证券记录 · 已归档季度
TOLZ
名称等待档案录入
21被追踪持有人
+3Δ持有人
818.37K持有股份
$48.72M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 -30.0% ·
净新建仓位 +14.3%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 406.25K | -53.1% | $24.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 70.03K | +47.9% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 68.35K | -27.4% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Alliancebernstein L.P. | 62.84K | 0.0% | $3.40M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 53.24K | 新增 | $3.19M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 36.97K | -8.9% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Principal Financial Group Inc | 32.51K | +102.4% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 24.86K | -25.0% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mariner, LLC | 12.07K | -3.8% | $723,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 11.85K | -16.8% | $710,748 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 8.28K | -47.1% | $497,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 7.45K | 新增 | $446,851 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 7.15K | -5.4% | $429,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 6.11K | -0.7% | $366,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 5.47K | +1.4% | $328,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 2.50K | 新增 | $148,963 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 1.84K | +1385.5% | $110,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 408 | -11.1% | $24,485 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 104 | 0.0% | $6,238 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 63 | 0.0% | $3,779 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cwm, Llc | 16 | 新增 | $960 | 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
| Jane Street Group, Llc | $3.19M | 0.0% |
| Susquehanna International… | $446,851 | 0.0% |
| TD Waterhouse Canada Inc. | $148,963 | 0.0% |
| Cwm, Llc | $960 | 0.0% |
已清仓
| Commonwealth Equity Services… | $422,030 | 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): 63 持有人, 2.20M 股份, $130.03M 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