证券记录 · 已归档季度
CZA
名称等待档案录入
30被追踪持有人
+1Δ持有人
895.64K持有股份
$99.27M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.4% ·
股份流向 +1.3% ·
净新建仓位 +3.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 28 | -2 | 475.27K | $58.28M | n/a | −2 |
| Q1 2026 | 31 | +1 | 542.68K | $59.78M | +4 | −3 |
| Q4 2025 | 30 | +1 | 895.64K | $99.27M | +1 | n/a |
| Q3 2025 | 4 | -1 | 143.97K | $15.82M | n/a | −1 |
| Q2 2025 | 2 | 0 | 8.87K | $946,168 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.51K | $780,103 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.15K | $223,364 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $428,710 | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.97K | $387,814 | 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 | Toronto Dominion Bank | 360.00K | n/a | $39.89M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 130.23K | +0.9% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 108.86K | n/a | $12.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 74.34K | n/a | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 36.27K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | IMC-Chicago, LLC | 27.99K | n/a | $3.10M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 24.28K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Truist Financial Corp | 17.14K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 15.47K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 13.48K | +26.2% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 9.41K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 9.01K | n/a | $998,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 8.53K | n/a | $944,999 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 8.37K | 新增 | $926,879 | 0.0% | New | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 7.82K | n/a | $865,936 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 7.38K | n/a | $817,345 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 6.32K | n/a | $700,255 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 5.78K | n/a | $640,451 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 5.10K | n/a | $564,897 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 4.26K | n/a | $472,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 3.93K | n/a | $436,128 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 3.20K | n/a | $354,796 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 2.51K | n/a | $278,119 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2.21K | 0.0% | $244,878 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Mariner, LLC | 2.01K | n/a | $222,782 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.01K | -50.0% | $112,134 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 449 | n/a | $49,751 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 135 | n/a | $14,959 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 127 | n/a | $14,072 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 32 | n/a | $3,546 | 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
| Citadel Advisors | $926,879 | 0.0% |
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): 63 持有人, 722.77K 股份, $76.20M 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