证券记录 · 已归档季度
TY
名称等待档案录入
39被追踪持有人
0Δ持有人
3.27M持有股份
$103.22M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.5% · 净新建仓位 0.0% · 公式
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 | 38 | +1 | 3.43M | $118.00M | +2 | −2 |
| Q1 2026 | 39 | 0 | 3.27M | $103.22M | +1 | −1 |
| Q4 2025 | 39 | +2 | 3.28M | $107.08M | +2 | n/a |
| Q3 2025 | 2 | -1 | 530.95K | $18.05M | n/a | −1 |
| Q2 2025 | 1 | 0 | 8.26K | $261,353 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.71K | $359,238 | n/a | n/a |
| Q4 2024 | 1 | +1 | 18.49K | $586,011 | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.31K | $350,271 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 553.80K | -1.5% | $17.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Lazard Asset Management Llc | 514.53K | -0.6% | $16.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Allspring Global Investments… | 366.01K | +9.5% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 260.98K | -4.7% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 213.27K | -18.7% | $6.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 198.74K | +3.1% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 166.09K | -5.4% | $5.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 123.08K | +395.8% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 103.65K | +3.8% | $3.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 96.59K | +2.9% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 84.59K | +15.3% | $2.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 82.63K | -35.0% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 78.69K | -3.2% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 58.24K | +1.9% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Commonwealth Equity Services, Llc | 55.26K | +2.4% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 46.88K | +0.1% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | HighTower Advisors, LLC | 29.07K | +0.5% | $918,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 25.95K | +0.6% | $819,704 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 22.82K | +37.4% | $720,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 22.61K | -2.0% | $714,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 18.35K | +21.5% | $579,525 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Citadel Advisors ✦ | 15.66K | -65.1% | $494,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 15.53K | +6.0% | $490,577 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 15.61K | -1.2% | $482,536 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | Corient Private Wealth LP | 11.76K | -51.0% | $371,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Sei Investments Co | 11.34K | 新增 | $358,070 | 0.0% | New | 1 | SEC ↗ |
| 27 | Northern Trust Corp | 9.82K | 0.0% | $310,309 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Susquehanna International Group, Llp | 8.90K | +5.9% | $281,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 8.67K | +6.2% | $273,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 8.02K | -11.2% | $253,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 7.95K | -7.3% | $251,002 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 6.55K | -16.6% | $206,883 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Cwm, Llc | 6.42K | +0.1% | $202,931 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 4.99K | 0.0% | $157,476 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 3.29K | -60.9% | $103,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 3.25K | 0.0% | $102,510 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 3.05K | 0.0% | $96,349 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 2.64K | 0.0% | $81,677 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 1.64K | 0.0% | $51,776 | 0.0% | Held | 2 | 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
| Sei Investments Co | $358,070 | 0.0% |
已清仓
| Jane Street Group, Llc | $560,805 | 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): 152 持有人, 6.84M 股份, $212.21M 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