证券记录 · 已归档季度
SMDV
名称等待档案录入
37被追踪持有人
0Δ持有人
3.35M持有股份
$230.56M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.3% · 净新建仓位 0.0% · 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 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 | 1 | 0 | 26.03K | $1.88M | n/a | −1 |
| Q2 2026 | 35 | 0 | 3.36M | $258.51M | +1 | −2 |
| Q1 2026 | 37 | 0 | 3.35M | $230.56M | +2 | −2 |
| Q4 2025 | 37 | +1 | 3.43M | $226.70M | +1 | n/a |
| Q3 2025 | 6 | 0 | 1.04M | $69.30M | n/a | n/a |
| Q2 2025 | 3 | 0 | 41.63K | $2.71M | n/a | n/a |
| Q1 2025 | 2 | 0 | 47.01K | $3.08M | n/a | n/a |
| Q4 2024 | 2 | 0 | 22.69K | $1.54M | n/a | n/a |
| Q3 2024 | 2 | 0 | 34.03K | $2.36M | n/a | n/a |
| Q2 2024 | 2 | n/a | 42.88K | $2.66M | 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 | Morgan Stanley ✦ | 945.74K | -0.1% | $65.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | UBS Group AG | 418.75K | +1.6% | $28.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 320.81K | +0.8% | $22.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 290.71K | -0.9% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 277.19K | -0.7% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 246.12K | -1.6% | $16.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 201.56K | -3.5% | $13.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Baird Financial Group, Inc. | 136.50K | +2.9% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 79.18K | -7.3% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 54.74K | -6.2% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 52.87K | +9.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 42.71K | -0.2% | $2.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 37.97K | +64.8% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 35.81K | -64.2% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 35.32K | -0.3% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.15K | +4.4% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Two Sigma Investments ✦ | 26.70K | 0.0% | $1.84M | 0.0% | Held | 8 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 17.63K | -25.4% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 16.43K | +8.1% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 13.39K | -1.9% | $921,278 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 12.69K | -0.9% | $872,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 12.20K | +0.5% | $826,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 9.91K | 新增 | $681,852 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 7.86K | -40.2% | $540,893 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 6.11K | -59.5% | $420,511 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 6.11K | +8.9% | $420,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 5.06K | 0.0% | $347,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 3.37K | +2.1% | $231,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.02K | +41.1% | $139,037 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.00K | 0.0% | $68,790 | 0.0% | Held | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 982 | -46.1% | $66,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 735 | 0.0% | $50,560 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 573 | 0.0% | $39,417 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 536 | 新增 | $36,871 | 0.0% | New | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 203 | -21.0% | $13,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cwm, Llc | 54 | 0.0% | $3,715 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 3 | 0.0% | $206 | 0.0% | Held | 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
| Fifth Third Bancorp | $681,852 | 0.0% |
| Russell Investments Group… | $36,871 | 0.0% |
已清仓
| Fisher Asset Management | $581,504 | 曾为 0.0% |
| Jane Street Group, Llc | $232,866 | 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): 130 持有人, 4.94M 股份, $334.78M 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
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