证券记录 · 已归档季度
RTM
名称等待档案录入
21被追踪持有人
-1Δ持有人
1.01M持有股份
$38.88M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 -4.5% ·
股份流向 -3.0% ·
净新建仓位 -4.8%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 21 | -1 | 1.01M | $38.88M | +1 | −2 |
| Q1 2026 | 22 | +1 | 1.04M | $40.08M | +3 | −2 |
| Q4 2025 | 21 | -1 | 896.05K | $30.52M | — | −1 |
| Q3 2025 | 5 | 0 | 153.79K | $5.04M | — | — |
| Q2 2025 | 2 | -1 | 23.99K | $777,488 | — | −1 |
| Q1 2025 | 2 | +1 | 51.19K | $1.62M | +1 | — |
| Q4 2024 | 1 | +1 | 20.89K | $680,224 | +1 | — |
| Q2 2024 | 1 | — | 8.67K | $298,959 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 308.50K | +0.6% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 308.50K | +0.6% | $11.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 196.18K | -0.6% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 114.30K | +2.0% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 114.30K | +2.0% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 100.18K | +4.5% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 79.27K | -6.5% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 79.27K | -6.5% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 75.95K | -0.3% | $2.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 75.95K | -0.3% | $2.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 75.95K | -0.3% | $2.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 34.44K | +16.4% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 34.44K | +16.4% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 23.09K | -20.6% | $892,450 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 23.09K | -20.6% | $892,450 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 17.13K | +5.7% | $661,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 17.13K | +5.7% | $661,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 11.05K | -35.1% | $427,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Lido Advisors, LLC | 10.44K | +18.4% | $403,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.90K | +32.0% | $349,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 8.10K | -73.6% | $312,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 7.87K | 0.0% | $303,128 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Hrt Financial Lp | 5.38K | 新增 | $208,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.98K | 0.0% | $76,512 | 0.0% | Held | 5 | SEC ↗ |
| 25 | Blair William & Co/Il | 1.51K | 0.0% | $58,347 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.17K | -19.3% | $45,287 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 500 | 0.0% | $19,320 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 200 | 0.0% | $7,728 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 63 | -28.4% | $2,434 | 0.0% | ▼ Trim | 3 | 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
| Hrt Financial Lp | $208,000 | 0.0% |
已清仓
| IMC-Chicago, LLC | $267,368 | 曾为 0.0% |
| Ameriprise Financial Inc | $210,033 | 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): 69 持有人, 1.81M 股份, $69.13M 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