证券记录 · 已归档季度
TMFC
名称等待档案录入
38被追踪持有人
+1Δ持有人
5.16M持有股份
$340.41M报告持仓市值
+6新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +2.7% ·
股份流向 +8.1% ·
净新建仓位 +2.6%
— 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 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 | 37 | 0 | 5.34M | $406.97M | +4 | −4 |
| Q1 2026 | 38 | +1 | 5.16M | $340.41M | +6 | −5 |
| Q4 2025 | 37 | +2 | 4.77M | $342.62M | +2 | — |
| Q3 2025 | 4 | -1 | 238.21K | $16.80M | — | −1 |
| Q2 2025 | 3 | +2 | 135.89K | $8.77M | +2 | — |
| Q4 2024 | 1 | 0 | 126.90K | $7.63M | +1 | −1 |
| Q3 2024 | 1 | -1 | 4.28K | $240,469 | +1 | −2 |
| Q2 2024 | 2 | — | 20.39K | $1.10M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.33M | +22.3% | $87.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.33M | +22.3% | $87.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.33M | +22.3% | $87.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.33M | +22.3% | $87.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.28M | +2.6% | $84.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 881.88K | +13.7% | $58.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 881.88K | +13.7% | $58.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 668.56K | +43.1% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 668.56K | +43.1% | $44.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 175.40K | -3.2% | $11.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 175.40K | -3.2% | $11.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 173.39K | -50.1% | $11.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 173.39K | -50.1% | $11.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 144.18K | +76.2% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 112.70K | +0.8% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Wealthfront Advisers LLC | 58.18K | -19.7% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 52.27K | +3.4% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 48.95K | +21.6% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 48.06K | -33.0% | $3.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 23.13K | +7.0% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 22.03K | +6.7% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 17.41K | -13.4% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 16.56K | 新增 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 15.56K | 新增 | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 14.15K | -57.1% | $933,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 11.89K | +4.8% | $784,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 11.89K | +4.8% | $784,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 11.26K | +9.3% | $750,741 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 7.49K | -22.1% | $494,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 6.64K | -40.9% | $438,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 5.55K | 0.0% | $366,363 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 5.51K | 新增 | $363,759 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 4.86K | 新增 | $320,614 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 4.60K | +5.6% | $303,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 3.65K | -16.2% | $240,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 3.58K | -77.9% | $235,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 3.42K | +6.4% | $225,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 3.11K | +695.1% | $205,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS Group AG | 3.11K | +695.1% | $205,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.10K | -15.4% | $72,567 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 955 | 0.0% | $63,001 | 0.0% | Held | 2 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 550 | 新增 | $36,570 | 0.0% | New | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 287 | +115.8% | $18,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 250 | 0.0% | $16,493 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 196 | +6433.3% | $12,930 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 39 | +333.3% | $2,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 39 | +333.3% | $2,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Citigroup Inc | 1 | 新增 | $66 | 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
| Ameriprise Financial Inc | $1.09M | 0.0% |
| Citadel Advisors | $1.03M | 0.0% |
| Jane Street Group, Llc | $363,759 | 0.0% |
| Fifth Third Bancorp | $320,614 | 0.0% |
| TD Waterhouse Canada Inc. | $36,570 | 0.0% |
| Citigroup Inc | $66 | 0.0% |
已清仓
| Goldman Sachs Group | $3.64M | 曾为 0.0% |
| Captrust Financial Advisors | $419,269 | 曾为 0.0% |
| Barclays Plc | $212,439 | 曾为 0.0% |
| Simplex Trading, Llc | $51,674 | 曾为 0.0% |
| Bank Of America Corp /De/ | $3,588 | 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): 179 持有人, 9.10M 股份, $576.09M 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