证券记录 · 已归档季度
SABA
名称等待档案录入
20被追踪持有人
+3Δ持有人
3.47M持有股份
$28.85M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +17.6% ·
股份流向 -5.2% ·
净新建仓位 +15.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 16 | -3 | 3.64M | $30.43M | +1 | −4 |
| Q1 2026 | 20 | +3 | 3.47M | $28.85M | +5 | −2 |
| Q4 2025 | 17 | 0 | 3.66M | $30.17M | — | — |
| Q3 2025 | 1 | -2 | 395.33K | $3.61M | — | −2 |
| Q2 2025 | 2 | -1 | 29.66K | $272,557 | — | −1 |
| Q1 2025 | 2 | +2 | 48.68K | $423,516 | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 1.07M | 新增 | $8.92M | 0.0% | New | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.04M | +2.4% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 414.80K | -0.9% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 355.85K | -61.6% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 210.72K | -30.9% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 100.93K | -0.9% | $839,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 90.79K | +3.8% | $755,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 90.79K | +3.8% | $755,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 34.22K | -1.1% | $284,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 26.15K | +32.1% | $217,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 22.77K | +227.5% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.77K | +227.5% | $189,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 19.93K | -13.8% | $165,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 17.53K | -8.4% | $145,866 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.10K | 新增 | $125,632 | 0.0% | New | 1 | SEC ↗ |
| 18 | Hrt Financial Lp | 12.73K | 新增 | $105,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 11.94K | 新增 | $99,377 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 10.08K | -1.0% | $83,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 10.08K | -1.0% | $83,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 5.00K | -99.2% | $41,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.52K | -19.9% | $12,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.52K | -19.9% | $12,627 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 561 | 新增 | $4,668 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 110 | 0.0% | $915 | 0.0% | Held | 2 | 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
| Toronto Dominion Bank | $8.92M | 0.0% |
| Citadel Advisors | $125,632 | 0.0% |
| Hrt Financial Lp | $105,000 | 0.0% |
| Creative Planning | $99,377 | 0.0% |
| Pnc Financial Services Group… | $4,668 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $111,706 | 曾为 0.0% |
| Bank Of America Corp /De/ | $26,309 | 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): 86 持有人, 14.09M 股份, $116.89M 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