证券记录
UFEB
名称等待档案录入
19被追踪持有人
+5Δ持有人
829.02K持有股份
$32.04M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +0.4% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 129.82K | -0.6% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 109.09K | -34.3% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 106.12K | -0.1% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 102.12K | -18.3% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 83.87K | -21.2% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 54.27K | +289.9% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 48.34K | +26.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 45.77K | -6.9% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 36.89K | 新增 | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 25.06K | 0.0% | $968,414 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 20.25K | 0.0% | $787,320 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.18K | 新增 | $625,357 | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 15.36K | -15.9% | $593,780 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Creative Planning | 14.25K | -42.2% | $550,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 11.35K | 新增 | $438,523 | 0.0% | New | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 7.94K | 新增 | $306,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.24K | +26.7% | $86,460 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Assetmark, Inc | 54 | 0.0% | $2,087 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Barclays Plc | 52 | 新增 | $2,010 | 0.0% | New | 1 | 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
| JPMorgan Chase | $1.42M | 0.0% |
| Citadel Advisors | $625,357 | 0.0% |
| Bank Of America Corp /De/ | $438,523 | 0.0% |
| Hrt Financial Lp | $306,000 | 0.0% |
| Barclays Plc | $2,010 | 0.0% |
已清仓
| HighTower Advisors, LLC | $23.81M | 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): 95 持有人, 6.16M 股份, $219.74M 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