证券记录
UDIV
名称等待档案录入
18被追踪持有人
0Δ持有人
1.02M持有股份
$61.11M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +11.2% · 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 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 | 18 | 0 | 1.02M | $61.11M | +2 | −2 |
| Q1 2026 | 18 | +1 | 914.61K | $47.18M | +2 | −1 |
| Q4 2025 | 17 | +2 | 971.05K | $51.61M | +2 | — |
| Q3 2025 | 2 | -1 | 36.19K | $1.90M | — | −1 |
| Q2 2025 | 2 | 0 | 26.99K | $1.30M | — | — |
| Q1 2025 | 1 | 0 | 9.69K | $423,744 | — | — |
| Q4 2024 | 1 | +1 | 25.89K | $1.18M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 441.69K | +9.8% | $26.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 285.98K | 新增 | $17.19M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 100.14K | +12.5% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 59.73K | +9.9% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 37.57K | +45.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 37.57K | +45.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 21.18K | -3.5% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 18.21K | -6.0% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 18.21K | -6.0% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Franklin Resources Inc | 14.77K | -94.1% | $887,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Franklin Resources Inc | 14.77K | -94.1% | $887,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.27K | +510.9% | $557,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 9.27K | +510.9% | $557,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 8.46K | -2.8% | $508,189 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 7.32K | -2.9% | $439,615 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.08K | -2.1% | $425,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 4.17K | 0.0% | $250,608 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 800 | 新增 | $48,078 | 0.0% | New | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 400 | 0.0% | $23,992 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 164 | 0.0% | $9,861 | 0.0% | Held | 5 | SEC ↗ |
| 23 | UBS Group AG | 87 | -90.8% | $5,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | — | $28 | 0.0% | Held | 3 | 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
| Mml Investors Services, Llc | $17.19M | 0.0% |
| Morgan Stanley | $48,078 | 0.0% |
已清仓
| Citadel Advisors | $769,872 | 曾为 0.0% |
| Jane Street Group, Llc | $303,148 | 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): 36 持有人, 1.63M 股份, $83.97M 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: Q2 2026 ·
方法论 ·
通过API获取此数据