证券记录
SDIV
名称等待档案录入
37被追踪持有人
0Δ持有人
4.73M持有股份
$115.59M报告持仓市值
+5新建仓位
−6清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +4.9% · 净新建仓位 -2.7% — 公式
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.08M | +1.5% | $26.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 585.03K | +15.4% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 551.87K | +3.4% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 415.27K | +1.0% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 392.22K | +52.5% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 217.92K | +1.2% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 187.12K | +9.9% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 184.05K | +18.1% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | UBS Group AG | 160.96K | +71.3% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Jones Financial Companies Lllp | 141.05K | +21.5% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 116.79K | +6.8% | $2.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 94.81K | -1.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 79.56K | +5.0% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | D. E. Shaw & Co. ✦ | 75.90K | 新增 | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 69.06K | +87.2% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Mml Investors Services, Llc | 67.81K | +22.9% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Sei Investments Co | 61.12K | +36.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 39.69K | +74.1% | $969,955 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 37.40K | -0.3% | $914,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 36.49K | -1.5% | $897,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 33.75K | -5.4% | $824,959 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 19.50K | 0.0% | $459,810 | 0.0% | Held | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 13.09K | -41.8% | $319,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 12.15K | 新增 | $297,055 | 0.0% | New | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 12.04K | 新增 | $294,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 11.44K | -34.3% | $279,702 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 8.78K | +79.5% | $214,669 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 8.78K | -55.8% | $214,608 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 5.66K | +26.4% | $138,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 3.92K | +2.2% | $95,707 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Allspring Global Investments… | 871 | 新增 | $21,335 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citigroup Inc | 700 | +75.0% | $17,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 618 | -49.5% | $15,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 443 | 0.0% | $10,827 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 330 | 新增 | $8,063 | 0.0% | New | 1 | SEC ↗ |
| 36 | Group One Trading Llc | 300 | 0.0% | $7,332 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 192 | 0.0% | $4,692 | 0.0% | Held | 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
| D. E. Shaw & Co. | $1.85M | 0.0% |
| Focus Partners Wealth | $297,055 | 0.0% |
| Hrt Financial Lp | $294,000 | 0.0% |
| Allspring Global Investments… | $21,335 | 0.0% |
| Russell Investments Group… | $8,063 | 0.0% |
已清仓
| Jane Street Group, Llc | $6.38M | 曾为 0.0% |
| Citadel Advisors | $1.24M | 曾为 0.0% |
| HighTower Advisors, LLC | $1.01M | 曾为 0.0% |
| Mariner, LLC | $466,123 | 曾为 0.0% |
| Qube Research & Technologies… | $226,961 | 曾为 0.0% |
| Mirae Asset Global… | $156,612 | 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): 117 持有人, 6.80M 股份, $163.04M 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