证券记录 · 已归档季度
XLSR
名称等待档案录入
24被追踪持有人
+2Δ持有人
7.92M持有股份
$457.53M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +5.5% ·
净新建仓位 +8.3%
· 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.36M | -6.8% | $251.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.24M | +16.5% | $129.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 389.68K | 新增 | $22.50M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mariner, LLC | 277.05K | -3.3% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 181.02K | +10.1% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 144.72K | +9.1% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 97.21K | +23.0% | $5.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 59.73K | +7.0% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 56.83K | +18.0% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 27.33K | -40.3% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 26.78K | -10.1% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 11.36K | -0.6% | $656,157 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 10.90K | -13.4% | $630,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 9.00K | +23.5% | $519,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 8.77K | -1.8% | $506,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 8.63K | +64.9% | $498,238 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Creative Planning | 6.84K | -0.1% | $394,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.38K | 0.0% | $252,728 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 3.59K | 新增 | $207,113 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.46K | -0.1% | $84,427 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 251 | 新增 | $14,493 | 0.0% | New | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 221 | +2.3% | $12,362 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Pnc Financial Services Group, Inc. | 100 | 新增 | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1 | 新增 | $58 | 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
| Cerity Partners LLC | $22.50M | 0.0% |
| Goldman Sachs Group | $207,113 | 0.0% |
| Cwm, Llc | $14,493 | 0.0% |
| Pnc Financial Services Group… | $5,774 | 0.0% |
| Fidelity (FMR) | $58 | 0.0% |
已清仓
| Jane Street Group, Llc | $281,828 | 曾为 0.0% |
| Citigroup Inc | $81,003 | 曾为 0.0% |
| Us Bancorp \De\ | $17,260 | 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): 131 持有人, 14.38M 股份, $807.27M 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: Q1 2026 ·
方法论 ·
通过API获取此数据