证券记录 · 已归档季度
RFI
名称等待档案录入
19被追踪持有人
-1Δ持有人
3.22M持有股份
$35.83M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 -2.4% ·
净新建仓位 -5.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.20M | -1.5% | $13.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Osaic Holdings, Inc. | 775.28K | +4.4% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 300.19K | -8.5% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 186.70K | -30.7% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 159.85K | -1.2% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 142.12K | +14.0% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 139.78K | -2.9% | $1.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 62.45K | +19.3% | $695,649 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 60.73K | +8.9% | $676,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 46.79K | -7.6% | $521,264 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 38.38K | +4.6% | $427,611 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Fifth Third Bancorp | 27.81K | 新增 | $309,813 | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 27.09K | -7.5% | $301,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 11.95K | -14.8% | $133,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 11.49K | 新增 | $128,054 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 10.34K | +181.4% | $115,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 8.89K | -35.8% | $99,049 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 6.70K | 0.0% | $74,638 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cwm, Llc | 407 | 0.0% | $4,534 | 0.0% | Held | 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 | $309,813 | 0.0% |
| Susquehanna International… | $128,054 | 0.0% |
已清仓
| Invesco Ltd. | $323,986 | 曾为 0.0% |
| Jane Street Group, Llc | $170,468 | 曾为 0.0% |
| Jones Financial Companies Lllp | $1,326 | 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): 79 持有人, 5.00M 股份, $53.13M 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