证券记录 · 已归档季度
DFE
名称等待档案录入
26被追踪持有人
0Δ持有人
358.60K持有股份
$25.76M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 -8.8% · 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 ✦ | 114.45K | -23.2% | $8.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 54.61K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 54.07K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 19.64K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Jane Street Group, Llc | 17.65K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Gotham Asset Management ✦ | 15.19K | 0.0% | $1.09M | 0.0% | Held | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 13.60K | n/a | $976,971 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 12.33K | n/a | $885,610 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 9.81K | n/a | $704,849 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 8.05K | n/a | $578,378 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 7.88K | n/a | $565,755 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 6.83K | n/a | $490,727 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 6.66K | n/a | $478,497 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 4.50K | n/a | $323,511 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 4.04K | n/a | $290,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 3.29K | +9.5% | $235,980 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 1.51K | n/a | $108,155 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.31K | n/a | $93,889 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.13K | n/a | $81,462 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | TD Waterhouse Canada Inc. | 925 | n/a | $66,249 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 395 | n/a | $28,375 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 300 | n/a | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 200 | n/a | $14,324 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 142 | -23.2% | $10,201 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Blair William & Co/Il | 95 | n/a | $6,824 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 8 | n/a | $575 | 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): 61 持有人, 602.16K 股份, $42.60M 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