证券记录 · 已归档季度
DFEV
名称等待档案录入
28被追踪持有人
-2Δ持有人
5.81M持有股份
$195.96M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -3.5% ·
净新建仓位 -7.1%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | Jones Financial Companies Lllp | 1.62M | n/a | $54.76M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 939.62K | n/a | $31.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 932.68K | n/a | $31.47M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 831.37K | -0.8% | $28.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 252.38K | n/a | $8.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Corient Private Wealth LP | 208.94K | n/a | $7.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 154.13K | n/a | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 144.24K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 130.53K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 84.65K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 84.35K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 66.56K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 62.75K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 58.15K | -51.3% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 56.96K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 39.91K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 37.23K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 32.10K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 16.63K | n/a | $561,130 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 15.16K | n/a | $511,425 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 9.26K | n/a | $312,424 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 7.88K | n/a | $266,016 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 7.28K | -6.3% | $245,560 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Cerity Partners LLC | 6.18K | n/a | $208,378 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 3.95K | n/a | $133,324 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 1.40K | n/a | $47,270 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 430 | n/a | $14,508 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 395 | n/a | $13,317 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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
| Citadel Advisors | $3.48M | 曾为 0.0% |
| Goldman Sachs Group | $962,345 | 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): 264 持有人, 31.28M 股份, $1.05B 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