证券记录 · 已归档季度
VEGI
名称等待档案录入
26被追踪持有人
-2Δ持有人
696.32K持有股份
$30.71M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.1% ·
股份流向 -18.5% ·
净新建仓位 -7.7%
— 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 | 26 | -2 | 696.32K | $30.71M | +1 | −3 |
| Q1 2026 | 29 | +7 | 854.81K | $38.67M | +7 | — |
| Q4 2025 | 21 | -1 | 351.52K | $13.56M | — | −1 |
| Q3 2025 | 4 | 0 | 102.30K | $4.01M | — | — |
| Q2 2025 | 2 | 0 | 27.24K | $1.10M | — | — |
| Q1 2025 | 1 | 0 | 14.43K | $535,173 | — | — |
| Q4 2024 | 1 | 0 | 18.83K | $667,218 | — | — |
| Q3 2024 | 1 | +1 | 16.19K | $615,753 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 160.71K | +50.1% | $7.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | National Bank Of Canada /Fi/ | 88.41K | +0.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 87.33K | +1.4% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 87.33K | +1.4% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 87.33K | +1.4% | $3.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 78.77K | -10.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 64.03K | +41.7% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 34.31K | -41.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 29.99K | +62.4% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Stifel Financial Corp | 24.23K | -3.7% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Northern Trust Corp | 17.21K | 0.0% | $759,221 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 16.13K | +39.2% | $711,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 16.13K | +39.2% | $711,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 16.01K | -0.9% | $706,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 16.01K | -0.9% | $706,069 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 15.94K | -91.9% | $703,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 12.34K | 新增 | $544,463 | 0.0% | New | 1 | SEC ↗ |
| 18 | CIBC Bancorp USA Inc. | 11.93K | 0.0% | $526,232 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 11.58K | +2.7% | $510,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 10.00K | +0.1% | $441,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 10.00K | +0.1% | $441,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 10.00K | +0.1% | $441,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 10.00K | +0.1% | $441,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 7.27K | +21.1% | $320,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 6.37K | -3.4% | $280,804 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Simplex Trading, Llc | 1.71K | +5.0% | $75,339 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 886 | +4.6% | $39,077 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 526 | +133.8% | $23,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 526 | +133.8% | $23,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 200 | 0.0% | $8,822 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 200 | 0.0% | $8,822 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 170 | 0.0% | $7,499 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 166 | 0.0% | $7,322 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 110 | +0.9% | $4,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 0 | — | $31 | 0.0% | Held | 4 | 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
| Mml Investors Services, Llc | $544,463 | 0.0% |
已清仓
| Goldman Sachs Group | $1.57M | 曾为 0.0% |
| Hrt Financial Lp | $526,000 | 曾为 0.0% |
| UBS AM, a distinct business… | $2,081 | 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): 67 持有人, 1.40M 股份, $62.40M 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