证券记录 · 已归档季度

RQI

名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

37被追踪持有人

0Δ持有人

15.89M持有股份

$191.44M报告持仓市值

+3新建仓位

−3清仓

Rising 2 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 0.0% · 股份流向 +5.5% · 净新建仓位 0.0% · 公式

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	3	0	91.16K	$1.09M	n/a	n/a
Q2 2026	35	-1	16.74M	$206.08M	+1	−2
Q1 2026	37	0	15.89M	$191.44M	+3	−3
Q4 2025	37	0	15.06M	$172.10M	n/a	n/a
Q3 2025	2	n/a	5.15M	$64.28M	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	Morgan Stanley ✦	5.44M	+5.3%	$65.60M	0.0%	▲ Add	3	SEC ↗ ×5
2	Bank Of America Corp /De/	2.78M	+8.6%	$33.50M	0.0%	▲ Add	2	SEC ↗ ×2
3	Raymond James Financial Inc	1.24M	-6.3%	$14.90M	0.0%	▼ Trim	2	SEC ↗ ×3
4	Wells Fargo & Company/Mn	1.22M	+42.4%	$14.74M	0.0%	▲ Add	2	SEC ↗ ×2
5	LPL Financial LLC	924.60K	+7.2%	$11.14M	0.0%	▲ Add	2	SEC ↗
6	UBS Group AG	908.37K	+37.9%	$10.95M	0.0%	▲ Add	2	SEC ↗ ×2
7	Ameriprise Financial Inc	813.85K	+1.4%	$9.80M	0.0%	▲ Add	2	SEC ↗ ×2
8	Mariner, LLC	442.42K	-8.0%	$5.33M	0.0%	▼ Trim	2	SEC ↗ ×2
9	Royal Bank Of Canada	328.81K	-13.2%	$3.96M	0.0%	▼ Trim	2	SEC ↗ ×4
10	Commonwealth Equity Services, Llc	301.39K	-4.8%	$3.63M	0.0%	▼ Trim	2	SEC ↗
11	Osaic Holdings, Inc.	276.04K	-9.2%	$3.33M	0.0%	▼ Trim	2	SEC ↗ ×3
12	Cetera Investment Advisers	160.38K	-5.9%	$1.93M	0.0%	▼ Trim	2	SEC ↗
13	Rockefeller Capital Management L.P.	90.11K	+2.1%	$1.09M	0.0%	▲ Add	2	SEC ↗
14	First Trust Advisors Lp	88.28K	+3.3%	$1.06M	0.0%	▲ Add	2	SEC ↗
15	Stifel Financial Corp	86.88K	+19.1%	$1.05M	0.0%	▲ Add	2	SEC ↗ ×2
16	Susquehanna International Group, Llp	81.96K	+58.3%	$987,654	0.0%	▲ Add	2	SEC ↗
17	Lido Advisors, LLC	77.33K	-20.6%	$931,766	0.0%	▼ Trim	2	SEC ↗
18	Wealth Enhancement Advisory…	67.64K	-41.2%	$833,964	0.0%	▼ Trim	2	SEC ↗
19	Invesco Ltd.	65.92K	+0.4%	$794,396	0.0%	▲ Add	2	SEC ↗
20	Baird Financial Group, Inc.	61.30K	+1.6%	$738,701	0.0%	▲ Add	2	SEC ↗ ×2
21	Focus Partners Wealth	59.72K	+2.5%	$719,574	0.0%	▲ Add	2	SEC ↗
22	Northwestern Mutual Wealth…	58.96K	+37.8%	$710,415	0.0%	▲ Add	2	SEC ↗
23	HighTower Advisors, LLC	50.69K	-0.1%	$610,784	0.0%	▼ Trim	2	SEC ↗
24	Creative Planning	46.22K	-0.8%	$556,930	0.0%	▼ Trim	2	SEC ↗
25	Fifth Third Bancorp	37.61K	新增	$453,153	0.0%	New	1	SEC ↗
26	Jane Street Group, Llc	36.13K	-77.2%	$435,403	0.0%	▼ Trim	2	SEC ↗ ×2
27	TD Waterhouse Canada Inc.	32.00K	-16.9%	$389,440	0.0%	▼ Trim	2	SEC ↗
28	Mml Investors Services, Llc	30.13K	+0.4%	$363,042	0.0%	▲ Add	2	SEC ↗
29	Brown Advisory Inc	17.66K	0.0%	$212,767	0.0%	Held	2	SEC ↗ ×2
30	Cwm, Llc	14.88K	-1.4%	$179,301	0.0%	▼ Trim	2	SEC ↗
31	Hrt Financial Lp	12.68K	-76.2%	$152,000	0.0%	▼ Trim	2	SEC ↗
32	Citadel Advisors ✦	12.13K	新增	$146,185	0.0%	New	1	SEC ↗
33	JPMorgan Chase ✦	7.46K	+706.4%	$88,542	0.0%	▲ Add	3	SEC ↗
34	Us Bancorp \De\	5.98K	-6.9%	$72,035	0.0%	▼ Trim	2	SEC ↗
35	Pnc Financial Services Group, Inc.	2.40K	0.0%	$28,920	0.0%	Held	2	SEC ↗ ×4
36	Assetmark, Inc	1.23K	0.0%	$14,785	0.0%	Held	2	SEC ↗
37	UBS AM, a distinct business unit of…	410	新增	$4,941	0.0%	New	1	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

Fifth Third Bancorp	$453,153	0.0%
Citadel Advisors	$146,185	0.0%
UBS AM, a distinct business…	$4,941	0.0%

已清仓

Nomura Holdings Inc	$129,903	曾为 0.0%
Jones Financial Companies Lllp	$45,680	曾为 0.0%
Russell Investments Group…	$23	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): 199 持有人, 24.59M 股份, $282.40M 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。

BP37共同持有人 BMY37共同持有人 AIG37共同持有人 DD37共同持有人 BHP37共同持有人

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

☆ RQI

新增买入方

已清仓

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