 0.0% | $936,029 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 9.96K | +1.0% | $828,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 7.22K | -7.0% | $601,058 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 6.81K | -7.6% | $560,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 4.66K | +35.4% | $387,426 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 4.54K | -52.2% | $377,524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 2.57K | -4.2% | $213,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.60K | 新增 | $133,552 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.20K | 0.0% | $99,852 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 988 | +14.3% | $82,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 932 | -29.5% | $77,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 504 | 0.0% | $41,927 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Citigroup Inc | 359 | 新增 | $29,872 | 0.0% | New | 1 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 150 | 新增 | $12,558 | 0.0% | New | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 150 | +689.5% | $12,482 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 34 | -19.1% | $2,829 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $133,552 | 0.0% |
| Citigroup Inc | $29,872 | 0.0% |
| TD Waterhouse Canada Inc. | $12,558 | 0.0% |
已清仓
| Citadel Advisors | $3.50M | 曾为 0.0% |
| Goldman Sachs Group | $1.25M | 曾为 0.0% |
| Hrt Financial Lp | $431,000 | 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): 153 持有人, 4.77M 股份, $376.68M 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
持有该证券的受追踪机构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