证券记录 · 已归档季度
AUSF
名称等待档案录入
20被追踪持有人
-2Δ持有人
7.73M持有股份
$363.47M报告持仓市值
+0新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 -9.1% ·
股份流向 +0.5% ·
净新建仓位 -10.0%
— 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 Q4 2025
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 | 20 | -1 | 6.83M | $336.90M | +3 | −4 |
| Q1 2026 | 22 | +2 | 6.29M | $304.94M | +4 | −2 |
| Q4 2025 | 20 | -2 | 7.73M | $363.47M | — | −2 |
| Q3 2025 | 5 | +1 | 40.85K | $1.90M | +1 | — |
| Q2 2025 | 1 | -1 | 778 | $34,789 | — | −1 |
| Q1 2025 | 1 | +1 | 12.00K | $523,800 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 4.68M | — | $221.87M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 1.25M | — | $58.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 620.53K | — | $28.77M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 251.93K | — | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 251.93K | — | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 250.38K | — | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 249.46K | — | $11.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 134.94K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 134.94K | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 106.34K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 77.00K | +165.5% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 66.62K | — | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 19.44K | — | $901,687 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 19.44K | — | $901,687 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 8.01K | — | $371,575 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Brown Advisory Inc | 6.74K | — | $312,348 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 6.66K | — | $308,917 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.44K | +85.2% | $66,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 1.05K | — | $48,503 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 319 | +31800.0% | $14,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 50 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 39 | — | $1,808 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $23 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $498,820 | 曾为 0.0% |
| JPMorgan Chase | $16,092 | 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): 86 持有人, 12.21M 股份, $581.45M 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