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证券记录 · 已归档季度

RING

名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
55被追踪持有人
+6Δ持有人
10.28M持有股份
$799.95M报告持仓市值
+9新建仓位
−3清仓
Rising 5 被追踪股份持续上升的季度数 ●●●●●○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +12.2% · 股份流向 -1.8% · 净新建仓位 +10.9% · 公式
持有人分散化:持有人数增多,合计持仓比例缩小。

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
Q3 2026 2 0 6.08K $460,975 n/a −1
Q2 2026 52 -1 5.69M $367.60M +6 −8
Q1 2026 55 +6 10.28M $799.95M +9 −3
Q4 2025 48 +2 8.32M $612.54M +3 −1
Q3 2025 6 0 1.18M $76.59M +1 −1
Q2 2025 4 +1 19.15K $838,544 +2 −1
Q1 2025 1 0 18.44K $707,244 +1 −1
Q4 2024 1 0 7.43K $208,857 n/a n/a
Q3 2024 1 0 7.43K $245,264 +1 −1
Q2 2024 1 n/a 15.05K $415,558 n/a n/a
持有人数量
持有人 · Q1 2026
#管理人股份Δ股份价值其权重持有
1 Schroder Investment Management Group 2.16M n/a $159.61M 0.1% n/c 1 SEC ↗ ×3
2 Envestnet Asset Management Inc 1.71M -7.0% $134.84M 0.0% ▼ Trim 2 SEC ↗
3 BlackRock ✦ (被动) 1.11M +13.4% $87.74M 0.0% ▲ Add 4 SEC ↗ ×3
4 LPL Financial LLC 1.02M -2.5% $80.34M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley ✦ 597.16K -7.6% $47.16M 0.0% ▼ Trim 3 SEC ↗ ×5
6 Wells Fargo & Company/Mn 460.53K +24.6% $36.37M 0.0% ▲ Add 2 SEC ↗ ×4
7 Mml Investors Services, Llc 347.75K -24.9% $27.47M 0.1% ▼ Trim 2 SEC ↗
8 Allianz Asset Management GmbH 333.12K -24.6% $26.31M 0.0% ▼ Trim 2 SEC ↗
9 HighTower Advisors, LLC 303.37K -25.2% $23.96M 0.0% ▼ Trim 2 SEC ↗
10 JPMorgan Chase ✦ 259.99K -1.9% $19.25M 0.0% ▼ Trim 3 SEC ↗ ×3
11 Bank Of America Corp /De/ 224.81K -15.6% $17.76M 0.0% ▼ Trim 2 SEC ↗ ×2
12 Cetera Investment Advisers 198.36K -4.6% $15.67M 0.0% ▼ Trim 2 SEC ↗
13 Bank Of Montreal /Can/ 191.29K +9.4% $15.11M 0.0% ▲ Add 2 SEC ↗ ×2
14 Raymond James Financial Inc 145.87K -17.7% $11.52M 0.0% ▼ Trim 2 SEC ↗ ×2
15 Northwestern Mutual Wealth… 135.48K -18.1% $10.70M 0.0% ▼ Trim 2 SEC ↗
16 Assetmark, Inc 119.29K +100140.3% $9.42M 0.0% ▲ Add 2 SEC ↗
17 Royal Bank Of Canada 117.77K +122.5% $9.30M 0.0% ▲ Add 2 SEC ↗ ×6
18 T. Rowe Price ✦ 109.18K +48.1% $8.62M 0.0% ▲ Add 2 SEC ↗
19 Wealthfront Advisers LLC 89.96K +18.8% $7.11M 0.0% ▲ Add 2 SEC ↗
20 Jane Street Group, Llc 87.40K 新增 $6.90M 0.0% New 1 SEC ↗
21 Osaic Holdings, Inc. 84.54K +61.7% $6.68M 0.0% ▲ Add 2 SEC ↗ ×2
22 UBS Group AG 74.64K -45.4% $5.90M 0.0% ▼ Trim 2 SEC ↗ ×4
23 Citigroup Inc 73.15K +9.1% $5.78M 0.0% ▲ Add 2 SEC ↗ ×2
24 TD Waterhouse Canada Inc. 58.52K +13.1% $4.83M 0.0% ▲ Add 2 SEC ↗
25 Jones Financial Companies Lllp 61.72K +52.3% $4.57M 0.0% ▲ Add 2 SEC ↗
26 Victory Capital Management Inc 32.53K -42.3% $2.57M 0.0% ▼ Trim 2 SEC ↗
27 Commonwealth Equity Services, Llc 30.05K -42.9% $2.37M 0.0% ▼ Trim 2 SEC ↗
28 Mariner, LLC 17.68K -1.3% $1.40M 0.0% ▼ Trim 2 SEC ↗
29 Marshall Wace ✦ 17.19K -62.0% $1.36M 0.0% ▼ Trim 2 SEC ↗ ×2
30 Stifel Financial Corp 15.55K +14.4% $1.23M 0.0% ▲ Add 2 SEC ↗
31 Susquehanna International Group, Llp 14.57K -25.7% $1.15M 0.0% ▼ Trim 2 SEC ↗
32 Rockefeller Capital Management L.P. 10.50K +429.1% $829,561 0.0% ▲ Add 2 SEC ↗ ×5
33 AQR Capital Management ✦ 10.14K +7.8% $800,876 0.0% ▲ Add 3 SEC ↗
34 Mirae Asset Global Investments Co.… 7.59K 新增 $599,853 0.0% New 1 SEC ↗
35 Creative Planning 7.22K +25.4% $570,404 0.0% ▲ Add 2 SEC ↗
36 Hrt Financial Lp 6.84K 新增 $540,000 0.0% New 1 SEC ↗
37 Truist Financial Corp 6.11K +25.3% $482,402 0.0% ▲ Add 2 SEC ↗
38 Lido Advisors, LLC 5.64K 新增 $445,131 0.0% New 1 SEC ↗ ×2
39 Cibc World Market Inc. 5.14K +9.5% $405,878 0.0% ▲ Add 2 SEC ↗
40 Wealth Enhancement Advisory… 4.75K -34.5% $387,816 0.0% ▼ Trim 2 SEC ↗
41 Fifth Third Bancorp 4.08K 新增 $322,396 0.0% New 1 SEC ↗
42 Northern Trust Corp 3.63K 0.0% $286,381 0.0% Held 2 SEC ↗
43 UBS AM, a distinct business unit of… 3.07K -33.7% $242,785 0.0% ▼ Trim 2 SEC ↗
44 D. E. Shaw & Co. ✦ 2.93K 新增 $231,411 0.0% New 1 SEC ↗
45 Blair William & Co/Il 2.83K -47.2% $223,578 0.0% ▼ Trim 2 SEC ↗
46 Fidelity (FMR) ✦ 2.06K -17.1% $162,460 0.0% ▼ Trim 4 SEC ↗
47 Optiver Holding B.V. 1.47K 新增 $116,259 0.0% New 1 SEC ↗
48 Us Bancorp \De\ 1.10K -4.7% $86,641 0.0% ▼ Trim 2 SEC ↗ ×2
49 Simplex Trading, Llc 1.03K +78.1% $81,744 0.0% ▲ Add 2 SEC ↗
50 Qube Research & Technologies Ltd 699 新增 $55,207 0.0% New 1 SEC ↗
51 Pnc Financial Services Group, Inc. 604 -56.3% $47,705 0.0% ▼ Trim 2 SEC ↗ ×2
52 National Bank Of Canada /Fi/ 208 0.0% $16,428 0.0% Held 2 SEC ↗
53 Bnp Paribas Financial Markets 160 新增 $12,637 0.0% New 1 SEC ↗
54 Cwm, Llc 38 0.0% $3,001 0.0% Held 2 SEC ↗
55 Russell Investments Group, Ltd. 0 n/a $24 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

Jane Street Group, Llc $6.90M 0.0%
Mirae Asset Global… $599,853 0.0%
Hrt Financial Lp $540,000 0.0%
Lido Advisors, LLC $445,131 0.0%
Fifth Third Bancorp $322,396 0.0%
D. E. Shaw & Co. $231,411 0.0%
Optiver Holding B.V. $116,259 0.0%
Qube Research & Technologies… $55,207 0.0%
Bnp Paribas Financial Markets $12,637 0.0%

已清仓

Goldman Sachs Group $2.49M 曾为 0.0%
Tidal Investments LLC $2.14M 曾为 0.0%
Quantinno Capital Management… $257,004 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): 238 持有人, 14.26M 股份, $1.02B 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