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证券记录

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
64被追踪持有人
-1Δ持有人
11.48M持有股份
$183.84M报告持仓市值
+4新建仓位
−4清仓
Rising 7 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 -1.5% · 股份流向 +7.6% · 净新建仓位 0.0% — 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 64 -1 11.48M $183.84M +4 −4
Q1 2026 66 +1 10.59M $181.19M +4 −3
Q4 2025 65 +2 9.77M $136.57M +3 −1
Q3 2025 15 +1 4.97M $69.78M +2 −1
Q2 2025 11 0 3.81M $45.44M — —
Q1 2025 8 0 1.65M $23.36M +1 −1
Q4 2024 8 +2 1.52M $23.50M +2 —
Q3 2024 5 0 1.09M $12.94M — —
Q2 2024 5 — 1.20M $12.65M — —
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock ✦ (被动) 1.48M +11.1% $23.75M 0.0% ▲ Add 5 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 1.37M +7.8% $21.97M 0.0% ▲ Add 3 SEC ↗ ×4
3 Vanguard Capital Management Llc 831.10K +2.8% $13.31M 0.0% ▲ Add 2 SEC ↗
4 American Century Companies Inc 706.36K +3.6% $11.31M 0.0% ▲ Add 3 SEC ↗
5 Two Sigma Investments ✦ 530.26K +312.1% $8.49M 0.0% ▲ Add 9 SEC ↗
6 Geode Capital Management ✦ (被动) 492.57K +10.3% $7.89M 0.0% ▲ Add 9 SEC ↗ ×2
7 AQR Capital Management ✦ 477.63K -14.4% $7.65M 0.0% ▼ Trim 9 SEC ↗ ×7
8 State Street Global Advisors ✦ (被动) 415.62K -1.5% $6.65M 0.0% ▼ Trim 7 SEC ↗
9 Morgan Stanley ✦ 404.50K +73.3% $6.48M 0.0% ▲ Add 4 SEC ↗ ×8
10 Millennium Management ✦ 348.60K +271.2% $5.58M 0.0% ▲ Add 7 SEC ↗
11 Citadel Advisors ✦ 315.13K -23.2% $5.05M 0.0% ▼ Trim 3 SEC ↗ ×2
12 Renaissance Technologies ✦ 308.58K +0.6% $4.94M 0.0% ▲ Add 9 SEC ↗
13 Bank Of America Corp /De/ 297.17K +2.2% $4.76M 0.0% ▲ Add 3 SEC ↗
14 Bank of New York Mellon Corp 260.12K +0.9% $4.16M 0.0% ▲ Add 3 SEC ↗ ×4
15 Nuveen, LLC 255.26K +35.1% $4.09M 0.0% ▲ Add 3 SEC ↗ ×4
16 Franklin Resources Inc 244.90K +42.4% $3.92M 0.0% ▲ Add 3 SEC ↗ ×2
17 Goldman Sachs Group ✦ 213.15K +7.5% $3.41M 0.0% ▲ Add 4 SEC ↗ ×2
18 D. E. Shaw & Co. ✦ 184.20K +100.1% $2.95M 0.0% ▲ Add 3 SEC ↗
19 Victory Capital Management Inc 174.01K +6.7% $2.79M 0.0% ▲ Add 3 SEC ↗
20 Qube Research & Technologies Ltd 173.47K +11.3% $2.78M 0.0% ▲ Add 3 SEC ↗
21 JPMorgan Chase ✦ 163.14K -68.1% $2.56M 0.0% ▼ Trim 4 SEC ↗ ×3
22 Creative Planning 150.04K +272.1% $2.40M 0.0% ▲ Add 3 SEC ↗ ×2
23 Northern Trust Corp 142.05K -2.6% $2.27M 0.0% ▼ Trim 3 SEC ↗ ×3
24 Man Group plc 130.78K +57.0% $2.09M 0.0% ▲ Add 3 SEC ↗
25 UBS Group AG 124.64K -42.4% $2.00M 0.0% ▼ Trim 3 SEC ↗
26 Alliancebernstein L.P. 115.28K -13.8% $1.98M 0.0% ▼ Trim 3 SEC ↗
27 Point72 Asset Management ✦ 111.80K +28.0% $1.79M 0.0% ▲ Add 3 SEC ↗
28 Ameriprise Financial Inc 105.62K -15.7% $1.69M 0.0% ▼ Trim 3 SEC ↗ ×2
29 Norges Bank ✦ (被动) 99.20K 新增 $1.59M 0.0% New 1 SEC ↗
30 Connor, Clark & Lunn Investment… 95.00K -4.2% $1.52M 0.0% ▼ Trim 3 SEC ↗ ×2
31 Lazard Asset Management Llc 86.39K +3.1% $1.38M 0.0% ▲ Add 3 SEC ↗
32 LPL Financial LLC 81.20K -6.5% $1.30M 0.0% ▼ Trim 3 SEC ↗
33 Squarepoint Ops LLC 58.17K 新增 $931,270 0.0% New 1 SEC ↗
34 First Trust Advisors Lp 53.05K +6.3% $849,250 0.0% ▲ Add 3 SEC ↗
35 Charles Schwab Investment… 51.57K -2.2% $825,620 0.0% ▼ Trim 3 SEC ↗
36 Russell Investments Group, Ltd. 37.62K +130.7% $601,005 0.0% ▲ Add 3 SEC ↗ ×8
37 Invesco Ltd. 36.70K +4.7% $587,566 0.0% ▲ Add 3 SEC ↗ ×4
38 Barclays Plc 35.09K -7.1% $561,838 0.0% ▼ Trim 3 SEC ↗ ×2
39 Royal Bank Of Canada 32.06K +28021.9% $513,000 0.0% ▲ Add 3 SEC ↗ ×2
40 Canada Pension Plan Investment Board 31.60K 0.0% $505,916 0.0% Held 3 SEC ↗
41 Fidelity (FMR) ✦ 27.06K +1244.7% $433,167 0.0% ▲ Add 5 SEC ↗ ×2
42 Rhumbline Advisers 26.33K +2.8% $421,566 0.0% ▲ Add 3 SEC ↗
43 Hsbc Holdings Plc 26.53K -8.9% $420,299 0.0% ▼ Trim 3 SEC ↗
44 Deutsche Bank Ag\ 20.65K +7.8% $330,655 0.0% ▲ Add 3 SEC ↗
45 Bnp Paribas Financial Markets 18.10K +128.8% $289,765 0.0% ▲ Add 3 SEC ↗
46 Prudential Financial Inc 18.00K -80.8% $288,180 0.0% ▼ Trim 3 SEC ↗
47 T. Rowe Price ✦ 16.18K +15.5% $259,000 0.0% ▲ Add 4 SEC ↗
48 Wells Fargo & Company/Mn 15.92K +93.9% $254,847 0.0% ▲ Add 3 SEC ↗
49 Susquehanna International Group, Llp 14.91K 新增 $238,789 0.0% New 1 SEC ↗
50 Mariner, LLC 13.38K -29.9% $214,250 0.0% ▼ Trim 3 SEC ↗
51 Wealth Enhancement Advisory… 11.78K +15.6% $189,540 0.0% ▲ Add 2 SEC ↗
52 Cerity Partners LLC 10.61K -8.2% $169,835 0.0% ▼ Trim 3 SEC ↗ ×2
53 Citigroup Inc 10.31K +319.0% $165,079 0.0% ▲ Add 3 SEC ↗ ×3
54 MIRAE ASSET GLOBAL ETFS HOLDINGS… 8.75K -14.0% $140,136 0.0% ▼ Trim 3 SEC ↗
55 New York State Common Retirement… 5.32K 0.0% $85,237 0.0% Held 3 SEC ↗
56 Legal & General Group Plc 1.86K 0.0% $29,779 0.0% Held 3 SEC ↗
57 Pnc Financial Services Group, Inc. 697 +197.9% $11,159 0.0% ▲ Add 3 SEC ↗
58 UBS AM, a distinct business unit of… 561 0.0% $8,982 0.0% Held 3 SEC ↗
59 Rockefeller Capital Management L.P. 414 -52.9% $6,628 0.0% ▼ Trim 3 SEC ↗ ×2
60 Jones Financial Companies Lllp 344 +43.9% $5,421 0.0% ▲ Add 2 SEC ↗
61 Osaic Holdings, Inc. 296 -96.4% $4,752 0.0% ▼ Trim 3 SEC ↗
62 Fifth Third Bancorp 169 0.0% $2,706 0.0% Held 2 SEC ↗
63 Optiver Holding B.V. 50 -74.2% $800 0.0% ▼ Trim 3 SEC ↗
64 Us Bancorp \De\ 49 新增 $784 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

Norges Bank $1.59M 0.0%
Squarepoint Ops LLC $931,270 0.0%
Susquehanna International… $238,789 0.0%
Us Bancorp \De\ $784 0.0%

已清仓

Arrowstreet Capital $2.23M 曾为 0.0%
Jane Street Group, Llc $947,825 曾为 0.0%
State Of Wisconsin Investment… $727,987 曾为 0.0%
Voya Investment Management Llc $183,278 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): 146 持有人, 18.06M 股份, $295.17M 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。

内部人交易

公开市场买入 (P)

在我们的覆盖窗口内无内部人士公开市场买入记录。

公开市场卖出 (S)

Aug 20 Bodden Stuart

Officer, Director · 95.00K 股 · $1.63M

Aug 10 Hooker J. Matt

Officer · 11.62K 股 · $193,241

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论

受益所有权
Aug 14 SC 13G/A — IES Holdings, Inc.

查看 SEC 原始申报文件 ↗

Aug 14 SC 13G/A — Encompass Capital Advisors LLC

查看 SEC 原始申报文件 ↗

Jul 22 SC 13G — ROYCE & ASSOCIATES LP

查看 SEC 原始申报文件 ↗

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