证券记录
UOCT
名称等待档案录入
18被追踪持有人
-1Δ持有人
889.58K持有股份
$36.57M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -2.9% ·
净新建仓位 -5.6%
— 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 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 | -1 | 889.58K | $36.57M | — | −1 |
| Q1 2026 | 20 | +1 | 1.04M | $39.82M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.03M | $40.29M | +1 | −1 |
| Q3 2025 | 2 | +1 | 26.23K | $1.01M | +1 | — |
| Q1 2025 | 1 | 0 | 8.71K | $301,031 | — | — |
| Q4 2024 | 1 | +1 | 14.61K | $515,342 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 366.15K | -4.6% | $15.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 88.01K | +3.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 88.01K | +3.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 69.41K | -8.6% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 57.57K | +6.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.41K | +13.5% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 50.86K | -8.6% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 46.74K | 0.0% | $1.92M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 43.41K | -0.5% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 40.03K | +13.5% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 40.03K | +13.5% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 37.31K | +116.1% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 19.44K | +67.0% | $799,343 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 6.91K | 0.0% | $284,029 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Creative Planning | 6.27K | -87.3% | $257,760 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 962 | 0.0% | $39,548 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 500 | 0.0% | $21,000 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Assetmark, Inc | 445 | 0.0% | $18,294 | 0.0% | Held | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 144 | 0.0% | $5,947 | 0.0% | Held | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 144 | 0.0% | $5,947 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | — | $14 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| UBS Group AG | $11,434 | 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): 90 持有人, 5.16M 股份, $193.72M 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