证券记录 · 已归档季度
ULST
名称等待档案录入
29被追踪持有人
+6Δ持有人
3.65M持有股份
$147.50M报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +26.1% ·
股份流向 +4.2% ·
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +6 | 3.65M | $147.50M | +6 | — |
| Q1 2026 | 24 | -4 | 7.45M | $303.75M | +2 | −6 |
| Q4 2025 | 28 | +1 | 7.54M | $305.27M | +1 | — |
| Q3 2025 | 4 | -1 | 1.11M | $45.28M | — | −1 |
| Q2 2025 | 2 | +1 | 191.70K | $7.79M | +1 | — |
| Q1 2025 | 1 | -1 | 105.98K | $4.31M | — | −1 |
| Q4 2024 | 2 | +2 | 88.18K | $3.56M | +2 | — |
| Q2 2024 | 1 | — | 42.05K | $1.70M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.38M | +7.1% | $55.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 767.23K | +10.7% | $31.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 767.23K | +10.7% | $31.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 357.93K | -22.1% | $14.47M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Raymond James Financial Inc | 273.07K | -1.6% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 273.07K | -1.6% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 272.45K | -1.9% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 272.45K | -1.9% | $11.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 119.64K | -1.3% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 73.96K | -16.2% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 59.35K | -1.9% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 56.60K | +2738.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 48.49K | -6.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 41.72K | +2.1% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 40.17K | 新增 | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 28.30K | -8.0% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 22.15K | 新增 | $895,575 | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 20.04K | 新增 | $810,077 | 0.0% | New | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 12.84K | +0.8% | $518,974 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 12.03K | 0.0% | $486,112 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 10.25K | +0.3% | $414,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 10.05K | 新增 | $406,110 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 9.74K | -4.9% | $393,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 7.38K | -24.2% | $298,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 7.20K | +1.8% | $291,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 5.71K | 0.0% | $230,786 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 5.00K | 新增 | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 5.00K | 新增 | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 5.00K | 新增 | $202,312 | 0.0% | New | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 1.31K | 新增 | $52,957 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.31K | -96.2% | $52,916 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Assetmark, Inc | 389 | -48.7% | $15,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 38 | 0.0% | $1,531 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 0 | -100.0% | $15 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $1.62M | 0.0% |
| Goldman Sachs Group | $895,575 | 0.0% |
| Susquehanna International… | $810,077 | 0.0% |
| Jane Street Group, Llc | $406,110 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Bank of New York Mellon Corp | $202,312 | 0.0% |
| Qube Research & Technologies… | $52,957 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 103 持有人, 11.25M 股份, $453.98M 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