证券记录 · 已归档季度
SUSL
名称等待档案录入
35被追踪持有人
+1Δ持有人
2.79M持有股份
$315.22M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 +2.9% ·
股份流向 -7.1% ·
净新建仓位 +2.9%
· 公式
持有人分散化：持有人数增多，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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 201.17K | $27.50M | n/a | n/a |
| Q2 2026 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | n/a | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | n/a |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | n/a | n/a |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | n/a | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | n/a |
| Q2 2024 | 1 | n/a | 32.39K | $3.16M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 706.84K | -3.5% | $80.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 455.27K | -23.3% | $51.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 443.01K | -0.2% | $48.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Royal Bank Of Canada | 376.74K | +0.4% | $42.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Creative Planning | 205.36K | +1.4% | $23.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wealth Enhancement Advisory… | 202.16K | -20.6% | $23.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 62.27K | -31.3% | $7.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 52.00K | -6.8% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 37.36K | +43.4% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 32.03K | +118.7% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.46K | -4.1% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Quantinno Capital Management LP | 25.16K | 新增 | $2.86M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 23.72K | -4.3% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Northwestern Mutual Wealth… | 23.45K | -1.5% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 22.35K | -4.9% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 16.58K | +2.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 19.01K | -50.3% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Blair William & Co/Il | 8.43K | +4.6% | $958,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 7.93K | +3.0% | $900,414 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 6.79K | +74.9% | $751,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 4.00K | +145.4% | $454,183 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 3.73K | -18.9% | $423,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 2.85K | 0.0% | $323,199 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Citigroup Inc | 2.85K | +13.2% | $323,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.78K | -3.5% | $315,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 2.77K | 0.0% | $314,793 | 0.0% | Held | 4 | SEC ↗ |
| 27 | Captrust Financial Advisors | 2.62K | -2.6% | $297,379 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cwm, Llc | 2.62K | +20.2% | $297,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 2.60K | 新增 | $294,799 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.55K | -24.8% | $289,697 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Pnc Financial Services Group, Inc. | 2.31K | +3.6% | $262,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | National Bank Of Canada /Fi/ | 1.25K | 0.0% | $141,432 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 1.03K | 0.0% | $116,783 | 0.0% | Held | 2 | SEC ↗ |
| 34 | UBS Group AG | 299 | +806.1% | $33,967 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 75 | 0.0% | $8,520 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Quantinno Capital Management… | $2.86M | 0.0% |
| Jane Street Group, Llc | $294,799 | 0.0% |
已清仓
| Citadel Advisors | $1.03M | 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): 193 持有人, 5.37M 股份, $499.62M 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
持有该证券的受追踪机构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