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
2.02M持有股份
$191.49M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 -2.6% · 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 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 | 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 | — |
| Q3 2025 | 8 | 0 | 609.10K | $51.76M | — | — |
| Q2 2025 | 5 | 0 | 139.82K | $11.51M | +1 | −1 |
| Q1 2025 | 3 | +1 | 40.95K | $3.54M | +1 | — |
| Q4 2024 | 2 | +1 | 39.87K | $3.23M | +1 | — |
| Q3 2024 | 1 | -1 | 27.79K | $2.47M | — | −1 |
| Q2 2024 | 2 | — | 7.96K | $613,231 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 496.44K | +0.5% | $47.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 496.44K | +0.5% | $47.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 496.44K | +0.5% | $47.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 240.87K | +6.3% | $22.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 167.05K | +30.0% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 167.05K | +30.0% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 161.44K | +11.8% | $15.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 161.44K | +11.8% | $15.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 158.50K | -1.2% | $15.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 143.87K | +0.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 98.42K | +1.3% | $9.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 98.42K | +1.3% | $9.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 77.36K | +17.0% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 77.36K | +17.0% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 77.36K | +17.0% | $7.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 62.37K | +0.7% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 52.16K | +12.6% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 48.53K | +2.3% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 44.70K | -19.2% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 44.70K | -19.2% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 44.70K | -19.2% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 44.70K | -19.2% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Mariner, LLC | 37.99K | -0.6% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 37.99K | -0.6% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 34.37K | -53.2% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 34.37K | -53.2% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 27.23K | -0.8% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 25.37K | -32.6% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 25.37K | -32.6% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 25.26K | -16.6% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 25.26K | -16.6% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 25.26K | -16.6% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 25.09K | -16.7% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citigroup Inc | 24.15K | +6627.0% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Brown Advisory Inc | 11.25K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 9.92K | -0.3% | $939,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 8.36K | +84.2% | $791,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 7.50K | +10.1% | $713,125 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 7.23K | +0.1% | $684,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 5.08K | 新增 | $482,207 | 0.0% | New | 1 | SEC ↗ |
| 41 | Creative Planning | 4.72K | +84.0% | $447,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 4.54K | 新增 | $430,265 | 0.0% | New | 1 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 3.46K | -25.8% | $327,244 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 2.31K | 新增 | $218,661 | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.88K | +101.4% | $177,759 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Fifth Third Bancorp | 1.57K | -2.1% | $148,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.20K | 0.0% | $113,626 | 0.0% | Held | 3 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 1.05K | +6.0% | $98,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | BlackRock ✦ (被动) | 504 | 0.0% | $47,711 | 0.0% | Held | 5 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 133 | -11.3% | $12,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Assetmark, Inc | 34 | 0.0% | $3,219 | 0.0% | Held | 3 | 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
| Wealth Enhancement Advisory… | $482,207 | 0.0% |
| Jane Street Group, Llc | $430,265 | 0.0% |
| Mercer Global Advisors Inc… | $218,661 | 0.0% |
已清仓
| Two Sigma Investments | $6.04M | 曾为 0.0% |
| GAMCO Investors | $3.53M | 曾为 0.0% |
| TD Waterhouse Canada Inc. | $12,558 | 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
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