证券记录 · 已归档季度
UTF
名称等待档案录入
41被追踪持有人
+1Δ持有人
12.12M持有股份
$313.56M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.5% ·
股份流向 +5.7% ·
净新建仓位 +2.4%
— 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.26M | 0.0% | $58.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 2.17M | +15.1% | $56.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.43M | +25.5% | $37.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 936.08K | +3.5% | $24.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 898.27K | +5.8% | $23.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 897.16K | +6.7% | $23.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 683.10K | +1.4% | $17.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 416.01K | -0.2% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Nomura Holdings Inc | 404.41K | -29.9% | $10.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 349.11K | +4.5% | $9.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Ameriprise Financial Inc | 286.25K | +2.6% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 183.56K | +37.8% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 169.93K | -6.5% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 160.25K | -1.0% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | First Trust Advisors Lp | 125.87K | +1.8% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 111.89K | -2.8% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 79.49K | -7.4% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Toronto Dominion Bank | 72.06K | 新增 | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 71.39K | +34.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 71.11K | +3.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 54.22K | +1.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 38.28K | +9.1% | $990,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 37.12K | -1.2% | $960,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 35.79K | -3.6% | $926,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 27.71K | +10.4% | $717,082 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Northwestern Mutual Wealth… | 26.87K | +158.6% | $695,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 20.65K | +10.5% | $534,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 20.27K | 0.0% | $524,562 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 14.87K | +785.3% | $384,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 13.00K | -3.0% | $336,517 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 12.28K | -1.7% | $317,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 12.04K | -28.7% | $314,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 8.26K | -73.0% | $213,872 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Kayne Anderson Rudnick Investment… | 6.22K | 0.0% | $160,870 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 4.96K | -51.4% | $128,306 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.12K | 0.0% | $79,633 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 37 | Jones Financial Companies Lllp | 860 | -37.3% | $21,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 595 | +7.8% | $15,399 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 228 | +0.4% | $5,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 152 | 新增 | $3,934 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 1 | 新增 | $17 | 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
| Toronto Dominion Bank | $1.86M | 0.0% |
| UBS AM, a distinct business… | $3,934 | 0.0% |
| BlackRock | $17 | 0.0% |
已清仓
| Millennium Management | $801,007 | 曾为 0.0% |
| Invesco Ltd. | $206,743 | 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): 244 持有人, 23.98M 股份, $583.69M 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: Q1 2026 ·
方法论 ·
通过API获取此数据