证券记录 · 已归档季度
BALI
名称等待档案录入
25被追踪持有人
+1Δ持有人
11.01M持有股份
$348.78M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 +15.9% ·
净新建仓位 +4.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 31 | +2 | 19.31M | $653.03M | +4 | −2 |
| Q1 2026 | 30 | +5 | 14.22M | $437.59M | +8 | −3 |
| Q4 2025 | 25 | +1 | 11.01M | $348.78M | +1 | — |
| Q3 2025 | 4 | +1 | 922.65K | $29.28M | +1 | — |
| Q2 2025 | 1 | — | 82.49K | $2.48M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.80M | — | $57.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.80M | — | $57.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 1.73M | +43339550.0% | $54.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 1.69M | — | $53.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.68M | — | $53.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 729.60K | — | $23.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 729.60K | — | $23.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 729.60K | — | $23.11M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 586.13K | — | $18.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 557.67K | — | $17.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 383.70K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 383.70K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 315.99K | +2.6% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 307.51K | -47.8% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 290.39K | — | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 276.49K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 276.49K | — | $8.76M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 269.46K | — | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 152.06K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 105.58K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 46.14K | 新增 | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 30.85K | — | $977,201 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 27.84K | +9.4% | $882,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 27.84K | +9.4% | $882,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 13.34K | — | $422,677 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 7.72K | — | $244,570 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 6.38K | — | $202,277 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 706 | — | $22,366 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 396 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 105 | — | $3,326 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 70 | — | $2,000 | 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
| Gotham Asset Management | $1.46M | 0.0% |
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): 140 持有人, 20.14M 股份, $618.19M 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
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