证券记录
XSOE
名称等待档案录入
39被追踪持有人
-1Δ持有人
13.47M持有股份
$662.24M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -2.5% ·
股份流向 +0.2% ·
净新建仓位 -5.1%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.95M | -1.1% | $145.25M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.78M | -4.0% | $87.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.61M | +33.4% | $79.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | State Of Wisconsin Investment Board | 1.41M | 0.0% | $69.29M | 0.1% | Held | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.39M | -2.7% | $68.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 1.05M | -16.7% | $51.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Charles Schwab Investment… | 652.21K | -3.6% | $32.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 480.22K | +213.6% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 313.86K | -26.5% | $15.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 294.86K | -7.7% | $14.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 283.85K | -0.5% | $13.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 224.46K | -2.0% | $11.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 157.26K | -3.5% | $7.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 141.54K | 新增 | $6.96M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 110.26K | -2.9% | $5.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 108.94K | +28.4% | $5.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 17 | Raymond James Financial Inc | 91.31K | +22.9% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 79.50K | -34.4% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Lido Advisors, LLC | 70.54K | +0.9% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 39.99K | -37.1% | $1.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 35.46K | +93.8% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 32.44K | +2.9% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Captrust Financial Advisors | 31.70K | -4.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.02K | +38.5% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 19.01K | -31.9% | $934,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 16.94K | -0.1% | $832,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 14.58K | +12.1% | $717,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 13.68K | -5.4% | $672,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | Hrt Financial Lp | 10.52K | +83.3% | $517,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 6.89K | +17.0% | $339,111 | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 31 | Corient Private Wealth LP | 5.28K | -2.7% | $259,769 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 5.13K | -12.0% | $245,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 3.76K | -61.4% | $185,086 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 3.32K | -1.7% | $163,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.34K | 0.0% | $65,950 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 861 | 新增 | $42,344 | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 262 | 0.0% | $12,885 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 83 | 新增 | $3,989 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 32 | 0.0% | $1,574 | 0.0% | Held | 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
| Jane Street Group, Llc | $6.96M | 0.0% |
| Russell Investments Group… | $42,344 | 0.0% |
| Jones Financial Companies Lllp | $3,989 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $8.12M | 曾为 0.0% |
| Goldman Sachs Group | $3.79M | 曾为 0.0% |
| HighTower Advisors, LLC | $2.91M | 曾为 0.0% |
| Qube Research & Technologies… | $36,451 | 曾为 0.0% |
| Bnp Paribas Financial Markets | $1,043 | 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): 234 持有人, 27.89M 股份, $1.11B 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