证券记录
TDI
名称等待档案录入
14被追踪持有人
+6Δ持有人
3.51M持有股份
$157.74M报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 14 | +6 | 3.51M | $157.74M | +8 | −2 |
| Q1 2026 | 8 | +2 | 1.15M | $47.31M | +3 | −1 |
| Q4 2025 | 6 | 0 | 175.19K | $6.78M | — | — |
| Q3 2025 | 1 | -1 | 2.51K | $93,612 | — | −1 |
| Q2 2025 | 1 | 0 | 22.38K | $760,829 | — | — |
| Q1 2025 | 1 | 0 | 81.34K | $2.43M | — | — |
| Q4 2024 | 1 | +1 | 20.44K | $563,045 | +1 | — |
| Q2 2024 | 1 | — | 31.99K | $936,086 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.42M | +108.8% | $64.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.06M | +351.3% | $47.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.06M | +351.3% | $47.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 268.80K | 新增 | $12.08M | 0.0% | New | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 244.51K | +41.5% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 156.12K | 新增 | $7.01M | 0.0% | New | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 153.38K | 新增 | $6.89M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 115.21K | 新增 | $5.18M | 0.0% | New | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 49.78K | +76.1% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 29.12K | +9.4% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 6.15K | 新增 | $276,416 | 0.0% | New | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 2.72K | 新增 | $122,013 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.89K | -20.6% | $84,996 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.75K | 新增 | $78,101 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 186 | 新增 | $8,356 | 0.0% | New | 1 | 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
| Mml Investors Services, Llc | $12.08M | 0.0% |
| Envestnet Asset Management Inc | $7.01M | 0.0% |
| Rockefeller Capital… | $6.89M | 0.0% |
| Citadel Advisors | $5.18M | 0.0% |
| Goldman Sachs Group | $276,416 | 0.0% |
| Pnc Financial Services Group… | $122,013 | 0.0% |
| JPMorgan Chase | $78,101 | 0.0% |
| Northwestern Mutual Wealth… | $8,356 | 0.0% |
已清仓
| Royal Bank Of Canada | $32,000 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $2,722 | 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): 30 持有人, 1.72M 股份, $69.26M 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