证券记录 · 已归档季度
BSMS
名称等待档案录入
25被追踪持有人
-1Δ持有人
3.52M持有股份
$82.76M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 -2.3% ·
净新建仓位 -4.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 478.53K | n/a | $11.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 379.07K | n/a | $8.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 368.73K | -11.2% | $8.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Truist Financial Corp | 298.84K | n/a | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 257.27K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 226.79K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 213.78K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 197.62K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 174.41K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 123.25K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 117.13K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 108.40K | n/a | $2.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 102.97K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 92.33K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 65.40K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 58.55K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Lido Advisors, LLC | 54.18K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 48.72K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 46.96K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 41.13K | n/a | $966,580 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 24.63K | n/a | $578,795 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.34K | n/a | $455,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 11.77K | n/a | $276,694 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.21K | n/a | $263,986 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 856 | n/a | $20,000 | 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
| Goldman Sachs Group | $822,873 | 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): 126 持有人, 7.99M 股份, $183.87M 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