证券记录
UMI
名称等待档案录入
14被追踪持有人
0Δ持有人
6.20M持有股份
$365.02M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 -6.4% · 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 | 14 | 0 | 6.20M | $365.02M | +1 | −1 |
| Q1 2026 | 14 | 0 | 6.63M | $388.37M | +3 | −3 |
| Q4 2025 | 14 | 0 | 6.04M | $296.45M | — | — |
| Q3 2025 | 2 | 0 | 22.27K | $1.14M | — | — |
| Q2 2025 | 1 | +1 | 23.71K | $1.21M | +1 | — |
| Q3 2024 | 1 | +1 | 4.87K | $218,498 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 5.97M | -6.3% | $351.03M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 58.91K | -17.2% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 54.31K | +0.8% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 49.95K | -9.0% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 19.02K | +1.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 15.53K | +47.5% | $913,844 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 13.24K | +208.5% | $779,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 6.21K | 0.0% | $365,403 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.97K | +2386.2% | $351,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 5.86K | -67.8% | $344,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 4.50K | 新增 | $264,584 | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS AM, a distinct business unit of… | 3.64K | 0.0% | $214,295 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 500 | 0.0% | $29,420 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 100 | 0.0% | $5,884 | 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
| Focus Partners Wealth | $264,584 | 0.0% |
已清仓
| Citadel Advisors | $1.06M | 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): 42 持有人, 6.89M 股份, $403.49M 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