证券记录 · 已归档季度
STPZ
名称等待档案录入
33被追踪持有人
-1Δ持有人
3.67M持有股份
$196.22M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -2.9% ·
股份流向 +23.0% ·
净新建仓位 -3.0%
— 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 | -1 | 3.67M | $196.22M | +1 | −2 |
| Q1 2026 | 35 | -1 | 2.99M | $161.66M | +2 | −3 |
| Q4 2025 | 36 | +1 | 2.97M | $159.19M | +1 | — |
| Q3 2025 | 4 | -1 | 678.54K | $36.76M | — | −1 |
| Q2 2025 | 2 | 0 | 18.05K | $971,215 | — | — |
| Q1 2025 | 1 | 0 | 49.56K | $2.68M | — | — |
| Q4 2024 | 1 | 0 | 108.37K | $5.67M | — | — |
| Q3 2024 | 1 | 0 | 24.82K | $1.31M | — | — |
| Q2 2024 | 1 | — | 45.64K | $2.36M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 999.71K | +54.5% | $53.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 999.71K | +54.5% | $53.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 999.71K | +54.5% | $53.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of Nova Scotia | 512.31K | +82.6% | $27.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 497.96K | +8.2% | $26.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 497.96K | +8.2% | $26.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 497.96K | +8.2% | $26.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 260.84K | +19.9% | $13.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 217.20K | -11.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 217.20K | -11.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 217.20K | -11.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 217.20K | -11.9% | $11.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 181.29K | +3.6% | $9.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Royal Bank Of Canada | 149.19K | +1.7% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 149.19K | +1.7% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 149.19K | +1.7% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 149.19K | +1.7% | $7.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 144.47K | +16.6% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 144.47K | +16.6% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 83.55K | +3.9% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 83.07K | +24.3% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 80.41K | +90.9% | $4.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 66.22K | +277.5% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 64.20K | -29.8% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 51.18K | -19.8% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 48.45K | -21.9% | $2.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 46.28K | +54.6% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 42.14K | -1.5% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 32.69K | -6.7% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 32.69K | -6.7% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 21.21K | -22.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 21.21K | -22.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 18.73K | +10.6% | $999,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 16.94K | +18.7% | $903,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 13.59K | +148.6% | $724,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 11.94K | +1.8% | $636,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 9.12K | +31.7% | $486,617 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.80K | -78.2% | $309,601 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 5.60K | -0.1% | $298,863 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 4.59K | +1.0% | $244,646 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Manufacturers Life Insurance… | 3.84K | -70.1% | $204,932 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 765 | -69.1% | $40,805 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 645 | 0.0% | $34,404 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 101 | 新增 | $5,373 | 0.0% | New | 1 | SEC ↗ |
| 45 | Assetmark, Inc | 13 | 0.0% | $693 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 4 | -20.0% | $213 | 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
| Russell Investments Group… | $5,373 | 0.0% |
已清仓
| Susquehanna International… | $1.15M | 曾为 0.0% |
| Fidelity (FMR) | $161 | 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): 113 持有人, 5.38M 股份, $290.76M 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