证券记录 · 已归档季度
DFAR
名称等待档案录入
30被追踪持有人
+2Δ持有人
11.51M持有股份
$263.53M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +6.5% ·
净新建仓位 +6.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 35 | +4 | 8.32M | $217.74M | +7 | −4 |
| Q1 2026 | 32 | +2 | 12.02M | $288.87M | +3 | −1 |
| Q4 2025 | 30 | +2 | 11.51M | $263.53M | +2 | — |
| Q3 2025 | 2 | -1 | 14.63K | $348,920 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $242,483 | — | — |
| Q1 2025 | 1 | 0 | 14.36K | $341,337 | +1 | −1 |
| Q4 2024 | 1 | 0 | 26.52K | $617,144 | — | — |
| Q3 2024 | 1 | 0 | 21.40K | $548,670 | +1 | −1 |
| Q2 2024 | 1 | — | 45.89K | $1.01M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.80M | — | $87.11M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 2.58M | — | $58.98M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Prudential Financial Inc | 2.45M | — | $56.21M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 692.70K | 新增 | $15.86M | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 423.78K | — | $9.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 403.23K | — | $9.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Northwestern Mutual Wealth… | 219.52K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 130.67K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 125.09K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 106.69K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 99.84K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 86.32K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 81.38K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 78.26K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 64.32K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 28.02K | — | $641,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Sei Investments Co | 27.96K | — | $640,420 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 19.91K | — | $455,917 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 16.62K | 新增 | $380,687 | 0.0% | New | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 15.79K | — | $361,587 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 15.49K | — | $354,733 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 14.11K | — | $323,067 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Chevy Chase Trust Holdings, LLC | 9.95K | — | $227,936 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.13K | — | $117,482 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 3.43K | — | $78,550 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.28K | -84.2% | $53,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1.04K | — | $23,794 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Assetmark, Inc | 503 | — | $11,519 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 226 | +0.4% | $5,184 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 90 | — | $2,007 | 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
| Two Sigma Investments | $15.86M | 0.0% |
| D. E. Shaw & Co. | $380,687 | 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): 288 持有人, 50.11M 股份, $1.16B 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