证券记录
SMLV
名称等待档案录入
28被追踪持有人
+1Δ持有人
383.01K持有股份
$60.27M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 0.0% ·
净新建仓位 0.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 28 | +1 | 383.01K | $60.27M | +3 | −3 |
| Q1 2026 | 28 | -1 | 387.03K | $53.04M | +1 | −2 |
| Q4 2025 | 29 | +2 | 377.83K | $49.54M | +2 | — |
| Q3 2025 | 5 | 0 | 71.32K | $9.25M | — | — |
| Q2 2025 | 3 | 0 | 54.13K | $6.77M | — | — |
| Q1 2025 | 2 | 0 | 56.97K | $7.00M | — | — |
| Q4 2024 | 2 | +1 | 52.27K | $6.67M | +1 | — |
| Q3 2024 | 1 | 0 | 8.80K | $1.09M | +1 | −1 |
| Q2 2024 | 1 | — | 9.71K | $1.07M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 76.60K | -7.4% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 61.98K | +1.4% | $9.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 58.20K | +1.4% | $9.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | UBS Group AG | 22.26K | +5.6% | $3.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 20.19K | -19.2% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 19.34K | +2.4% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 14.20K | -10.2% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 12.08K | +4.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 11.90K | +124.5% | $1.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | Royal Bank Of Canada | 11.81K | -45.5% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 11.53K | +3.6% | $1.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Pnc Financial Services Group, Inc. | 9.62K | +6.3% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 9.15K | +49.6% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 8.02K | +18.8% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 7.62K | +155.8% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citigroup Inc | 7.53K | +2.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 6.24K | -0.9% | $981,265 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 3.76K | -3.7% | $591,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 3.41K | -11.8% | $537,317 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 2.32K | 0.0% | $364,582 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 1.56K | 新增 | $244,857 | 0.0% | New | 1 | SEC ↗ |
| 22 | Creative Planning | 1.37K | 新增 | $215,748 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.27K | 新增 | $200,322 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 344 | 0.0% | $54,133 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 25 | Assetmark, Inc | 239 | 0.0% | $37,610 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 238 | +17.2% | $37,505 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Us Bancorp \De\ | 233 | 0.0% | $36,666 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | — | $124 | 0.0% | ▲ Add | 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
| Quantinno Capital Management… | $244,857 | 0.0% |
| Creative Planning | $215,748 | 0.0% |
| Stifel Financial Corp | $200,322 | 0.0% |
已清仓
| HighTower Advisors, LLC | $537,655 | 曾为 0.0% |
| Mariner, LLC | $249,112 | 曾为 0.0% |
| Blair William & Co/Il | $1,527 | 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): 94 持有人, 835.64K 股份, $102.70M 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