证券记录 · 已归档季度
SPIP
名称等待档案录入
45被追踪持有人
+3Δ持有人
16.46M持有股份
$428.05M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +2.8% ·
净新建仓位 +6.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.58M | +12.2% | $119.18M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 3.67M | -1.9% | $95.50M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Charles Schwab Investment… | 2.91M | -3.4% | $75.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 825.94K | -1.2% | $21.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 825.94K | -1.2% | $21.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 749.96K | +4.3% | $19.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 693.51K | -14.8% | $18.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 693.51K | -14.8% | $18.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 693.51K | -14.8% | $18.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 444.82K | +27.3% | $11.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 409.42K | -1.2% | $10.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 387.98K | -28.7% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 387.98K | -28.7% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 387.98K | -28.7% | $10.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 336.74K | +1.1% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 336.74K | +1.1% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Financial Engines Advisors L.L.C. | 184.06K | +11.3% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 164.96K | -4.4% | $4.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 128.64K | +1.3% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 128.64K | +1.3% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 128.64K | +1.3% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 119.07K | +67.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 119.07K | +67.0% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 115.26K | +3.5% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 115.26K | +3.5% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 85.98K | +169.6% | $2.24M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | Truist Financial Corp | 83.69K | -6.3% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 57.14K | +18.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 50.30K | 新增 | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 42.67K | 新增 | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 41.79K | -4.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 41.79K | -4.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Hrt Financial Lp | 39.76K | 新增 | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 38.41K | -7.7% | $999,170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 37.98K | 0.0% | $987,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 37.78K | 新增 | $982,606 | 0.0% | New | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 36.57K | -19.7% | $951,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 36.57K | -19.7% | $951,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 36.57K | -19.7% | $951,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 36.57K | -19.7% | $951,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 31.00K | 0.0% | $806,258 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Creative Planning | 30.37K | +39.1% | $789,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 23.53K | +9.6% | $611,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | UBS Group AG | 23.48K | +17.9% | $610,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | UBS Group AG | 23.48K | +17.9% | $610,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | UBS Group AG | 23.48K | +17.9% | $610,793 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 16.66K | -14.6% | $433,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 15.37K | +7.6% | $399,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 14.59K | -17.5% | $379,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 4.97K | -38.9% | $128,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 4.04K | 0.0% | $105,210 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 3.52K | +71.5% | $91,483 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.99K | -2.5% | $77,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Us Bancorp \De\ | 1.94K | -25.6% | $50,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 1.87K | -11.4% | $48,717 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 1.47K | 0.0% | $38,183 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Citigroup Inc | 1.09K | -43.0% | $28,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 242 | 0.0% | $6,294 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 104 | -11.9% | $2,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 42 | +82.6% | $1,092 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 15 | -11.8% | $390 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $1.31M | 0.0% |
| Susquehanna International… | $1.11M | 0.0% |
| Hrt Financial Lp | $1.03M | 0.0% |
| Fifth Third Bancorp | $982,606 | 0.0% |
已清仓
| Franklin Resources Inc | $2,413 | 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): 207 持有人, 25.41M 股份, $653.66M 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