证券记录 · 已归档季度
DFNL
名称等待档案录入
19被追踪持有人
+2Δ持有人
2.15M持有股份
$104.07M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 +11.8% ·
股份流向 +3.2% ·
净新建仓位 +10.5%
— 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 | 22 | -2 | 2.58M | $127.47M | — | −2 |
| Q1 2026 | 25 | +6 | 2.64M | $118.17M | +6 | — |
| Q4 2025 | 19 | +2 | 2.15M | $104.07M | +2 | — |
| Q3 2025 | 1 | -1 | 947.90K | $42.86M | — | −1 |
| Q2 2025 | 1 | 0 | 11.20K | $480,885 | — | — |
| Q1 2025 | 1 | +1 | 23.52K | $923,905 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 998.16K | +5.3% | $48.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 396.82K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 199.24K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 199.24K | — | $9.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 128.85K | — | $6.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 90.97K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 90.97K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 85.51K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 85.51K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 85.51K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 51.81K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 27.77K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 27.77K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 22.78K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.82K | 新增 | $812,959 | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 13.19K | — | $637,420 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 10.08K | — | $487,210 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 8.82K | — | $426,174 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 8.07K | — | $390,265 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 1.74K | — | $84,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.38K | — | $66,603 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 349 | — | $16,867 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 37 | 新增 | $1,788 | 0.0% | New | 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
| Citadel Advisors | $812,959 | 0.0% |
| Fidelity (FMR) | $1,788 | 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): 61 持有人, 6.99M 股份, $248.55M 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