证券记录
XVV
名称等待档案录入
28被追踪持有人
-1Δ持有人
1.10M持有股份
$62.56M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -3.4% ·
股份流向 -9.5% ·
净新建仓位 -7.1%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 306.21K | +11.9% | $17.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Brown Advisory Inc | 227.66K | +4.0% | $12.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Franklin Resources Inc | 76.00K | 0.0% | $4.32M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 74.21K | +1.4% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 56.52K | -8.3% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 37.53K | -4.5% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 32.25K | +6.9% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 30.22K | +4.0% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 29.47K | +5.0% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 29.22K | -10.1% | $1.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 27.82K | +3.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 25.37K | +12.4% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 23.44K | +1.4% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 23.02K | 新增 | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 15 | Mariner, LLC | 18.46K | +4.5% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 17.20K | +7.9% | $976,618 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 14.56K | -33.4% | $826,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 11.55K | +32.7% | $655,843 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 7.10K | 0.0% | $403,266 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Corient Private Wealth LP | 6.61K | +0.1% | $375,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 6.12K | -95.2% | $347,839 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 5.26K | -64.3% | $298,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 4.12K | 0.0% | $233,748 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 4.07K | 0.0% | $231,306 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 3.03K | +14.4% | $171,867 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 2.74K | +6.9% | $155,775 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 1.56K | +6.9% | $88,365 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 455 | +62.5% | $25,771 | 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
| Susquehanna International… | $1.31M | 0.0% |
已清仓
| HighTower Advisors, LLC | $2.28M | 曾为 0.0% |
| Two Sigma Investments | $1.98M | 曾为 0.0% |
| Citadel Advisors | $274,598 | 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): 143 持有人, 3.95M 股份, $147.97M 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