证券记录 · 已归档季度
DFP
名称等待档案录入
23被追踪持有人
0Δ持有人
2.69M持有股份
$55.38M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 -0.1% · 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 | Raymond James Financial Inc | 1.22M | n/a | $25.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 308.92K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 279.23K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 196.02K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 148.59K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 129.17K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 87.69K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 48.57K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 48.33K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 40.64K | n/a | $844,926 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 38.26K | n/a | $795,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 23.28K | n/a | $483,973 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 21.49K | n/a | $446,761 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 19.47K | n/a | $404,740 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 14.30K | n/a | $297,297 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.27K | n/a | $255,092 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 10.17K | n/a | $211,476 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 9.89K | n/a | $205,717 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 3.35K | n/a | $69,543 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 28.98K | n/a | $42,910 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.84K | n/a | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.80K | n/a | $37,422 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 73 | n/a | $1,529 | 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): 79 持有人, 5.39M 股份, $81.61M 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