证券记录 · 已归档季度
CSM
名称等待档案录入
32被追踪持有人
0Δ持有人
2.25M持有股份
$179.20M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 -0.2% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 799.73K | -1.7% | $63.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Kayne Anderson Rudnick Investment… | 380.40K | — | $30.26M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 293.12K | — | $23.36M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 121.56K | — | $9.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 98.93K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 76.81K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Bank Of America Corp /De/ | 69.75K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Wells Fargo & Company/Mn | 65.42K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 48.41K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 47.40K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mercer Global Advisors Inc /Adv | 41.41K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 34.20K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 32.83K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 29.97K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 13.20K | +266.7% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 12.63K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 12.61K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Commonwealth Equity Services, Llc | 11.93K | — | $950,255 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 7.68K | — | $612,256 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 7.50K | -6.3% | $597,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Empower Advisory Group, LLC | 7.03K | — | $559,911 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 5.94K | — | $472,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.61K | — | $447,005 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 5.42K | — | $431,758 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 4.40K | — | $350,273 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 4.00K | — | $318,513 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 3.08K | — | $245,733 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 2.90K | — | $234,084 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 2.90K | — | $230,951 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 2.14K | — | $170,834 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 369 | -50.0% | $29,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 310 | — | $24,701 | 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): 100 持有人, 3.39M 股份, $249.36M 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