证券记录 · 已归档季度
SSO
名称等待档案录入
33被追踪持有人
-2Δ持有人
2.38M持有股份
$159.68M报告持仓市值
+4新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -5.7% ·
股份流向 +30.0% ·
净新建仓位 -6.1%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 33 | -2 | 2.38M | $159.68M | +4 | −6 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | — |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | — | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | — |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | — | — |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | — | — |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | — | −1 |
| Q2 2024 | 2 | — | 423.43K | $34.98M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 878.20K | +3013.8% | $59.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 321.45K | +12.9% | $21.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 249.62K | -0.4% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 153.47K | 0.0% | $10.34M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 118.60K | -14.9% | $7.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 99.05K | -1.8% | $6.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Creative Planning | 58.94K | -2.9% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 51.85K | 新增 | $3.49M | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 50.29K | -13.3% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 50.29K | -13.3% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 48.76K | +68.0% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 44.47K | -2.8% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 39.94K | -36.1% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 39.20K | -7.9% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 33.96K | +23.1% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Alliancebernstein L.P. | 40.00K | -5.9% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 23.55K | +0.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 23.38K | +217.0% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 20.77K | 0.0% | $1.43M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 20.34K | -10.4% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 12.98K | -3.4% | $874,690 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 11.74K | -76.4% | $791,176 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Tudor Investment Corp Et Al | 7.38K | -17.9% | $497,467 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 7.04K | -81.7% | $474,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | IMC-Chicago, LLC | 6.42K | 新增 | $432,445 | 0.0% | New | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 4.12K | -28.8% | $278,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Nuveen, LLC | 3.97K | 新增 | $267,432 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cerity Partners LLC | 3.60K | 新增 | $242,412 | 0.0% | New | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.38K | 0.0% | $160,364 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.95K | +219.7% | $131,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 1.49K | +43.1% | $95,857 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.34K | +1190.4% | $90,436 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.34K | +1190.4% | $90,436 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1 | -50.0% | $83 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 1 | 0.0% | $48 | 0.0% | Held | 5 | 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
| Renaissance Technologies | $3.49M | 0.0% |
| IMC-Chicago, LLC | $432,445 | 0.0% |
| Nuveen, LLC | $267,432 | 0.0% |
| Cerity Partners LLC | $242,412 | 0.0% |
已清仓
| Hrt Financial Lp | $4.49M | 曾为 0.0% |
| Squarepoint Ops LLC | $1.74M | 曾为 0.0% |
| Susquehanna International… | $678,383 | 曾为 0.0% |
| Jane Street Group, Llc | $578,773 | 曾为 0.0% |
| Qube Research & Technologies… | $112,165 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $1,556 | 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): 214 持有人, 10.18M 股份, $513.89M 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