证券记录 · 已归档季度
UDEC
名称等待档案录入
17被追踪持有人
-3Δ持有人
1.38M持有股份
$53.62M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -15.0% ·
股份流向 -0.4% ·
净新建仓位 -17.6%
— 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 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 | 23 | +6 | 1.34M | $55.73M | +6 | — |
| Q1 2026 | 17 | -3 | 1.38M | $53.62M | +2 | −5 |
| Q4 2025 | 20 | -1 | 1.39M | $54.97M | — | −1 |
| Q3 2025 | 3 | 0 | 62.16K | $2.38M | — | — |
| Q2 2025 | 1 | +1 | 8.32K | $303,035 | +1 | — |
| Q4 2024 | 1 | +1 | 17.41K | $610,777 | +1 | — |
| Q2 2024 | 1 | — | 11.14K | $381,853 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 350.79K | -1.3% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 216.66K | +1.1% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 216.66K | +1.1% | $8.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 216.59K | -0.3% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 203.63K | +5.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 203.63K | +5.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 65.34K | -17.6% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Truist Financial Corp | 58.36K | -0.2% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 47.52K | -13.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 46.12K | -6.5% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 44.51K | +706.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 37.65K | -19.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 33.63K | 0.0% | $1.31M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 20.00K | 新增 | $776,994 | 0.0% | New | 1 | SEC ↗ |
| 15 | Creative Planning | 16.53K | 新增 | $641,909 | 0.0% | New | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 14.08K | 0.0% | $547,023 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 7.50K | 0.0% | $291,494 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.08K | 0.0% | $41,792 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 431 | +13.4% | $16,740 | 0.0% | ▲ Add | 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
| Citadel Advisors | $776,994 | 0.0% |
| Creative Planning | $641,909 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.64M | 曾为 0.0% |
| Wealth Enhancement Advisory… | $517,443 | 曾为 0.0% |
| Pnc Financial Services Group… | $6,937 | 曾为 0.0% |
| Royal Bank Of Canada | $3,000 | 曾为 0.0% |
| JPMorgan Chase | $1,982 | 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): 110 持有人, 6.85M 股份, $261.52M 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