证券记录 · 已归档季度
VTWG
名称等待档案录入
50被追踪持有人
+4Δ持有人
1.47M持有股份
$423.11M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 +5.4% ·
净新建仓位 +6.0%
· 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 308.50K | +1.0% | $88.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 257.41K | +15.4% | $74.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 113.05K | -1.5% | $32.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 101.07K | +2.0% | $29.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 78.87K | +25.8% | $22.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 75.18K | -0.4% | $21.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 75.66K | +3.0% | $21.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | UBS Group AG | 49.39K | -4.8% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 42.22K | -3.7% | $12.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 39.62K | -1.6% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 39.37K | -3.5% | $11.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 37.17K | -2.4% | $10.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 29.20K | +35.9% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.66K | -21.0% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 21.51K | -31.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | TD Waterhouse Canada Inc. | 19.20K | -2.4% | $5.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 17.65K | +91.8% | $5.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 17.54K | +68.0% | $4.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 19 | Creative Planning | 13.52K | -1.2% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 11.84K | 新增 | $3.41M | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 11.10K | +13.5% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 10.46K | +0.1% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 9.11K | +0.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 7.78K | +5.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 6.56K | -2.1% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 6.34K | +2.1% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Brown Advisory Inc | 5.46K | 0.0% | $1.57M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Mariner, LLC | 5.38K | +7.1% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 4.12K | +20.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 3.99K | -3.5% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Gotham Asset Management ✦ | 3.00K | 0.0% | $863,041 | 0.0% | Held | 6 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 2.99K | -10.0% | $859,877 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 2.93K | +19.7% | $841,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Belvedere Trading LLC | 2.89K | 新增 | $831,395 | 0.1% | New | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 2.69K | +42.7% | $773,573 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 1.85K | 0.0% | $531,920 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 1.77K | -29.0% | $509,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Hrt Financial Lp | 1.60K | 新增 | $461,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 1.42K | -0.1% | $407,386 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Lido Advisors, LLC | 1.25K | +0.2% | $360,731 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.07K | +2.2% | $308,416 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.05K | 0.0% | $303,502 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 43 | Jane Street Group, Llc | 1.04K | -20.9% | $300,338 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Corient Private Wealth LP | 1.00K | 新增 | $287,875 | 0.0% | New | 1 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 950 | +1.4% | $273,296 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 650 | -0.6% | $187,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | National Bank Of Canada /Fi/ | 267 | 0.0% | $76,730 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 231 | +71.1% | $66,454 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Us Bancorp \De\ | 200 | 0.0% | $57,536 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 74 | 新增 | $21,288 | 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
| Citadel Advisors | $3.41M | 0.0% |
| Belvedere Trading LLC | $831,395 | 0.1% |
| Hrt Financial Lp | $461,000 | 0.0% |
| Corient Private Wealth LP | $287,875 | 0.0% |
| Qube Research & Technologies… | $21,288 | 0.0% |
已清仓
| HighTower Advisors, LLC | $5.62M | 曾为 0.0% |
| Citigroup Inc | $29,546 | 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): 202 持有人, 2.80M 股份, $638.61M 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: Q2 2026 ·
方法论 ·
通过API获取此数据