证券记录 · 已归档季度
SOR
名称等待档案录入
20被追踪持有人
-2Δ持有人
429.44K持有股份
$19.88M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -9.1% ·
股份流向 -3.0% ·
净新建仓位 -10.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 90.32K | -1.8% | $4.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | First Trust Advisors Lp | 74.53K | +4.4% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 68.32K | +12.3% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 58.96K | +16.0% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 31.92K | +4.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 24.80K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 21.31K | -4.4% | $987,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 13.94K | -7.7% | $645,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 12.65K | -4.2% | $586,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 6.83K | -22.0% | $316,574 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 6.80K | -4.6% | $315,068 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 5.48K | +4.5% | $253,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 4.32K | 新增 | $200,056 | 0.0% | New | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 3.59K | +15.9% | $166,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.77K | -5.7% | $123,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.32K | 0.0% | $58,725 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.00K | +1900.0% | $46,320 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 525 | 0.0% | $24,318 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cwm, Llc | 67 | 0.0% | $3,103 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 3 | -99.9% | $139 | 0.0% | ▼ Trim | 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
| Susquehanna International… | $200,056 | 0.0% |
已清仓
| Envestnet Asset Management Inc | $842,295 | 曾为 0.0% |
| Ameriprise Financial Inc | $533,263 | 曾为 0.0% |
| Fidelity (FMR) | $46 | 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, 1.47M 股份, $67.84M 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