证券记录
TXO
名称等待档案录入
20被追踪持有人
-1Δ持有人
6.31M持有股份
$78.91M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -24.9% ·
净新建仓位 -5.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 | -1 | 6.31M | $78.91M | +2 | −3 |
| Q1 2026 | 22 | 0 | 8.42M | $106.03M | +1 | −1 |
| Q4 2025 | 21 | +1 | 5.45M | $58.17M | +1 | — |
| Q3 2025 | 3 | 0 | 2.07M | $29.08M | — | — |
| Q2 2025 | 1 | 0 | 127.46K | $1.92M | — | — |
| Q1 2025 | 1 | 0 | 61.74K | $1.18M | — | — |
| Q4 2024 | 1 | 0 | 157.56K | $2.65M | — | — |
| Q3 2024 | 1 | 0 | 77.28K | $1.53M | — | — |
| Q2 2024 | 1 | — | 61.71K | $1.24M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 1.48M | -28.0% | $18.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | American Century Companies Inc | 1.44M | -3.0% | $18.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 873.60K | -16.0% | $10.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 873.60K | -16.0% | $10.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 873.60K | -16.0% | $10.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 873.60K | -16.0% | $10.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 536.25K | -27.9% | $6.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | First Trust Advisors Lp | 497.27K | -3.9% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 369.96K | +10.3% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 369.96K | +10.3% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 356.69K | +8.0% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 356.69K | +8.0% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 342.13K | +0.7% | $4.28M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 159.04K | -0.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 159.04K | -0.9% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 89.95K | -42.8% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 39.32K | -89.5% | $491,512 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 36.02K | -73.8% | $450,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 23.38K | 新增 | $292,201 | 0.0% | New | 1 | SEC ↗ |
| 20 | Boston Partners | 21.12K | 新增 | $264,030 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 20.53K | -80.3% | $256,575 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 12.17K | -87.3% | $152,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 11.17K | +0.1% | $139,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.31K | +130.9% | $29,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.18K | +93.8% | $27,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 2.18K | +93.8% | $27,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 300 | 0.0% | $3,753 | 0.0% | Held | 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
| Mariner, LLC | $292,201 | 0.0% |
| Boston Partners | $264,030 | 0.0% |
已清仓
| JPMorgan Chase | $6.22M | 曾为 0.0% |
| Citigroup Inc | $498,772 | 曾为 0.0% |
| Simplex Trading, Llc | $15,938 | 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): 58 持有人, 15.35M 股份, $182.75M 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。
公开市场买入 (P)
Aug 13
SIMPSON BOB R
Director, 10% owner · 125.00K 股 @ 14.32 · $1.79M
Aug 12
SIMPSON BOB R
Director, 10% owner · 25.00K 股 @ 14.43 · $360,758
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jun 04
SC 13D/A — SIMPSON BOB R
16.2% 占股份类别 · 查看 SEC 原始申报文件 ↗
May 22
SC 13D/A — SIMPSON BOB R
14.3% 占股份类别 · 查看 SEC 原始申报文件 ↗
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: Q2 2026 ·
方法论 ·
通过API获取此数据