证券记录 · 已归档季度
RWK
名称等待档案录入
35被追踪持有人
+1Δ持有人
3.72M持有股份
$544.42M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.9% ·
股份流向 +1.8% ·
净新建仓位 +2.9%
— 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 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 | 35 | +1 | 3.72M | $544.42M | +3 | −2 |
| Q1 2026 | 35 | +4 | 3.69M | $473.55M | +5 | −1 |
| Q4 2025 | 31 | +1 | 3.65M | $462.30M | +1 | — |
| Q3 2025 | 5 | 0 | 904.89K | $113.12M | +1 | −1 |
| Q2 2025 | 2 | 0 | 4.05K | $473,817 | — | — |
| Q1 2025 | 1 | +1 | 3.05K | $329,250 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.03M | +6.7% | $150.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.03M | +6.7% | $150.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 642.57K | +2.7% | $93.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 575.48K | -2.4% | $84.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 575.48K | -2.4% | $84.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 322.88K | -1.0% | $47.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 322.88K | -1.0% | $47.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 255.17K | -3.5% | $37.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 255.17K | -3.5% | $37.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 145.72K | +3.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 145.72K | +3.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 127.42K | +4.1% | $18.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 119.15K | -5.9% | $17.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 119.15K | -5.9% | $17.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 95.55K | +8.7% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 82.71K | +22.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 76.80K | +2.5% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 41.75K | -11.9% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 39.06K | +3.9% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 32.78K | +8.8% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 30.68K | +2.3% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 16.24K | +1.2% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 16.24K | +1.2% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.48K | +0.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 12.06K | +41.7% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 11.73K | +1.9% | $1.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Stifel Financial Corp | 10.01K | +6.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 7.10K | 0.0% | $1.04M | 0.0% | Held | 4 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 6.43K | 0.0% | $941,175 | 0.0% | Held | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 5.82K | +23.9% | $851,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 4.88K | -22.8% | $713,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 4.41K | -7.1% | $644,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 2.85K | -3.2% | $416,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 2.42K | 0.0% | $353,654 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.26K | -11.5% | $330,693 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.01K | -1.9% | $293,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 2.01K | -1.9% | $293,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 1.51K | -49.9% | $220,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 1.49K | 新增 | $217,411 | 0.0% | New | 1 | SEC ↗ |
| 45 | Mariner, LLC | 1.39K | 新增 | $203,907 | 0.0% | New | 1 | SEC ↗ |
| 46 | Brown Advisory Inc | 1.39K | 新增 | $203,136 | 0.0% | New | 1 | SEC ↗ |
| 47 | Citigroup Inc | 566 | -42.0% | $82,782 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 64 | -76.3% | $9,406 | 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
| Mercer Global Advisors Inc… | $217,411 | 0.0% |
| Mariner, LLC | $203,907 | 0.0% |
| Brown Advisory Inc | $203,136 | 0.0% |
已清仓
| Bnp Paribas Financial Markets | $2.57M | 曾为 0.0% |
| Pnc Financial Services Group… | $6,028 | 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): 137 持有人, 5.95M 股份, $755.04M 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