证券记录
RGT
名称等待档案录入
13被追踪持有人
-1Δ持有人
885.95K持有股份
$12.61M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -7.1% ·
股份流向 +29.7% ·
净新建仓位 -7.7%
— 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 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 | 13 | -1 | 885.95K | $12.61M | +1 | −2 |
| Q1 2026 | 14 | +2 | 682.95K | $9.13M | +3 | −1 |
| Q4 2025 | 12 | 0 | 779.85K | $10.22M | — | — |
| Q3 2025 | 1 | — | 421.08K | $5.45M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 431.61K | +0.3% | $6.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 431.61K | +0.3% | $6.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 193.11K | +4286.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 101.66K | +14.1% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Captrust Financial Advisors | 41.44K | +5.1% | $589,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Tidal Investments LLC | 30.54K | +5.3% | $434,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 24.22K | -2.6% | $344,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 24.22K | -2.6% | $344,685 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 17.22K | +9.8% | $245,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 13.52K | 0.0% | $192,390 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 12.32K | -1.8% | $175,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 12.32K | -1.8% | $175,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 11.76K | 0.0% | $167,360 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 5.28K | -17.4% | $75,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 5.28K | -17.4% | $75,063 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.87K | 0.0% | $26,654 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.41K | 新增 | $20,022 | 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
| Jones Financial Companies Lllp | $20,022 | 0.0% |
已清仓
| Fifth Third Bancorp | $47,983 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $7,456 | 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): 35 持有人, 1.87M 股份, $25.02M 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