证券记录 · 已归档季度
BPRE
名称等待档案录入
38被追踪持有人
+5Δ持有人
31.47M持有股份
$472.07M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +15.2% ·
股份流向 +3.4% ·
净新建仓位 +13.2%
— 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 7.88M | — | $118.19M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 5.46M | — | $81.97M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 4.29M | — | $64.32M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 3.21M | — | $48.18M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 3.17M | — | $47.60M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.52M | — | $22.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 1.03M | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 904.10K | — | $13.56M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 777.36K | — | $11.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 504.65K | 新增 | $7.57M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 429.89K | 新增 | $6.45M | 0.0% | New | 1 | SEC ↗ |
| 12 | Creative Planning | 348.35K | — | $5.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 304.85K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 296.15K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 295.21K | — | $4.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 208.98K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 112.39K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 95.21K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 93.30K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 85.70K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 73.72K | — | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 65.57K | — | $983,535 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 63.99K | — | $959,880 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Baird Financial Group, Inc. | 45.32K | — | $679,785 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Hrt Financial Lp | 38.28K | — | $574,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 32.94K | 新增 | $494,025 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 32.80K | 新增 | $492,000 | 0.0% | New | 1 | SEC ↗ ×2 |
| 28 | Fisher Asset Management ✦ | 22.53K | 新增 | $337,965 | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 20.26K | — | $303,930 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 16.24K | — | $243,555 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 15.49K | — | $233,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Bank Of America Corp /De/ | 6.11K | — | $91,605 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 6.02K | — | $90,300 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | TD Waterhouse Canada Inc. | 4.00K | — | $59,640 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 1.15K | — | $17,250 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 1.03K | — | $15,390 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 815 | — | $12,225 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 2 | — | $30 | 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
| Morgan Stanley | $7.57M | 0.0% |
| Citadel Advisors | $6.45M | 0.0% |
| BlackRock | $494,025 | 0.0% |
| JPMorgan Chase | $492,000 | 0.0% |
| Fisher Asset Management | $337,965 | 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): 316 持有人, 73.57M 股份, $1.13B 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。
公开市场买入 (P)
Sep 14
MacDonald Ryan S
Other · 5.50K 股 @ 12.00 · $66,000
Sep 14
MacDonald Ryan S
Other · 2.55K 股 @ 11.90 · $30,345
Sep 14
MacDonald Ryan S
Other · 500 股 @ 11.91 · $5,955
Sep 14
MacDonald Ryan S
Other · 2.60K 股 @ 11.92 · $30,992
Sep 14
MacDonald Ryan S
Other · 2.90K 股 @ 11.93 · $34,537
Sep 14
MacDonald Ryan S
Other · 1.90K 股 @ 11.94 · $22,686
Sep 14
MacDonald Ryan S
Other · 300 股 @ 11.95 · $3,585
Sep 14
MacDonald Ryan S
Other · 100 股 @ 11.96 · $1,196
Sep 14
MacDonald Ryan S
Other · 400 股 @ 11.98 · $4,792
Sep 14
MacDonald Ryan S
Other · 4.00K 股 @ 11.99 · $47,960
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
Aug 27
SC 13D/A — Saba Capital Management, L.P.
5.1% 占股份类别 · 查看 SEC 原始申报文件 ↗
Aug 25
SC 13G — CAPTRUST FINANCIAL ADVISORS
Aug 03
SC 13D — Saba Capital Management, L.P.
5.0% 占股份类别 · 查看 SEC 原始申报文件 ↗
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