证券记录 · 已归档季度
CSQ
名称等待档案录入
35被追踪持有人
-1Δ持有人
24.93M持有股份
$478.57M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.8% ·
股份流向 -0.5% ·
净新建仓位 -2.9%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.77M | — | $91.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 4.21M | -2.1% | $80.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 3.93M | — | $75.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 3.06M | — | $58.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 2.09M | — | $40.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 2.03M | — | $38.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 1.21M | — | $23.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 754.79K | — | $14.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 670.23K | — | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 393.04K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 300.40K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 299.16K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 285.90K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 165.01K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 117.25K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 97.27K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 96.07K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 91.62K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 84.50K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 55.17K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Corient Private Wealth LP | 36.14K | — | $695,196 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Goldman Sachs Group ✦ | 31.65K | 0.0% | $607,603 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 24.64K | — | $479,494 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 23.66K | — | $454,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Empower Advisory Group, LLC | 18.41K | — | $353,453 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 15.65K | +112.8% | $300,506 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Mml Investors Services, Llc | 14.28K | — | $274,206 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Neuberger Berman Group LLC | 11.14K | — | $213,811 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 10.59K | — | $203,391 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 10.06K | — | $193,210 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 9.91K | — | $190,291 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 7.44K | — | $143,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 2.24K | — | $42,950 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 642 | — | $12,327 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 0 | — | $4 | 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
| Citadel Advisors | $872,062 | 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): 217 持有人, 38.48M 股份, $654.65M 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。
Sep 11
SC 13G — Equitable Holdings, Inc.
Sep 08
SC 13G — BlackRock Portfolio Management LLC
Sep 08
SC 13G — LINCOLN NATIONAL LIFE INSURANCE CO /IN/
Sep 08
SC 13G/A — MetLife Investment Management, LLC
Jul 28
SC 13G/A — Apollo Management Holdings GP, LLC
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