证券记录 · 已归档季度
CGBD
名称等待档案录入
52被追踪持有人
-1Δ持有人
14.80M持有股份
$185.01M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -1.9% ·
股份流向 +0.7% ·
净新建仓位 -1.9%
· 公式
集中增持：持股数量上升，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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.76K | $292,569 | n/a | n/a |
| Q2 2026 | 47 | 0 | 14.62M | $153.96M | +5 | −5 |
| Q1 2026 | 48 | -4 | 15.21M | $166.37M | +4 | −8 |
| Q4 2025 | 52 | -1 | 14.80M | $185.01M | +2 | −3 |
| Q3 2025 | 9 | +2 | 4.00M | $49.95M | +3 | −1 |
| Q2 2025 | 4 | 0 | 570.65K | $7.81M | n/a | n/a |
| Q1 2025 | 3 | +1 | 543.63K | $8.80M | +1 | n/a |
| Q4 2024 | 2 | -2 | 310.33K | $5.56M | n/a | −2 |
| Q3 2024 | 4 | +1 | 438.45K | $7.44M | +2 | −1 |
| Q2 2024 | 3 | n/a | 448.34K | $7.95M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.47M | n/a | $43.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.57M | +6.7% | $32.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 887.66K | n/a | $11.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 862.26K | n/a | $10.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 737.40K | +1.4% | $9.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Mariner, LLC | 543.89K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Sumitomo Mitsui Trust Group, Inc. | 519.74K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Legal & General Group Plc | 518.84K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Toronto Dominion Bank | 500.00K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 494.13K | +0.2% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 428.52K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Corient Private Wealth LP | 349.30K | n/a | $4.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 344.42K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 269.72K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 256.47K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Russell Investments Group, Ltd. | 202.64K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 151.75K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 138.13K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 130.89K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 121.61K | +182.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | LPL Financial LLC | 109.90K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Universal- Beteiligungs- und… | 100.25K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 79.09K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 76.31K | n/a | $953,176 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 75.92K | n/a | $948,246 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Neuberger Berman Group LLC | 73.08K | n/a | $912,819 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 71.75K | n/a | $896,207 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 70.17K | n/a | $876,439 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 69.96K | 新增 | $873,788 | 0.0% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 64.96K | n/a | $811,318 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Osaic Holdings, Inc. | 57.07K | n/a | $713,015 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Connor, Clark & Lunn Investment… | 50.26K | n/a | $627,785 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 50.00K | n/a | $624,500 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 49.17K | n/a | $614,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | AQR Capital Management ✦ | 41.47K | 新增 | $517,973 | 0.0% | New | 1 | SEC ↗ |
| 36 | Millennium Management ✦ | 36.07K | -60.5% | $450,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 34.12K | n/a | $426,150 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 28.75K | n/a | $364,038 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mackenzie Financial Corp | 27.47K | n/a | $348,406 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fisher Asset Management ✦ | 22.46K | 0.0% | $280,537 | 0.0% | Held | 6 | SEC ↗ |
| 41 | Northern Trust Corp | 21.68K | n/a | $270,746 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Squarepoint Ops LLC | 21.47K | n/a | $268,160 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 17.56K | n/a | $219,349 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 14.63K | n/a | $182,897 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Nomura Holdings Inc | 14.38K | n/a | $179,544 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 13.52K | n/a | $168,865 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 9.34K | n/a | $117,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 3.68K | n/a | $45,938 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 1.53K | n/a | $19,110 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Nomura Asset Management Co Ltd | 369 | n/a | $4,609 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 189 | n/a | $2,360 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 1 | n/a | $12 | 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
| Citadel Advisors | $873,788 | 0.0% |
| AQR Capital Management | $517,973 | 0.0% |
已清仓
| Marshall Wace | $1.76M | 曾为 0.0% |
| D. E. Shaw & Co. | $599,538 | 曾为 0.0% |
| Goldman Sachs Group | $216,113 | 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): 152 持有人, 25.49M 股份, $259.04M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 12
Nestor John G.
Director · 3.11K 股 · $34,815
Aug 12
Nestor John G.
Director · 87 股 · $978
Aug 12
Nestor John G.
Director · 8.63K 股 · $96,781
Aug 12
Nestor John G.
Director · 4.98K 股 · $55,668
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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