证券记录 · 已归档季度
RVT
名称等待档案录入
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
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
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 ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 5.84M | +1.9% | $96.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 2.83M | -1.3% | $47.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 2.28M | +1.0% | $37.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.69M | +14.5% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 1.62M | +0.8% | $26.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Stifel Financial Corp | 825.09K | +5.3% | $13.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Lazard Asset Management Llc | 612.32K | -0.6% | $10.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 582.11K | -6.8% | $9.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 344.83K | +1.9% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 294.68K | +126.5% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Captrust Financial Advisors | 257.19K | -3.6% | $4.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Allspring Global Investments… | 189.15K | +0.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 177.80K | +1.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 131.09K | +9.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | First Trust Advisors Lp | 85.99K | +20.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 71.23K | 新增 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 62.28K | +131.6% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mariner, LLC | 51.22K | -49.8% | $850,242 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Bank Of Montreal /Can/ | 43.56K | +12.1% | $723,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 34.99K | +14.3% | $580,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 28.32K | +1.3% | $470,079 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Brown Advisory Inc | 25.78K | 0.0% | $427,915 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 25.21K | -9.8% | $418,486 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Susquehanna International Group, Llp | 24.83K | 新增 | $412,178 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cerity Partners LLC | 24.01K | 新增 | $398,966 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 19.24K | +55.0% | $319,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 15.72K | +1.8% | $261,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 15.60K | +0.7% | $258,894 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 13.15K | +3.1% | $218,224 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Creative Planning | 13.07K | -4.8% | $217,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 11.94K | -0.5% | $198,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cwm, Llc | 11.42K | +576.5% | $189,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 3.70K | +176.4% | $61,437 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 3.07K | 新增 | $50,979 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 407 | 0.0% | $6,748 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 292 | 0.0% | $4,712 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 38 | Fidelity (FMR) ✦ | 38 | 新增 | $633 | 0.0% | New | 1 | SEC ↗ |
| 39 | Citigroup Inc | 7 | 新增 | $116 | 0.0% | New | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 5 | 新增 | $83 | 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 | $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
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。
公开市场买入 (P)
Sep 30
CLARK CHRISTOPHER D
Officer, Director · President · 1.20K 股 @ 17.06 · $20,472
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
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
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