证券记录 · 已归档季度
AVES
名称等待档案录入
29被追踪持有人
0Δ持有人
3.53M持有股份
$205.76M报告持仓市值
+1新建仓位
−1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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +4 | 6.70M | $439.64M | +6 | −2 |
| Q1 2026 | 34 | +5 | 6.24M | $374.39M | +7 | −2 |
| Q4 2025 | 29 | 0 | 3.53M | $205.76M | +1 | −1 |
| Q3 2025 | 5 | 0 | 27.16K | $1.56M | — | — |
| Q2 2025 | 2 | -1 | 17.43K | $933,516 | — | −1 |
| Q1 2025 | 2 | +1 | 26.98K | $1.27M | +1 | — |
| Q4 2024 | 1 | 0 | 12.66K | $584,889 | — | — |
| Q3 2024 | 1 | +1 | 4.43K | $230,769 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.77M | — | $103.34M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 737.38K | — | $43.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 247.84K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 238.87K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 129.45K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Corient Private Wealth LP | 129.45K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 70.61K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 55.49K | 新增 | $3.24M | 0.0% | New | 1 | SEC ↗ |
| 9 | Creative Planning | 49.31K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 36.51K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 34.28K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 31.02K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.02K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 23.77K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 21.50K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 21.14K | +9.6% | $1.23M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 20.61K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 8.19K | — | $477,501 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 6.80K | — | $396,275 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 5.58K | — | $325,609 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 5.50K | — | $320,980 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 2.96K | — | $172,714 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.93K | 0.0% | $170,979 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.93K | 0.0% | $170,979 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 2.32K | — | $136,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 2.01K | — | $117,261 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.40K | — | $81,575 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 268 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 266 | +1008.3% | $15,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 238 | — | $13,878 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 115 | -39.1% | $6,721 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 62 | — | $3,615 | 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
| Citadel Advisors | $3.24M | 0.0% |
已清仓
| Goldman Sachs Group | $271,762 | 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): 164 持有人, 17.69M 股份, $1.05B 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