证券记录
SGDM
名称等待档案录入
30被追踪持有人
-1Δ持有人
1.47M持有股份
$91.87M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -3.2% ·
股份流向 -11.5% ·
净新建仓位 -3.3%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 30 | -1 | 1.47M | $91.87M | +2 | −3 |
| Q1 2026 | 32 | +6 | 1.66M | $125.32M | +7 | −1 |
| Q4 2025 | 26 | -1 | 1.67M | $114.12M | — | −1 |
| Q3 2025 | 3 | 0 | 296.57K | $18.39M | — | — |
| Q2 2025 | 2 | +1 | 24.75K | $1.12M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 238.95K | -26.3% | $15.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 238.95K | -26.3% | $15.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 238.95K | -26.3% | $15.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 233.66K | +7.7% | $14.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 233.66K | +7.7% | $14.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Captrust Financial Advisors | 191.18K | +1.4% | $12.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 121.14K | +6.4% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 111.83K | +1.9% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 111.83K | +1.9% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 103.80K | +18.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 103.80K | +18.1% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 84.03K | +0.7% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 84.03K | +0.7% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 63.41K | -25.7% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 63.41K | -25.7% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 63.41K | -25.7% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 57.20K | -18.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 57.20K | -18.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 57.20K | -18.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 57.20K | -18.5% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 52.51K | -17.9% | $3.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 43.62K | +70.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jane Street Group, Llc | 30.80K | -7.9% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 34.26K | +12.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 27.31K | -3.9% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 16.94K | -44.7% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 9.99K | 新增 | $628,386 | 0.0% | New | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 9.78K | -88.2% | $614,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 7.82K | +36.4% | $492,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Belvedere Trading LLC | 5.92K | +342.4% | $372,190 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 5.86K | -85.0% | $368,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4.09K | -4.7% | $257,225 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 4.02K | 0.0% | $252,732 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 3.52K | 0.0% | $221,330 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 3.33K | -17.1% | $209,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 768 | 新增 | $48,284 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 511 | +0.6% | $32,132 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 320 | +30.6% | $20,122 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 60 | 0.0% | $3,771 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Simplex Trading, Llc | 57 | -96.3% | $3,583 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 17 | 0.0% | $1,069 | 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
| D. E. Shaw & Co. | $628,386 | 0.0% |
| Qube Research & Technologies… | $48,284 | 0.0% |
已清仓
| Hrt Financial Lp | $585,000 | 曾为 0.0% |
| Mariner, LLC | $417,274 | 曾为 0.0% |
| Marshall Wace | $324,682 | 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): 122 持有人, 2.65M 股份, $198.74M 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