证券记录 · 已归档季度
TLTD
名称等待档案录入
27被追踪持有人
+6Δ持有人
4.83M持有股份
$453.79M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +28.6% ·
股份流向 -0.2% ·
净新建仓位 +20.0%
· 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 | 2.82K | $280,040 | n/a | −1 |
| Q2 2026 | 29 | +2 | 5.13M | $502.97M | +4 | −2 |
| Q1 2026 | 27 | +6 | 4.83M | $453.79M | +7 | −1 |
| Q4 2025 | 21 | 0 | 4.84M | $448.49M | n/a | n/a |
| Q3 2025 | 3 | 0 | 111.77K | $9.92M | n/a | n/a |
| Q2 2025 | 1 | n/a | 630 | $52,570 | n/a | n/a |
| Q4 2024 | 1 | 0 | 18.27K | $1.26M | n/a | n/a |
| Q3 2024 | 1 | 0 | 23.30K | $1.75M | n/a | n/a |
| Q2 2024 | 1 | n/a | 57.82K | $4.04M | 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 | Northern Trust Corp | 3.85M | -1.2% | $361.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Envestnet Asset Management Inc | 371.24K | -14.8% | $34.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 128.45K | +5.1% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 108.51K | -25.5% | $10.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Creative Planning | 64.75K | 新增 | $6.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 63.33K | -3.1% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 50.29K | +1.5% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Jane Street Group, Llc | 43.83K | 新增 | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 36.08K | -2.1% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 19.59K | +1.7% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 15.64K | 新增 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.47K | +0.8% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 8.25K | 新增 | $775,587 | 0.0% | New | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.21K | +10.9% | $771,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Corient Private Wealth LP | 8.17K | -50.0% | $767,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 8.09K | 新增 | $760,736 | 0.0% | New | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 7.32K | -1.4% | $688,366 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Blair William & Co/Il | 5.78K | -0.6% | $542,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 5.36K | +18.5% | $503,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 3.90K | 新增 | $370,095 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 2.93K | 0.0% | $275,599 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 2.63K | 0.0% | $247,556 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.94K | +4.0% | $182,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 884 | 0.0% | $83,000 | 0.0% | Held | 2 | SEC ↗ |
| 25 | UBS Group AG | 765 | 0.0% | $71,901 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 592 | 0.0% | $55,645 | 0.0% | Held | 4 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 146 | 新增 | $13,722 | 0.0% | New | 1 | 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
| Creative Planning | $6.09M | 0.0% |
| Jane Street Group, Llc | $4.12M | 0.0% |
| Goldman Sachs Group | $1.47M | 0.0% |
| Citadel Advisors | $775,587 | 0.0% |
| Bank Of Montreal /Can/ | $760,736 | 0.0% |
| Wealth Enhancement Advisory… | $370,095 | 0.0% |
| UBS AM, a distinct business… | $13,722 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $229,228 | 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): 82 持有人, 5.85M 股份, $546.45M 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