证券记录 · 已归档季度
RFMZ
名称等待档案录入
17被追踪持有人
-1Δ持有人
3.44M持有股份
$43.51M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 -5.6% ·
股份流向 +1.6% ·
净新建仓位 -5.9%
— 公式
集中积累 — 持股数量上升但持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 3.36M | $45.85M | +1 | −3 |
| Q1 2026 | 17 | -1 | 3.44M | $43.51M | +2 | −3 |
| Q4 2025 | 18 | +1 | 3.39M | $42.87M | +1 | — |
| Q3 2025 | 1 | — | 257.51K | $3.36M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 811.45K | +2.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 811.45K | +2.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 697.54K | +19.6% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 697.54K | +19.6% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 697.54K | +19.6% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 697.54K | +19.6% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 603.55K | -2.8% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 390.56K | +0.5% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 390.56K | +0.5% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 355.04K | +5.2% | $4.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 233.61K | -11.3% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 174.30K | -15.9% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 54.27K | +30.9% | $686,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 54.27K | +30.9% | $686,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 33.81K | -20.3% | $427,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 17.63K | 0.0% | $223,045 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 16.15K | 0.0% | $204,247 | 0.0% | Held | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 15.41K | -32.3% | $194,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 14.90K | 新增 | $188,462 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 13.39K | +16.6% | $169,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 13.39K | +16.6% | $169,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 4.06K | 0.0% | $51,397 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 4.06K | 0.0% | $51,397 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.20K | -24.6% | $40,531 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 287 | 新增 | $3,631 | 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
| Fifth Third Bancorp | $188,462 | 0.0% |
| BlackRock | $3,631 | 0.0% |
已清仓
| Jane Street Group, Llc | $228,678 | 曾为 0.0% |
| Susquehanna International… | $170,404 | 曾为 0.0% |
| Bank Of America Corp /De/ | $12,660 | 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): 57 持有人, 7.52M 股份, $95.50M 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: Q1 2026 ·
方法论 ·
通过API获取此数据