证券记录 · 已归档季度
TAIL
名称等待档案录入
17被追踪持有人
+1Δ持有人
5.67M持有股份
$60.28M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -11.0% ·
净新建仓位 +5.9%
— 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 | 17 | +1 | 5.67M | $60.28M | +3 | −2 |
| Q1 2026 | 16 | 0 | 6.37M | $74.64M | +3 | −3 |
| Q4 2025 | 16 | 0 | 5.01M | $57.52M | +1 | −1 |
| Q3 2025 | 2 | -1 | 71.10K | $841,083 | — | −1 |
| Q2 2025 | 1 | 0 | 80.16K | $961,130 | — | — |
| Q1 2025 | 1 | 0 | 16.16K | $190,318 | — | — |
| Q4 2024 | 1 | 0 | 40.17K | $449,859 | — | — |
| Q3 2024 | 1 | +1 | 29.75K | $358,524 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.43M | +5.2% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Focus Partners Wealth | 1.35M | -4.2% | $14.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.02M | -46.9% | $10.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.02M | -46.9% | $10.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 990.98K | -2.9% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 288.78K | +41.4% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 288.78K | +41.4% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 189.69K | +91.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 117.70K | +85.9% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 110.51K | -39.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 78.27K | +21.5% | $832,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 31.19K | 新增 | $331,582 | 0.0% | New | 1 | SEC ↗ |
| 13 | National Bank Of Canada /Fi/ | 23.63K | 新增 | $251,155 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 15.53K | +49.2% | $165,053 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 10.00K | 0.0% | $106,300 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 6.03K | 新增 | $64,141 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.56K | +0.1% | $27,167 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.56K | +0.1% | $27,167 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Royal Bank Of Canada | 400 | 0.0% | $4,000 | 0.0% | Held | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 42 | -95.8% | $450 | 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
| Jane Street Group, Llc | $331,582 | 0.0% |
| National Bank Of Canada /Fi/ | $251,155 | 0.0% |
| Rockefeller Capital… | $64,141 | 0.0% |
已清仓
| Hrt Financial Lp | $189,000 | 曾为 0.0% |
| Simplex Trading, Llc | $10,035 | 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): 50 持有人, 9.58M 股份, $110.90M 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