证券记录 · 已归档季度
CFO
名称等待档案录入
27被追踪持有人
0Δ持有人
2.49M持有股份
$183.62M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 -1.4% · 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 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 429.81K | — | $31.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 392.53K | — | $28.99M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 324.69K | — | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 259.25K | -8.4% | $19.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 246.36K | — | $18.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 169.30K | — | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 169.13K | — | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 142.88K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 96.78K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 67.12K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 33.45K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 28.94K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 27.84K | +56.8% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.84K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 16.66K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 15.48K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 14.27K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 10.39K | — | $767,639 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 4.60K | — | $339,755 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 4.60K | 0.0% | $339,755 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Hrt Financial Lp | 3.82K | — | $281,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 3.08K | -87.5% | $227,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cwm, Llc | 840 | — | $62,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 756 | +11.0% | $55,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135 | -50.0% | $9,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 50 | — | $3,692 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 26 | — | $1,920 | 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): 67 持有人, 3.09M 股份, $223.95M 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