证券记录 · 已归档季度
TLTW
名称等待档案录入
30被追踪持有人
0Δ持有人
13.51M持有股份
$305.15M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +15.7% · 净新建仓位 0.0% — 公式
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 | 33 | +3 | 16.54M | $369.27M | +3 | — |
| Q1 2026 | 30 | 0 | 13.51M | $305.15M | +3 | −3 |
| Q4 2025 | 30 | +1 | 11.68M | $264.83M | +1 | — |
| Q3 2025 | 4 | -1 | 643.98K | $15.06M | — | −1 |
| Q2 2025 | 3 | 0 | 136.86K | $3.17M | — | — |
| Q1 2025 | 1 | +1 | 17.10K | $411,426 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.29M | +13.6% | $51.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.29M | +13.6% | $51.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 1.96M | +29.6% | $44.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.94M | +77.6% | $43.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.94M | +77.6% | $43.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.94M | +77.6% | $43.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 1.38M | +18.4% | $31.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 1.32M | +6.0% | $29.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 833.47K | +40.8% | $18.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 833.47K | +40.8% | $18.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 758.90K | +46.3% | $17.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 758.90K | +46.3% | $17.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 758.90K | +46.3% | $17.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Franklin Resources Inc | 739.10K | +0.1% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Assetmark, Inc | 355.17K | +20.5% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 295.48K | -70.2% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 269.93K | +144.6% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 259.08K | +26.2% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 259.08K | +26.2% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 259.08K | +26.2% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Principal Financial Group Inc | 211.93K | +125.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 210.85K | +47.5% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 210.85K | +47.5% | $4.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 190.54K | 新增 | $4.31M | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 147.21K | -12.0% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 147.21K | -12.0% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 125.76K | +17.4% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 55.44K | -0.1% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 52.50K | -14.0% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 36.94K | +25.2% | $835,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 22.37K | 新增 | $505,964 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mirae Asset Global Investments Co.… | 10.63K | +212.5% | $240,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 7.52K | — | $170,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 7.52K | — | $170,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.94K | -1.8% | $134,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.94K | -1.8% | $134,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.94K | -1.8% | $134,052 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 5.55K | +2398.7% | $125,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citigroup Inc | 3.98K | 新增 | $90,141 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 3.14K | 0.0% | $71,027 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.33K | -2.3% | $52,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.33K | -2.3% | $52,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 289 | +1276.2% | $6,544 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Corient Private Wealth LP | 20.97K | -50.0% | $474 | 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
| Fifth Third Bancorp | $4.31M | 0.0% |
| Susquehanna International… | $505,964 | 0.0% |
| Citigroup Inc | $90,141 | 0.0% |
已清仓
| Commonwealth Equity Services… | $5.33M | 曾为 0.0% |
| Jane Street Group, Llc | $5.28M | 曾为 0.0% |
| Citadel Advisors | $376,231 | 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): 129 持有人, 21.81M 股份, $479.17M 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