证券记录 · 已归档季度
WCMI
名称等待档案录入
29被追踪持有人
+1Δ持有人
28.94M持有股份
$566.47M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 +25.4% ·
净新建仓位 +3.4%
— 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 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 | 29 | +1 | 28.94M | $566.47M | +4 | −3 |
| Q1 2026 | 29 | +6 | 24.62M | $412.97M | +7 | −1 |
| Q4 2025 | 23 | +1 | 18.95M | $323.12M | +1 | — |
| Q3 2025 | 1 | 0 | 642.25K | $10.83M | — | — |
| Q2 2025 | 1 | 0 | 43.90K | $698,449 | — | — |
| Q1 2025 | 1 | +1 | 51.41K | $726,881 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.30M | +20.8% | $142.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 4.77M | +30.2% | $93.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.85M | +4.1% | $55.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.35M | -4.0% | $45.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 1.56M | +17.2% | $30.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 1.25M | +43.6% | $24.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.18M | +18.4% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 1.11M | +5.9% | $21.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 838.74K | +15.1% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 829.63K | +59.1% | $16.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 758.48K | +30.9% | $14.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 714.66K | -32.3% | $13.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 711.56K | +110562.1% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 669.76K | +16.6% | $13.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 466.76K | +1728648.1% | $9.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Jane Street Group, Llc | 461.31K | +2033.4% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 363.21K | 新增 | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 251.25K | +50.5% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 109.67K | +8.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 109.59K | +551.1% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 73.18K | +147.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 49.33K | 新增 | $965,388 | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 48.25K | 0.0% | $944,174 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 33.78K | -1.0% | $661,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 32.54K | +12560.7% | $636,769 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 26.79K | +111.8% | $524,359 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Hrt Financial Lp | 17.27K | -28.1% | $338,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 10.59K | 新增 | $207,188 | 0.0% | New | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 111 | 新增 | $2,132 | 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
| Truist Financial Corp | $7.11M | 0.0% |
| Citadel Advisors | $965,388 | 0.0% |
| AQR Capital Management | $207,188 | 0.0% |
| Jones Financial Companies Lllp | $2,132 | 0.0% |
已清仓
| Lido Advisors, LLC | $383,428 | 曾为 0.0% |
| Us Bancorp \De\ | $11,806 | 曾为 0.0% |
| Fidelity (FMR) | $2,633 | 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): 171 持有人, 54.93M 股份, $899.77M 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