证券记录
WLKP
名称等待档案录入
23被追踪持有人
-1Δ持有人
7.88M持有股份
$175.50M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.2% ·
股份流向 -1.0% ·
净新建仓位 -4.3%
— 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 | 23 | -1 | 7.88M | $175.50M | — | −1 |
| Q1 2026 | 25 | +1 | 7.96M | $175.79M | +2 | −1 |
| Q4 2025 | 24 | 0 | 7.98M | $151.53M | — | — |
| Q3 2025 | 4 | 0 | 610.29K | $12.81M | — | — |
| Q2 2025 | 1 | 0 | 32.56K | $719,184 | — | — |
| Q1 2025 | 1 | 0 | 49.92K | $1.15M | — | — |
| Q4 2024 | 1 | 0 | 20.61K | $477,008 | — | — |
| Q3 2024 | 1 | 0 | 35.91K | $804,766 | — | — |
| Q2 2024 | 1 | — | 21.04K | $475,038 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 4.97M | 0.0% | $110.69M | 0.0% | Held | 3 | SEC ↗ |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 719.85K | +4.1% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Clearbridge Investments, LLC | 633.57K | 0.0% | $14.10M | 0.0% | Held | 3 | SEC ↗ |
| 4 | UBS Group AG | 442.17K | -3.4% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 442.17K | -3.4% | $9.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 238.36K | +8.5% | $5.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citigroup Inc | 218.10K | -4.7% | $4.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 174.31K | -23.6% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 170.33K | -5.7% | $3.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 170.33K | -5.7% | $3.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 170.33K | -5.7% | $3.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 170.33K | -5.7% | $3.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 170.33K | -5.7% | $3.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 95.31K | +1.3% | $2.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | LPL Financial LLC | 46.54K | +0.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Hrt Financial Lp | 38.13K | -14.7% | $848,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 30.11K | +47.4% | $670,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 17.95K | -49.2% | $399,567 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 16.60K | +9.1% | $369,635 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 13.85K | -0.6% | $308,334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 13.85K | -0.6% | $308,334 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 11.85K | +0.1% | $263,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Fayez Sarofim & Co | 11.50K | 0.0% | $255,990 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.30K | -60.0% | $251,605 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 10.41K | -22.4% | $231,628 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 10.41K | -22.4% | $231,628 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 8.29K | -21.6% | $185,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 1.10K | +1000.0% | $24,486 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 429 | +0.2% | $9,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 290 | +152.2% | $6,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 290 | +152.2% | $6,465 | 0.0% | ▲ Add | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Northwestern Mutual Wealth… | $221 | 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): 56 持有人, 10.16M 股份, $222.49M 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