证券记录 · 已归档季度
DFGR
名称等待档案录入
37被追踪持有人
0Δ持有人
9.84M持有股份
$259.92M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 +1.0% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 703.23K | $18.87M | n/a | n/a |
| Q2 2026 | 38 | +3 | 8.43M | $244.50M | +3 | n/a |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | n/a | n/a |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | n/a | n/a |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | n/a |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | n/a | n/a |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | n/a |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | n/a | −1 |
| Q2 2024 | 2 | n/a | 108.50K | $2.71M | 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 | Focus Partners Wealth | 4.01M | n/a | $105.84M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 1.37M | n/a | $36.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.17M | n/a | $30.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 580.77K | n/a | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 418.76K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 325.10K | +475.0% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 283.19K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 270.70K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 262.59K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 202.53K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 153.72K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mercer Global Advisors Inc /Adv | 113.22K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 92.75K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Creative Planning | 67.36K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 66.17K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Captrust Financial Advisors | 49.45K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 41.40K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | AQR Capital Management ✦ | 33.95K | +36.8% | $896,986 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Mariner, LLC | 30.83K | n/a | $814,608 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 26.97K | +88.2% | $712,495 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Truist Financial Corp | 23.73K | n/a | $626,887 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Morgan Stanley ✦ | 18.07K | +205.8% | $477,494 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Cetera Investment Advisers | 14.16K | n/a | $374,092 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 12.90K | n/a | $340,717 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 11.16K | n/a | $294,953 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 10.82K | n/a | $285,891 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Brown Advisory Inc | 10.44K | n/a | $275,798 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 4.18K | n/a | $110,403 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 4.05K | n/a | $107,080 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 2.73K | n/a | $72,219 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 1.75K | n/a | $46,314 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.22K | -8.0% | $32,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 503 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 378 | n/a | $9,987 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS Group AG | 282 | n/a | $7,450 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 43 | 0.0% | $1,136 | 0.0% | Held | 3 | 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): 312 持有人, 99.85M 股份, $2.64B 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