证券记录 · 已归档季度
SSUS
名称等待档案录入
22被追踪持有人
+1Δ持有人
2.75M持有股份
$152.05M报告持仓市值
+2新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +4.8% ·
股份流向 -2.0% ·
净新建仓位 0.0%
— 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 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 943.34K | -13.6% | $52.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 747.91K | -3.1% | $41.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 379.53K | +0.2% | $20.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 125.54K | -6.9% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 119.35K | 新增 | $6.60M | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 115.14K | -7.2% | $6.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 105.30K | -2.1% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 47.91K | +1.8% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 44.25K | +36.2% | $2.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 22.71K | +45.4% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 17.01K | +45.4% | $940,757 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 16.07K | -8.5% | $888,555 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 14.56K | 0.0% | $805,333 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 10.68K | -5.2% | $590,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Creative Planning | 9.08K | -2.3% | $502,270 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 7.57K | +8.1% | $418,475 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 7.34K | 新增 | $405,754 | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.01K | -14.9% | $387,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Hrt Financial Lp | 5.33K | -65.3% | $295,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 1.40K | 0.0% | $77,628 | 0.0% | Held | 5 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 782 | 0.0% | $42,815 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 759 | 0.0% | $41,980 | 0.0% | Held | 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
| Ameriprise Financial Inc | $6.60M | 0.0% |
| Cetera Investment Advisers | $405,754 | 0.0% |
已清仓
| HighTower Advisors, LLC | $627,764 | 曾为 0.0% |
| UBS Group AG | $79,271 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据