证券记录 · 已归档季度
RTH
名称等待档案录入
32被追踪持有人
+3Δ持有人
256.35K持有股份
$64.31M报告持仓市值
+4新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +10.3% ·
股份流向 +6.4% ·
净新建仓位 +9.4%
· 公式
广泛增持:持股数量上升,持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -3 | 224.12K | $57.32M | +1 | −5 |
| Q1 2026 | 32 | +3 | 256.35K | $64.31M | +4 | −1 |
| Q4 2025 | 29 | -1 | 240.93K | $60.11M | n/a | −1 |
| Q3 2025 | 5 | +1 | 62.32K | $15.64M | +1 | n/a |
| Q2 2025 | 1 | -1 | 1.06K | $252,333 | n/a | −1 |
| Q1 2025 | 1 | 0 | 5.53K | $1.25M | n/a | n/a |
| Q4 2024 | 1 | 0 | 1.84K | $412,098 | n/a | n/a |
| Q3 2024 | 1 | 0 | 36.98K | $8.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 31.82K | $6.55M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 97.24K | +7.9% | $24.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 42.40K | -24.3% | $10.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 23.95K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 13.69K | -18.1% | $3.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 10.21K | +584.0% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 9.67K | +11.1% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 8.21K | +104.2% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 6.04K | +5.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 5.69K | +190.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 5.46K | +5.0% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 5.39K | -5.1% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 5.13K | -17.4% | $1.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Cibc World Market Inc. | 3.97K | +2.1% | $995,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 3.22K | +38.9% | $808,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 3.13K | +57.1% | $785,793 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 2.44K | +2.3% | $611,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 2.14K | +47.7% | $527,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.57K | +2.2% | $394,492 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | UBS Group AG | 1.38K | -24.3% | $346,231 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 1.07K | -8.5% | $268,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 1.00K | 新增 | $250,892 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 967 | 0.0% | $242,613 | 0.0% | Held | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 897 | 新增 | $225,050 | 0.0% | New | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 802 | 新增 | $201,216 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 262 | 0.0% | $65,734 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 220 | 新增 | $54,134 | 0.0% | New | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 104 | +10.6% | $26,073 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 28 | +21.7% | $7,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 25 | 0.0% | $6,272 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Cwm, Llc | 24 | 0.0% | $6,021 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 14 | 0.0% | $3,512 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 1 | 0.0% | $341 | 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
| Two Sigma Investments | $250,892 | 0.0% |
| UBS AM, a distinct business… | $225,050 | 0.0% |
| Focus Partners Wealth | $201,216 | 0.0% |
| JPMorgan Chase | $54,134 | 0.0% |
已清仓
| Rockefeller Capital… | $24,950 | 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): 75 持有人, 340.48K 股份, $85.76M 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