证券记录
VFMV
名称等待档案录入
27被追踪持有人
+6Δ持有人
368.96K持有股份
$51.42M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +28.6% ·
股份流向 -25.2% ·
净新建仓位 +20.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 27 | +6 | 368.96K | $51.42M | +7 | −1 |
| Q1 2026 | 21 | +2 | 493.43K | $65.74M | +3 | −1 |
| Q4 2025 | 19 | 0 | 283.57K | $36.97M | — | — |
| Q3 2025 | 2 | -1 | 13.23K | $1.74M | — | −1 |
| Q2 2025 | 2 | +1 | 23.89K | $3.06M | +1 | — |
| Q1 2025 | 1 | +1 | 21.60K | $2.74M | +1 | — |
| Q2 2024 | 1 | — | 2.63K | $298,445 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 128.56K | +43.4% | $17.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 65.43K | 0.0% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 28.21K | +28.2% | $3.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 23.00K | -10.5% | $3.21M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 21.57K | +25.6% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 10.85K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 10.85K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 10.85K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 10.82K | +32.1% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 10.29K | +1.5% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 8.41K | +41.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 8.41K | +41.0% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 8.34K | +5.2% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 8.08K | 新增 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 7.06K | +4.0% | $984,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 6.83K | -2.8% | $951,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 5.83K | 新增 | $811,932 | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 4.07K | 0.0% | $566,652 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 3.64K | -6.3% | $507,423 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 3.64K | -6.3% | $507,423 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 3.33K | 新增 | $463,663 | 0.0% | New | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 3.04K | 0.0% | $423,387 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 2.80K | +13.0% | $390,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 1.91K | 0.0% | $266,184 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 1.90K | 新增 | $264,438 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 1.90K | 新增 | $264,438 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 1.90K | 新增 | $264,438 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 1.71K | 新增 | $238,033 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 1.51K | 新增 | $210,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 648 | +25.8% | $90,308 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 459 | 0.0% | $63,968 | 0.0% | Held | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 398 | 新增 | $55,429 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 275 | -99.9% | $38,325 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 275 | -99.9% | $38,325 | 0.0% | ▼ Trim | 2 | 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
| Susquehanna International… | $1.13M | 0.0% |
| Goldman Sachs Group | $811,932 | 0.0% |
| HighTower Advisors, LLC | $463,663 | 0.0% |
| Bank of New York Mellon Corp | $264,438 | 0.0% |
| Bank of New York Mellon Corp | $264,438 | 0.0% |
| Bank of New York Mellon Corp | $264,438 | 0.0% |
| Jane Street Group, Llc | $238,033 | 0.0% |
| Hrt Financial Lp | $210,000 | 0.0% |
| JPMorgan Chase | $55,429 | 0.0% |
已清仓
| Fifth Third Bancorp | $16,254 | 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): 82 持有人, 1.49M 股份, $193.20M 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