证券记录 · 已归档季度
SCHY
名称等待档案录入
34被追踪持有人
+2Δ持有人
3.77M持有股份
$119.38M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 +13.0% ·
净新建仓位 +5.9%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 515.07K | $15.16M | n/a | n/a |
| Q2 2026 | 36 | +3 | 4.24M | $133.66M | +7 | −4 |
| Q1 2026 | 34 | +2 | 3.77M | $119.38M | +4 | −2 |
| Q4 2025 | 33 | 0 | 3.38M | $100.89M | n/a | n/a |
| Q3 2025 | 5 | 0 | 116.05K | $3.24M | n/a | n/a |
| Q2 2025 | 2 | -1 | 45.46K | $1.24M | n/a | −1 |
| Q1 2025 | 1 | 0 | 26.57K | $674,372 | n/a | n/a |
| Q4 2024 | 1 | +1 | 29.27K | $676,676 | +1 | n/a |
| Q2 2024 | 1 | n/a | 88.61K | $2.09M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 581.84K | -0.5% | $18.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Jane Street Group, Llc | 489.15K | -18.5% | $15.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 466.61K | +35.3% | $14.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 438.49K | +7.1% | $13.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 416.22K | +1.4% | $13.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 179.73K | +41.0% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 163.56K | +22.6% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 139.83K | +107.8% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 129.78K | +10.8% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 110.23K | +39.7% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | JPMorgan Chase ✦ | 77.29K | +1323.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Wealth Enhancement Advisory… | 73.27K | -18.9% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 62.21K | +12.3% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 61.79K | +51.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 53.46K | +49.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 50.77K | +54.7% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 48.57K | +137.8% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 46.97K | +3.6% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 42.50K | +81.9% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Morgan Stanley ✦ | 35.20K | -0.8% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Corient Private Wealth LP | 33.83K | +105.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 12.99K | +17.9% | $411,344 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Sei Investments Co | 11.37K | +4.4% | $359,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 11.26K | +113.0% | $356,627 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 8.30K | 新增 | $262,709 | 0.0% | New | 1 | SEC ↗ |
| 26 | UBS Group AG | 8.13K | +16.2% | $257,522 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 6.59K | +947.1% | $208,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 5.79K | -65.6% | $183,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 2.69K | +178.5% | $85,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 1.72K | -17.2% | $54,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 1.41K | 新增 | $44,514 | 0.0% | New | 1 | SEC ↗ |
| 32 | Simplex Trading, Llc | 212 | 新增 | $6,711 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 35 | 新增 | $1,108 | 0.0% | New | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 1 | -75.0% | $45 | 0.0% | ▼ Trim | 2 | 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
| Mercer Global Advisors Inc… | $262,709 | 0.0% |
| Rockefeller Capital… | $44,514 | 0.0% |
| Simplex Trading, Llc | $6,711 | 0.0% |
| Pnc Financial Services Group… | $1,108 | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $216,076 | 曾为 0.0% |
| Franklin Resources Inc | $48,756 | 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): 193 持有人, 15.05M 股份, $469.27M 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。
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