证券记录 · 已归档季度
SSUS
名称等待档案录入
23被追踪持有人
+1Δ持有人
3.35M持有股份
$156.44M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 -11.6% ·
净新建仓位 +4.3%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 22 | +1 | 2.75M | $152.05M | +2 | −2 |
| Q1 2026 | 23 | +1 | 3.35M | $156.44M | +2 | −1 |
| Q4 2025 | 22 | 0 | 3.79M | $184.92M | +1 | −1 |
| Q3 2025 | 4 | +1 | 320.25K | $15.47M | +1 | — |
| Q2 2025 | 1 | -2 | 2.51K | $113,010 | — | −2 |
| Q1 2025 | 2 | -1 | 11.97K | $487,380 | — | −1 |
| Q4 2024 | 3 | +2 | 17.53K | $737,655 | +2 | — |
| Q3 2024 | 1 | 0 | 12.36K | $513,844 | — | — |
| Q2 2024 | 1 | — | 11.32K | $447,214 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.09M | -12.6% | $50.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 772.22K | -5.8% | $36.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cwm, Llc | 532.31K | -20.4% | $24.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 378.64K | -1.2% | $17.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 134.84K | -32.1% | $6.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 124.04K | -16.7% | $5.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 107.60K | -8.9% | $5.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 47.06K | +7.8% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 32.48K | -28.9% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 17.57K | -10.5% | $820,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 15.62K | +168.2% | $729,041 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Hrt Financial Lp | 15.39K | 新增 | $718,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 14.56K | 0.0% | $679,754 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 13.45K | +0.5% | $627,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.70K | -33.2% | $546,289 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 11.27K | 新增 | $525,912 | 0.0% | New | 1 | SEC ↗ |
| 17 | Creative Planning | 9.29K | 0.0% | $433,931 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 8.23K | +21.5% | $384,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 7.00K | 0.0% | $326,795 | 0.0% | Held | 2 | SEC ↗ |
| 20 | UBS Group AG | 1.70K | +194.3% | $79,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 1.40K | -32.7% | $65,523 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 782 | -87.4% | $35,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 759 | 0.0% | $35,434 | 0.0% | Held | 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
| Hrt Financial Lp | $718,000 | 0.0% |
| Citadel Advisors | $525,912 | 0.0% |
已清仓
| Citigroup Inc | $545,805 | 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): 66 持有人, 8.36M 股份, $385.81M 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