证券记录 · 已归档季度
SRVR
名称等待档案录入
32被追踪持有人
-4Δ持有人
6.53M持有股份
$203.74M报告持仓市值
+0新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 -18.9% ·
净新建仓位 -12.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | -1 | 6.63M | $210.74M | +2 | −3 |
| Q1 2026 | 32 | -4 | 6.53M | $203.74M | — | −4 |
| Q4 2025 | 36 | -1 | 8.04M | $230.32M | — | −1 |
| Q3 2025 | 7 | +2 | 691.12K | $21.89M | +2 | — |
| Q2 2025 | 3 | -1 | 39.72K | $1.28M | — | −1 |
| Q1 2025 | 2 | +1 | 27.82K | $816,370 | +1 | — |
| Q4 2024 | 1 | 0 | 19.89K | $596,242 | — | — |
| Q3 2024 | 1 | 0 | 9.79K | $314,747 | — | — |
| Q2 2024 | 1 | — | 9.53K | $260,660 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.38M | -21.1% | $74.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 1.22M | +0.8% | $38.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 771.02K | -40.2% | $24.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 478.19K | +11.0% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 471.26K | -14.3% | $14.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 348.58K | +12.4% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 158.50K | -7.7% | $4.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 113.96K | -8.5% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 107.85K | -0.5% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 94.47K | -22.4% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Franklin Resources Inc | 84.39K | -13.6% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jane Street Group, Llc | 54.58K | +42.3% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 49.68K | -39.5% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 48.52K | -12.9% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 37.03K | +73.3% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 18.81K | +3.1% | $587,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 16.32K | -90.5% | $509,542 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 15.37K | -4.4% | $480,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 13.07K | -3.4% | $408,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 12.86K | -47.5% | $401,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 12.70K | +15.2% | $396,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 12.60K | -44.6% | $393,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 1.11K | -10.8% | $34,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 273 | -89.0% | $8,529 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 168 | +10.5% | $5,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Simplex Trading, Llc | 163 | +715.0% | $5,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 71 | +24.6% | $2,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 62 | 0.0% | $1,929 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 47 | -20.3% | $1,467 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 37 | 0.0% | $1,155 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 4 | 0.0% | $125 | 0.0% | Held | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3 | -76.9% | $91 | 0.0% | ▼ Trim | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $3.16M | 曾为 0.0% |
| Wealth Enhancement Advisory… | $409,905 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $103,165 | 曾为 0.0% |
| Jones Financial Companies Lllp | $1,317 | 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): 103 持有人, 7.79M 股份, $229.94M 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