证券记录 · 已归档季度
RFV
名称等待档案录入
31被追踪持有人
+4Δ持有人
737.13K持有股份
$105.37M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +14.8% ·
股份流向 +6.6% ·
净新建仓位 +12.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 31 | +4 | 737.13K | $105.37M | +4 | — |
| Q1 2026 | 28 | +1 | 691.63K | $89.87M | +3 | −2 |
| Q4 2025 | 27 | +3 | 692.86K | $88.55M | +3 | — |
| Q3 2025 | 4 | -1 | 193.24K | $24.79M | — | −1 |
| Q2 2025 | 3 | 0 | 12.37K | $1.50M | — | — |
| Q1 2025 | 2 | 0 | 13.29K | $1.52M | — | — |
| Q4 2024 | 2 | 0 | 11.14K | $1.35M | — | — |
| Q3 2024 | 2 | 0 | 10.31K | $1.22M | — | — |
| Q2 2024 | 2 | — | 13.04K | $1.46M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 183.66K | +1.2% | $26.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 172.39K | +3.9% | $24.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 77.65K | +8.6% | $11.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 48.96K | -1.3% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 48.96K | -1.3% | $7.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 45.18K | -0.8% | $6.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 36.39K | -0.3% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 27.16K | -1.7% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 27.16K | -1.7% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 23.61K | +2.4% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 23.61K | +2.4% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.98K | +270.7% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 12.93K | -10.0% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 11.83K | +25.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.35K | -0.7% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 11.35K | -0.7% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 10.78K | +25.6% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 8.17K | -1.5% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 7.38K | 新增 | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 7.24K | +37.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 5.94K | +15.3% | $849,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 5.94K | +15.3% | $849,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 5.13K | 0.0% | $733,661 | 0.0% | Held | 9 | SEC ↗ |
| 26 | Cerity Partners LLC | 4.74K | 0.0% | $677,775 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 4.47K | -9.7% | $638,469 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 4.40K | 新增 | $628,893 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 3.99K | 新增 | $570,780 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 3.53K | -3.6% | $504,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 1.89K | +0.1% | $269,499 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.60K | +9.5% | $228,905 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 932 | 0.0% | $133,211 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 932 | 0.0% | $133,211 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 300 | -40.0% | $42,879 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 200 | 0.0% | $28,586 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 151 | 0.0% | $21,677 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 132 | 新增 | $18,867 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 37 | +2.8% | $5,303 | 0.0% | ▲ Add | 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
| Susquehanna International… | $1.05M | 0.0% |
| Two Sigma Investments | $628,893 | 0.0% |
| Mariner, LLC | $570,780 | 0.0% |
| Fifth Third Bancorp | $18,867 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 82 持有人, 964.11K 股份, $122.23M 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