证券记录 · 已归档季度
TUA
名称等待档案录入
13被追踪持有人
-5Δ持有人
2.21M持有股份
$46.60M报告持仓市值
+2新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -27.8% ·
股份流向 +10.5% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 20 | +7 | 2.60M | $53.16M | +7 | — |
| Q1 2026 | 13 | -5 | 2.21M | $46.60M | +2 | −7 |
| Q4 2025 | 18 | +1 | 2.00M | $43.78M | +2 | −1 |
| Q3 2025 | 2 | -1 | 118.20K | $2.59M | — | −1 |
| Q2 2025 | 2 | 0 | 838.45K | $18.47M | — | — |
| Q1 2025 | 2 | +1 | 238.58K | $5.24M | +1 | — |
| Q4 2024 | 1 | 0 | 579.26K | $12.29M | — | — |
| Q3 2024 | 1 | 0 | 168.53K | $3.87M | — | — |
| Q2 2024 | 1 | — | 47.77K | $1.02M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.18M | +28.4% | $24.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 765.07K | -7.4% | $16.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 79.47K | 0.0% | $1.68M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 79.47K | 0.0% | $1.68M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 75.74K | +5.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 41.00K | +197.1% | $865,100 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Hrt Financial Lp | 32.60K | 新增 | $687,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 16.07K | +70.0% | $339,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Group One Trading Llc | 9.04K | +50.1% | $190,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Simplex Trading, Llc | 6.04K | 新增 | $127,465 | 0.0% | New | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 900 | 0.0% | $18,990 | 0.0% | Held | 2 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 634 | 0.0% | $13,371 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 351 | -0.6% | $7,427 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 351 | -0.6% | $7,427 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | -50.0% | $23 | 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
| Hrt Financial Lp | $687,000 | 0.0% |
| Simplex Trading, Llc | $127,465 | 0.0% |
已清仓
| Envestnet Asset Management Inc | $577,813 | 曾为 0.0% |
| Susquehanna International… | $438,936 | 曾为 0.0% |
| Mml Investors Services, Llc | $426,039 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $78,917 | 曾为 0.0% |
| Rockefeller Capital… | $12,047 | 曾为 0.0% |
| Assetmark, Inc | $1,270 | 曾为 0.0% |
| JPMorgan Chase | $22 | 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): 81 持有人, 23.55M 股份, $495.51M 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