证券记录 · 已归档季度
CII
名称等待档案录入
28被追踪持有人
0Δ持有人
5.85M持有股份
$136.75M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 0.0% · 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 | 30 | +4 | 6.35M | $166.09M | +5 | −1 |
| Q1 2026 | 26 | -2 | 6.27M | $131.74M | +1 | −3 |
| Q4 2025 | 28 | 0 | 5.85M | $136.75M | — | — |
| Q3 2025 | 1 | — | 699.99K | $16.10M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.05M | — | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 706.74K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 706.74K | — | $16.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 701.18K | +0.2% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 499.29K | — | $11.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 483.92K | — | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 456.94K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 456.94K | — | $10.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 425.55K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 425.55K | — | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 399.99K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 399.99K | — | $9.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 314.72K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 233.39K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 233.39K | — | $5.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 94.00K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 88.70K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 80.42K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 60.39K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 60.39K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 48.34K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | First Trust Advisors Lp | 47.05K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 38.01K | — | $888,388 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 38.01K | — | $888,388 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 23.72K | — | $554,273 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Hrt Financial Lp | 21.60K | — | $504,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 17.55K | — | $410,027 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 16.49K | — | $385,474 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 16.36K | — | $382,425 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 8.58K | — | $200,515 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mirae Asset Global Investments Co.… | 5.70K | — | $133,302 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 4.59K | — | $107,292 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.65K | — | $61,860 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 2.60K | — | $60,832 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 1.01K | — | $23,557 | 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): 105 持有人, 9.33M 股份, $192.98M 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