证券记录 · 已归档季度
CFA
名称等待档案录入
30被追踪持有人
0Δ持有人
2.53M持有股份
$229.94M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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +3 | 2.67M | $263.86M | +3 | — |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | — | — |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | — |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | — | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | — | — |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | — | — |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | — | — |
| Q2 2024 | 1 | — | 41.79K | $3.32M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 639.75K | -1.0% | $58.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 364.21K | — | $33.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 240.76K | — | $21.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 213.62K | — | $19.44M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 213.62K | — | $19.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 208.25K | — | $18.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 208.25K | — | $18.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 167.31K | — | $15.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 120.50K | — | $10.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 117.37K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 95.65K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 73.48K | -28.8% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 52.85K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 46.64K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 38.06K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 38.06K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 36.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 36.34K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 20.11K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 19.32K | +220.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 18.15K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Allspring Global Investments… | 13.60K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 6.12K | — | $556,510 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northern Trust Corp | 5.90K | — | $536,683 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 4.68K | — | $425,560 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 4.67K | — | $425,350 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 3.86K | — | $351,076 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 3.80K | — | $346,261 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.74K | — | $340,650 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Sei Investments Co | 2.67K | — | $242,900 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.11K | -50.1% | $191,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.73K | 0.0% | $157,390 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Cwm, Llc | 963 | — | $88,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 172 | — | $15,654 | 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
| 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): 71 持有人, 3.42M 股份, $304.65M 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