证券记录 · 已归档季度
BSMQ
名称等待档案录入
29被追踪持有人
0Δ持有人
4.73M持有股份
$111.80M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 -3.6% · 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 | Wells Fargo & Company/Mn | 605.68K | n/a | $14.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 531.21K | n/a | $12.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 438.28K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 377.80K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 309.47K | n/a | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 305.70K | -1.9% | $7.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 221.48K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 217.81K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank of New York Mellon Corp | 194.98K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 175.09K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 163.16K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 158.71K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 138.23K | -55.1% | $3.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 112.53K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 110.50K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 90.99K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 88.04K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 85.96K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 79.55K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 74.09K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 62.51K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 43.41K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Brown Advisory Inc | 34.40K | n/a | $813,388 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 29.04K | n/a | $686,690 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 27.41K | n/a | $647,732 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cetera Investment Advisers | 23.48K | n/a | $555,084 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 14.29K | n/a | $338,101 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 14.15K | n/a | $335,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 577 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 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): 142 持有人, 8.91M 股份, $206.52M 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
持有该证券的受追踪机构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