证券记录 · 已归档季度
CLM
名称等待档案录入
34被追踪持有人
0Δ持有人
8.65M持有股份
$72.29M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.2% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 31.80K | $205,452 | n/a | n/a |
| Q2 2026 | 27 | -5 | 9.35M | $70.69M | +1 | −7 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | n/a |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | n/a | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | n/a | n/a |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | n/a | n/a |
| Q2 2024 | 2 | n/a | 107.98K | $831,461 | 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 | Osaic Holdings, Inc. | 3.37M | n/a | $28.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.80M | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 1.20M | n/a | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 558.88K | +11.6% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 367.47K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 284.56K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jane Street Group, Llc | 180.28K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 178.09K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 160.36K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 87.88K | n/a | $734,652 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 60.90K | n/a | $509,127 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 50.28K | n/a | $420,306 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Toronto Dominion Bank | 50.00K | n/a | $418,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 46.86K | n/a | $391,740 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 41.26K | +41.3% | $344,917 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 34.04K | n/a | $287,972 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 30.35K | n/a | $253,758 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 26.63K | n/a | $222,660 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 20.89K | n/a | $174,641 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 17.63K | n/a | $147,420 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 15.92K | n/a | $133,058 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 15.00K | 新增 | $125,400 | 0.0% | New | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.19K | n/a | $85,186 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 10.17K | -61.7% | $85,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Assetmark, Inc | 7.96K | n/a | $66,542 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 6.50K | n/a | $54,382 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 3.90K | n/a | $32,562 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.03K | 新增 | $25,350 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.91K | n/a | $15,951 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.25K | n/a | $10,450 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Royal Bank Of Canada | 1.00K | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 165 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 2 | n/a | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Danske Bank A/S | 2 | n/a | $17 | 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
| Goldman Sachs Group | $125,400 | 0.0% |
| JPMorgan Chase | $25,350 | 0.0% |
已清仓
| Fisher Asset Management | $212,009 | 曾为 0.0% |
| Citadel Advisors | $207,919 | 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): 138 持有人, 42.45M 股份, $295.12M 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)
Aug 31
Greer Peter
Director · 1.50K 股 @ 6.63 · $9,945
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
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