证券记录 · 已归档季度
ZALT
名称等待档案录入
17被追踪持有人
+2Δ持有人
4.65M持有股份
$150.86M报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +13.3% ·
股份流向 +7.4% ·
净新建仓位 +11.8%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -5 | 4.43M | $149.96M | n/a | −5 |
| Q1 2026 | 17 | +2 | 4.65M | $150.86M | +4 | −2 |
| Q4 2025 | 15 | +2 | 4.33M | $140.95M | +2 | n/a |
| Q3 2025 | 1 | -1 | 224 | $7,141 | n/a | −1 |
| Q2 2025 | 1 | 0 | 6.81K | $209,810 | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.45K | $281,207 | n/a | n/a |
| Q4 2024 | 1 | +1 | 14.75K | $438,841 | +1 | n/a |
| Q2 2024 | 1 | n/a | 15.26K | $432,593 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 1.30M | -10.8% | $42.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 762.95K | -11.7% | $24.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 703.61K | +7.2% | $22.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 438.24K | +3017.6% | $14.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 370.19K | +0.6% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 302.53K | +0.8% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 240.55K | -7.0% | $7.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 232.68K | +11.7% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 173.51K | +7.8% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 50.07K | 新增 | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 40.80K | +33.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 14.33K | +121.2% | $465,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 11.54K | 新增 | $374,718 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 2.24K | n/a | $72,665 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | UBS AM, a distinct business unit of… | 422 | 新增 | $13,698 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 400 | 新增 | $12,984 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 224 | 0.0% | $7,271 | 0.0% | Held | 3 | 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
| Jane Street Group, Llc | $1.63M | 0.0% |
| Citadel Advisors | $374,718 | 0.0% |
| UBS AM, a distinct business… | $13,698 | 0.0% |
| Wells Fargo & Company/Mn | $12,984 | 0.0% |
已清仓
| Royal Bank Of Canada | $3,000 | 曾为 0.0% |
| Pnc Financial Services Group… | $2,638 | 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): 101 持有人, 19.85M 股份, $615.19M 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