证券记录 · 已归档季度
WTPI
名称等待档案录入
20被追踪持有人
0Δ持有人
3.33M持有股份
$106.16M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +30.0% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 | 19 | 0 | 3.83M | $125.52M | +1 | −1 |
| Q1 2026 | 20 | 0 | 3.33M | $106.16M | +4 | −4 |
| Q4 2025 | 20 | 0 | 2.34M | $77.36M | — | — |
| Q3 2025 | 3 | 0 | 495.09K | $16.47M | — | — |
| Q2 2025 | 1 | — | 30 | $961 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.67M | +62.0% | $53.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 673.10K | +2.5% | $21.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 242.71K | +145.7% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 187.98K | +12.6% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 116.11K | +988.5% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 74.30K | +12.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 52.39K | +85.5% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 51.41K | +42.1% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 50.09K | 新增 | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 47.79K | -52.3% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 47.17K | +1.2% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Creative Planning | 34.38K | +42.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 34.41K | +46.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 23.73K | +71.1% | $757,152 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 12.06K | +23.7% | $384,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 6.57K | 新增 | $209,742 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 5.71K | 新增 | $182,238 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.22K | 新增 | $70,713 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 348 | +866.7% | $11,105 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $18 | 0.0% | Held | 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
| Jane Street Group, Llc | $1.60M | 0.0% |
| Cerity Partners LLC | $209,742 | 0.0% |
| Northwestern Mutual Wealth… | $182,238 | 0.0% |
| Fifth Third Bancorp | $70,713 | 0.0% |
已清仓
| Rockefeller Capital… | $811,236 | 曾为 0.0% |
| Susquehanna International… | $288,496 | 曾为 0.0% |
| Pnc Financial Services Group… | $7,066 | 曾为 0.0% |
| Blair William & Co/Il | $600 | 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): 88 持有人, 7.33M 股份, $232.33M 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: Q1 2026 ·
方法论 ·
通过API获取此数据