证券记录 · 已归档季度
CLOI
名称等待档案录入
22被追踪持有人
0Δ持有人
3.55M持有股份
$187.55M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 +5.3% · 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 | 19.89K | $1.05M | n/a | −1 |
| Q2 2026 | 27 | +5 | 3.91M | $206.96M | +5 | −1 |
| Q1 2026 | 24 | +2 | 3.02M | $159.31M | +7 | −5 |
| Q4 2025 | 22 | 0 | 3.55M | $187.55M | n/a | n/a |
| Q3 2025 | 2 | -1 | 164.46K | $8.73M | n/a | −1 |
| Q2 2025 | 1 | 0 | 28.05K | $1.49M | n/a | n/a |
| Q1 2025 | 1 | 0 | 72.72K | $3.84M | n/a | n/a |
| Q4 2024 | 1 | +1 | 23.74K | $1.25M | +1 | n/a |
| Q2 2024 | 1 | n/a | 68.84K | $3.64M | 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 | LPL Financial LLC | 2.03M | n/a | $107.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 321.04K | n/a | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 270.21K | +64.8% | $14.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 194.16K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 169.16K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 129.85K | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 101.29K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 94.15K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 74.08K | +16075.3% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 43.43K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.01K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 30.14K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 20.85K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 14.02K | n/a | $740,290 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 12.38K | n/a | $654,015 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 6.82K | n/a | $359,900 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 2.68K | n/a | $141,531 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 705 | n/a | $37,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 263 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 224 | n/a | $11,829 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 218 | n/a | $11,513 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 112 | n/a | $5,915 | 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
| 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): 165 持有人, 14.60M 股份, $756.64M 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。
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