证券记录 · 已归档季度
BSMV
名称等待档案录入
23被追踪持有人
-1Δ持有人
2.49M持有股份
$52.58M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 -4.2% ·
股份流向 +4.1% ·
净新建仓位 -4.3%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 390.53K | — | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 246.75K | +72.2% | $5.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 220.51K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Invesco Ltd. | 210.77K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Lido Advisors, LLC | 195.70K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 189.24K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 184.34K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 182.68K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 106.14K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 78.26K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 67.87K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 61.68K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 60.03K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 59.33K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 58.16K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 47.82K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 35.53K | — | $750,900 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 31.00K | — | $655,297 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cerity Partners LLC | 24.33K | — | $514,215 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 18.68K | — | $395,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 17.05K | — | $360,246 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 951 | — | $20,104 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 212 | 0.0% | $4,481 | 0.0% | Held | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| JPMorgan Chase | $112,950 | 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): 77 持有人, 5.76M 股份, $118.44M 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