证券记录 · 已归档季度
SPEU
名称等待档案录入
31被追踪持有人
0Δ持有人
4.08M持有股份
$209.24M报告持仓市值
+5新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -20.6% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 0 | 2.79M | $153.02M | +3 | −3 |
| Q1 2026 | 31 | 0 | 4.08M | $209.24M | +5 | −5 |
| Q4 2025 | 31 | +1 | 5.14M | $268.00M | +1 | — |
| Q3 2025 | 5 | 0 | 1.01M | $50.55M | — | — |
| Q2 2025 | 2 | 0 | 16.27K | $788,500 | +1 | −1 |
| Q1 2025 | 1 | -1 | 284.52K | $12.52M | — | −1 |
| Q4 2024 | 2 | +1 | 334.77K | $13.34M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.21M | -50.3% | $61.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 873.84K | -1.5% | $44.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 731.15K | +21.1% | $37.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 731.15K | +21.1% | $37.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 317.15K | -12.8% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 292.94K | +0.6% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 292.94K | +0.6% | $15.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 180.16K | +181.7% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 76.97K | -25.6% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 76.97K | -25.6% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 73.17K | +13.5% | $3.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Charles Schwab Investment… | 66.12K | -2.8% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 44.02K | -8.7% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 44.02K | -8.7% | $2.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 38.23K | +3.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 38.23K | +3.0% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 32.35K | 0.0% | $1.66M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 30.13K | -2.2% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 27.38K | 新增 | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 12.00K | +70.2% | $595,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 12.00K | +70.2% | $595,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 9.43K | -43.8% | $483,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 9.21K | +5.9% | $471,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 9.15K | +39.8% | $468,971 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Captrust Financial Advisors | 8.62K | +21.4% | $441,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank Of Nova Scotia | 8.45K | 新增 | $432,978 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 7.85K | +17.2% | $388,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 5.75K | -38.5% | $294,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.59K | 新增 | $286,637 | 0.0% | New | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 4.56K | +0.2% | $233,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 4.40K | +0.9% | $225,302 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 3.94K | 新增 | $202,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.10K | 0.0% | $56,375 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 712 | 新增 | $36,483 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 560 | 0.0% | $28,694 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 377 | -28.5% | $19,317 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 169 | +0.6% | $8,640 | 0.0% | ▲ Add | 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
| Susquehanna International… | $1.40M | 0.0% |
| Bank Of Nova Scotia | $432,978 | 0.0% |
| Fifth Third Bancorp | $286,637 | 0.0% |
| Hrt Financial Lp | $202,000 | 0.0% |
| Northwestern Mutual Wealth… | $36,483 | 0.0% |
已清仓
| Citadel Advisors | $1.33M | 曾为 0.0% |
| Fisher Asset Management | $263,498 | 曾为 0.0% |
| Mml Investors Services, Llc | $263,113 | 曾为 0.0% |
| Mariner, LLC | $222,914 | 曾为 0.0% |
| Pnc Financial Services Group… | $5,312 | 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): 99 持有人, 5.81M 股份, $266.79M 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: Q1 2026 ·
方法论 ·
通过API获取此数据