证券记录 · 已归档季度
UTWO
名称等待档案录入
20被追踪持有人
+2Δ持有人
2.99M持有股份
$144.33M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +11.1% ·
股份流向 +12.9% ·
净新建仓位 +10.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 ✦ | 1.29M | +24.6% | $62.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 714.74K | +2.0% | $34.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 217.85K | +55.6% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 191.94K | +5.0% | $9.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 174.14K | -6.3% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 149.16K | -19.1% | $7.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Stifel Financial Corp | 94.68K | -6.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 43.20K | +338.6% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.57K | +14.0% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 27.02K | +80.1% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 22.07K | +79.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Tidal Investments LLC | 13.10K | -52.5% | $631,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 7.56K | -2.2% | $364,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 4.92K | 新增 | $237,621 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.02K | +20.0% | $97,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 1.43K | 新增 | $69,237 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 1.39K | 0.0% | $67,306 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 455 | +589.4% | $21,954 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 250 | 新增 | $12,071 | 0.0% | New | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 99 | 新增 | $4,779 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Truist Financial Corp | $237,621 | 0.0% |
| Fifth Third Bancorp | $69,237 | 0.0% |
| Northwestern Mutual Wealth… | $12,071 | 0.0% |
| Simplex Trading, Llc | $4,779 | 0.0% |
已清仓
| Royal Bank Of Canada | $596,000 | 曾为 0.0% |
| Citigroup Inc | $11,947 | 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): 72 持有人, 4.14M 股份, $199.06M 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
持有该证券的受追踪机构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