证券记录 · 已归档季度
CDC
名称等待档案录入
29被追踪持有人
0Δ持有人
5.21M持有股份
$343.30M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 -1.0% · 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 | Morgan Stanley ✦ | 1.14M | -8.0% | $75.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 671.67K | n/a | $44.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 578.06K | n/a | $38.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 538.84K | n/a | $35.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 444.51K | n/a | $29.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 305.07K | n/a | $20.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 270.16K | n/a | $17.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 223.61K | n/a | $14.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 167.47K | n/a | $11.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 164.65K | n/a | $10.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 115.85K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 104.92K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 101.19K | +76.2% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 63.06K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 54.27K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 49.71K | +7.7% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Truist Financial Corp | 39.06K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 38.84K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 32.28K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 29.64K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 25.89K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 16.44K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Jane Street Group, Llc | 10.20K | n/a | $672,210 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 9.30K | n/a | $612,975 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 6.19K | n/a | $407,784 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 4.04K | n/a | $266,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 2.66K | 0.0% | $175,399 | 0.0% | Held | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 355 | -26.4% | $23,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 174 | -43.5% | $11,436 | 0.0% | ▼ Trim | 3 | 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): 99 持有人, 6.80M 股份, $471.47M 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