证券记录 · 已归档季度
AEF
名称等待档案录入
25被追踪持有人
0Δ持有人
6.89M持有股份
$48.25M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +8.9% · 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 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 2.84M | n/a | $19.89M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.76M | +47.5% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Lazard Asset Management Llc | 1.44M | n/a | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 220.88K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 194.84K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 143.51K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 62.52K | n/a | $437,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 47.14K | n/a | $329,978 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 39.21K | n/a | $274,470 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 18.32K | n/a | $128,228 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 18.08K | n/a | $126,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Blair William & Co/Il | 16.55K | n/a | $115,826 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 12.97K | n/a | $91,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 11.93K | n/a | $83,503 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 11.79K | n/a | $82,571 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 11.73K | n/a | $82,134 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 10.07K | n/a | $73,590 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 10.40K | n/a | $72,784 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 9.66K | n/a | $67,663 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Us Bancorp \De\ | 3.40K | n/a | $23,765 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.77K | n/a | $19,390 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 2.05K | n/a | $14,343 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 1.49K | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.14K | n/a | $7,960 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 540 | n/a | $3,780 | 0.0% | n/c | 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
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 63 持有人, 21.37M 股份, $155.70M 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。
公开市场买入 (P)
Oct 05
Clark Anthony S.
Director · 2.00K 股 @ 9.73 · $19,452
Sep 24
Clark Anthony S.
Director · 4.50K 股 @ 9.63 · $43,335
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 14
SC 13G/A: FIRST TRUST PORTFOLIOS LP
Oct 07
SC 13G/A: Allspring Global Investments Holdings…
Jul 24
SC 13G/A: CITY OF LONDON INVESTMENT MANAGEMENT CO…
Jul 14
SC 13G/A: FIRST TRUST PORTFOLIOS LP
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: Q4 2025 ·
方法论 ·
通过API获取此数据