证券记录 · 已归档季度
TIPZ
名称等待档案录入
17被追踪持有人
-2Δ持有人
475.76K持有股份
$25.28M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -10.5% ·
股份流向 -8.6% ·
净新建仓位 -11.8%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 472.31K | $24.71M | +1 | −3 |
| Q1 2026 | 17 | -2 | 475.76K | $25.28M | — | −2 |
| Q4 2025 | 19 | 0 | 520.73K | $27.27M | — | — |
| Q3 2025 | 5 | 0 | 107.91K | $5.80M | — | — |
| Q2 2025 | 2 | 0 | 8.63K | $459,634 | — | — |
| Q1 2025 | 1 | 0 | 75.49K | $4.07M | — | — |
| Q4 2024 | 1 | 0 | 47.40K | $2.46M | — | — |
| Q3 2024 | 1 | +1 | 34.28K | $1.85M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 145.27K | +6.0% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 71.59K | +3.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 71.59K | +3.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 70.06K | -0.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 70.06K | -0.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 44.93K | -7.2% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 44.93K | -7.2% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 38.62K | -4.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 38.62K | -4.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 30.37K | -12.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 30.37K | -12.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 18.39K | 0.0% | $977,085 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.52K | -68.8% | $718,240 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Jane Street Group, Llc | 10.36K | -42.8% | $550,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 6.60K | -0.5% | $350,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 6.18K | -28.1% | $328,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 6.00K | 0.0% | $318,840 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 5.53K | +16.5% | $291,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 4.27K | -51.9% | $227,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 3.94K | -19.5% | $209,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 126 | 0.0% | $6,696 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 0.0% | $53 | 0.0% | Held | 4 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Northwestern Mutual Wealth… | $18,748 | 曾为 0.0% |
| UBS Group AG | $6,860 | 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): 36 持有人, 725.14K 股份, $37.92M 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: Q1 2026 ·
方法论 ·
通过API获取此数据