证券记录 · 已归档季度
AGGY
名称等待档案录入
31被追踪持有人
0Δ持有人
9.47M持有股份
$417.08M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 -1.5% · 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 | Bank Of America Corp /De/ | 2.33M | — | $102.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.48M | — | $65.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 1.31M | — | $57.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 1.24M | — | $54.50M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 709.75K | — | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 540.51K | — | $23.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 284.13K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 256.92K | — | $11.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 240.18K | +1.8% | $10.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 151.53K | — | $6.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 136.65K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 130.35K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 125.42K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 106.38K | -53.0% | $4.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Osaic Holdings, Inc. | 79.42K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 79.13K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 73.90K | — | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 63.22K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Envestnet Asset Management Inc | 62.58K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 20.14K | — | $887,279 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 17.10K | — | $753,243 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 12.57K | — | $553,585 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Commonwealth Equity Services, Llc | 6.35K | — | $279,914 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.29K | -82.5% | $233,068 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 3.72K | — | $164,505 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 3.58K | — | $157,611 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.25K | — | $99,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 1.06K | — | $46,752 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 431 | — | $18,986 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 162 | — | $7,137 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 96 | -9.4% | $4,237 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"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
| 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): 162 持有人, 16.90M 股份, $731.71M 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: Q4 2025 ·
方法论 ·
通过API获取此数据