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证券记录 · 已归档季度

RVT

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025
40被追踪持有人
+5Δ持有人
24.37M持有股份
$404.57M报告持仓市值
+7新建仓位
−2清仓
Strongly 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 +14.3% · 股份流向 +2.0% · 净新建仓位 +12.5%公式
广泛积累 — 持股数量上升且持有人增多

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 40 +1 24.65M $455.29M +4 −3
Q1 2026 40 +5 24.37M $404.57M +7 −2
Q4 2025 35 -1 23.89M $384.63M −1
Q3 2025 3 +1 5.75M $92.78M +1
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 6.11M -2.3% $101.40M 0.0% ▼ Trim 3 SEC ↗
2 Morgan Stanley 6.11M -2.3% $101.40M 0.0% ▼ Trim 3 SEC ↗
3 Morgan Stanley 6.11M -2.3% $101.40M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 6.11M -2.3% $101.40M 0.0% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 5.84M +1.9% $96.88M 0.0% ▲ Add 2 SEC ↗
6 Bank Of America Corp /De/ 5.84M +1.9% $96.88M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 2.83M -1.3% $47.01M 0.0% ▼ Trim 2 SEC ↗
8 Raymond James Financial Inc 2.83M -1.3% $47.01M 0.0% ▼ Trim 2 SEC ↗
9 Raymond James Financial Inc 2.83M -1.3% $47.01M 0.0% ▼ Trim 2 SEC ↗
10 LPL Financial LLC 2.28M +1.0% $37.84M 0.0% ▲ Add 2 SEC ↗
11 Wells Fargo & Company/Mn 1.69M +14.5% $28.08M 0.0% ▲ Add 2 SEC ↗
12 Wells Fargo & Company/Mn 1.69M +14.5% $28.08M 0.0% ▲ Add 2 SEC ↗
13 Wells Fargo & Company/Mn 1.69M +14.5% $28.08M 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 1.62M +0.8% $26.97M 0.0% ▲ Add 2 SEC ↗
15 Royal Bank Of Canada 1.62M +0.8% $26.97M 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 1.62M +0.8% $26.97M 0.0% ▲ Add 2 SEC ↗
17 Stifel Financial Corp 825.09K +5.3% $13.70M 0.0% ▲ Add 2 SEC ↗
18 Lazard Asset Management Llc 612.32K -0.6% $10.16M 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 582.11K -6.8% $9.66M 0.0% ▼ Trim 2 SEC ↗
20 UBS Group AG 582.11K -6.8% $9.66M 0.0% ▼ Trim 2 SEC ↗
21 Osaic Holdings, Inc. 344.83K +1.9% $5.72M 0.0% ▲ Add 2 SEC ↗
22 Cetera Investment Advisers 294.68K +126.5% $4.89M 0.0% ▲ Add 2 SEC ↗
23 Captrust Financial Advisors 257.19K -3.6% $4.27M 0.0% ▼ Trim 2 SEC ↗
24 Allspring Global Investments… 189.15K +0.5% $3.14M 0.0% ▲ Add 2 SEC ↗
25 HighTower Advisors, LLC 177.80K +1.9% $2.95M 0.0% ▲ Add 2 SEC ↗
26 Commonwealth Equity Services, Llc 131.09K +9.0% $2.18M 0.0% ▲ Add 2 SEC ↗
27 First Trust Advisors Lp 85.99K +20.1% $1.43M 0.0% ▲ Add 2 SEC ↗
28 Fifth Third Bancorp 71.23K 新增 $1.18M 0.0% New 1 SEC ↗
29 Envestnet Asset Management Inc 62.28K +131.6% $1.03M 0.0% ▲ Add 2 SEC ↗
30 Mariner, LLC 51.22K -49.8% $850,242 0.0% ▼ Trim 2 SEC ↗
31 Mariner, LLC 51.22K -49.8% $850,242 0.0% ▼ Trim 2 SEC ↗
32 Bank Of Montreal /Can/ 43.56K +12.1% $723,096 0.0% ▲ Add 2 SEC ↗
33 Mercer Global Advisors Inc /Adv 34.99K +14.3% $580,868 0.0% ▲ Add 2 SEC ↗
34 Baird Financial Group, Inc. 28.32K +1.3% $470,079 0.0% ▲ Add 2 SEC ↗
35 Baird Financial Group, Inc. 28.32K +1.3% $470,079 0.0% ▲ Add 2 SEC ↗
36 Brown Advisory Inc 25.78K 0.0% $427,915 0.0% Held 2 SEC ↗
37 Jane Street Group, Llc 25.21K -9.8% $418,486 0.0% ▼ Trim 2 SEC ↗
38 Jane Street Group, Llc 25.21K -9.8% $418,486 0.0% ▼ Trim 2 SEC ↗
39 Susquehanna International Group, Llp 24.83K 新增 $412,178 0.0% New 1 SEC ↗
40 Cerity Partners LLC 24.01K 新增 $398,966 0.0% New 1 SEC ↗
41 Northwestern Mutual Wealth… 19.24K +55.0% $319,408 0.0% ▲ Add 2 SEC ↗
42 Us Bancorp \De\ 15.72K +1.8% $261,018 0.0% ▲ Add 2 SEC ↗
43 Focus Partners Wealth 15.60K +0.7% $258,894 0.0% ▲ Add 2 SEC ↗
44 Pnc Financial Services Group, Inc. 13.15K +3.1% $218,224 0.0% ▲ Add 2 SEC ↗
45 Pnc Financial Services Group, Inc. 13.15K +3.1% $218,224 0.0% ▲ Add 2 SEC ↗
46 Pnc Financial Services Group, Inc. 13.15K +3.1% $218,224 0.0% ▲ Add 2 SEC ↗
47 Pnc Financial Services Group, Inc. 13.15K +3.1% $218,224 0.0% ▲ Add 2 SEC ↗
48 Creative Planning 13.07K -4.8% $217,023 0.0% ▼ Trim 2 SEC ↗
49 Truist Financial Corp 11.94K -0.5% $198,166 0.0% ▼ Trim 2 SEC ↗
50 Cwm, Llc 11.42K +576.5% $189,550 0.0% ▲ Add 2 SEC ↗
51 Assetmark, Inc 3.70K +176.4% $61,437 0.0% ▲ Add 2 SEC ↗
52 UBS AM, a distinct business unit of… 3.07K 新增 $50,979 0.0% New 1 SEC ↗
53 National Bank Of Canada /Fi/ 407 0.0% $6,748 0.0% Held 2 SEC ↗
54 JPMorgan Chase 292 0.0% $4,712 0.0% Held 3 SEC ↗
55 JPMorgan Chase 292 0.0% $4,712 0.0% Held 3 SEC ↗
56 Fidelity (FMR) 38 新增 $633 0.0% New 1 SEC ↗
57 Citigroup Inc 7 新增 $116 0.0% New 1 SEC ↗
58 Rockefeller Capital Management L.P. 5 新增 $83 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

Fifth Third Bancorp $1.18M 0.0%
Susquehanna International… $412,178 0.0%
Cerity Partners LLC $398,966 0.0%
UBS AM, a distinct business… $50,979 0.0%
Fidelity (FMR) $633 0.0%
Citigroup Inc $116 0.0%
Rockefeller Capital… $83 0.0%

已清仓

Wealth Enhancement Advisory… $214,148 曾为 0.0%
Jones Financial Companies Lllp $5,233 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): 198 持有人, 35.84M 股份, $558.44M 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: Q1 2026 · 方法论 · 通过API获取此数据