证券记录 · 已归档季度
TPYP
名称等待档案录入
33被追踪持有人
+6Δ持有人
7.57M持有股份
$320.57M报告持仓市值
+6新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +22.2% ·
股份流向 +6.2% ·
净新建仓位 +18.2%
· 公式
广泛增持:持股数量上升,持有人数量增加
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 ✦ | 3.44M | +1.4% | $145.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 956.36K | -9.6% | $40.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cwm, Llc | 341.03K | +23.6% | $14.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 320.03K | -12.6% | $13.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 263.69K | 0.0% | $11.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 244.20K | +0.1% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 239.71K | 新增 | $10.15M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 236.40K | +11.2% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Creative Planning | 228.36K | -0.5% | $9.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 227.80K | +106.9% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mariner, LLC | 195.84K | -1.7% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 189.27K | +0.9% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 136.07K | +15.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 113.02K | +16.6% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 81.61K | +8.5% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 76.28K | +1.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 52.67K | -17.4% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 48.75K | +2.4% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 37.01K | 0.0% | $1.57M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 26.94K | +148.4% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Jane Street Group, Llc | 21.39K | 新增 | $906,038 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 17.51K | +5.6% | $741,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 15.94K | +10.2% | $672,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.22K | +110.4% | $644,630 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Baird Financial Group, Inc. | 8.26K | 0.0% | $349,809 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 7.84K | 新增 | $332,023 | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 7.21K | -8.8% | $305,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 7.10K | 新增 | $300,598 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 5.16K | 新增 | $218,747 | 0.0% | New | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 3.63K | 0.0% | $153,597 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.02K | -5.0% | $128,139 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.49K | +197.2% | $63,616 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | UBS AM, a distinct business unit of… | 398 | 新增 | $16,859 | 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
| Citadel Advisors | $10.15M | 0.0% |
| Jane Street Group, Llc | $906,038 | 0.0% |
| Mml Investors Services, Llc | $332,023 | 0.0% |
| Fifth Third Bancorp | $300,598 | 0.0% |
| Mercer Global Advisors Inc… | $218,747 | 0.0% |
| UBS AM, a distinct business… | $16,859 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 144 持有人, 15.54M 股份, $634.62M 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