证券记录 · 已归档季度
SELF
名称等待档案录入
27被追踪持有人
-1Δ持有人
1.79M持有股份
$9.37M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 +5.6% ·
净新建仓位 -3.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 27 | -1 | 1.79M | $9.37M | +1 | −2 |
| Q1 2026 | 28 | +4 | 1.69M | $8.66M | +7 | −3 |
| Q4 2025 | 24 | +1 | 1.56M | $7.96M | +1 | — |
| Q3 2025 | 9 | +1 | 1.20M | $6.02M | +1 | — |
| Q2 2025 | 7 | 0 | 1.01M | $5.40M | — | — |
| Q1 2025 | 4 | 0 | 367.55K | $1.85M | — | — |
| Q4 2024 | 4 | -1 | 373.85K | $1.99M | — | −1 |
| Q3 2024 | 4 | 0 | 366.55K | $1.91M | — | — |
| Q2 2024 | 4 | — | 386.87K | $1.88M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 434.49K | +1.0% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 397.50K | +34.9% | $2.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 397.50K | +34.9% | $2.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 397.50K | +34.9% | $2.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 397.50K | +34.9% | $2.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 198.07K | -8.4% | $1.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Geode Capital Management ✦ (被动) | 143.25K | -0.7% | $750,799 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 8 | Geode Capital Management ✦ (被动) | 143.25K | -0.7% | $750,799 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 130.92K | 0.0% | $686,011 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 130.92K | 0.0% | $686,011 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 77.80K | +6.4% | $407,692 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 77.80K | +6.4% | $407,692 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 77.80K | +6.4% | $407,692 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 57.90K | -5.3% | $303,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 57.90K | -5.3% | $303,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 57.90K | -5.3% | $303,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 46.03K | +12.4% | $241,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 46.03K | +12.4% | $241,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 36.27K | +36.7% | $190,060 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (被动) | 31.58K | 0.0% | $165,479 | 0.0% | Held | 7 | SEC ↗ |
| 21 | Cetera Investment Advisers | 28.45K | -34.5% | $149,088 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 28.17K | +0.7% | $147,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 27.61K | 新增 | $144,697 | 0.0% | New | 1 | SEC ↗ |
| 24 | Man Group plc | 26.73K | +7.1% | $140,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 25.43K | +0.2% | $133,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 23.24K | +3.0% | $121,799 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 23.24K | +3.0% | $121,799 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 19.97K | 0.0% | $105,000 | 0.0% | Held | 9 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 17.27K | 0.0% | $88,255 | 0.0% | Held | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 13.48K | +77.1% | $69,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Barclays Plc | 10.58K | +0.5% | $55,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Barclays Plc | 10.58K | +0.5% | $55,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 5.72K | +0.7% | $30,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 5.72K | +0.7% | $30,002 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Simplex Trading, Llc | 4.61K | -30.3% | $24,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.90K | 0.0% | $9,956 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 800 | -20.3% | $4,144 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 662 | +62.2% | $3,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 400 | 0.0% | $2,096 | 0.0% | Held | 5 | SEC ↗ |
| 40 | Citigroup Inc | 140 | -97.5% | $734 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $144,697 | 0.0% |
已清仓
| Susquehanna International… | $121,511 | 曾为 0.0% |
| Royal Bank Of Canada | $2,000 | 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): 54 持有人, 3.13M 股份, $15.78M 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。
公开市场买入 (P)
Aug 24
WINMILL & CO. INC
Other · 8.02K 股 @ 5.62 · $45,046
Aug 21
WINMILL & CO. INC
Other · 7.12K 股 @ 5.45 · $38,805
Aug 20
WINMILL & CO. INC
Other · 6.90K 股 @ 5.42 · $37,417
Aug 19
WINMILL & CO. INC
Other · 6.88K 股 @ 5.40 · $37,163
Aug 18
WINMILL & CO. INC
Other · 5.74K 股 @ 5.32 · $30,507
Aug 17
WINMILL & CO. INC
Other · 7.12K 股 @ 5.33 · $37,936
Aug 14
WINMILL & CO. INC
Other · 6.03K 股 @ 5.23 · $31,511
Aug 13
BURKE RUSSELL E III
Director · 1.62K 股 @ 5.21 · $8,459
Aug 13
WINMILL & CO. INC
Other · 5.63K 股 @ 5.20 · $29,277
Aug 12
WINMILL & CO. INC
Other · 6.25K 股 @ 5.15 · $32,192
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: Q2 2026 ·
方法论 ·
通过API获取此数据