证券记录 · 已归档季度
DFSI
名称等待档案录入
22被追踪持有人
-1Δ持有人
2.16M持有股份
$92.80M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.3% ·
股份流向 +2.4% ·
净新建仓位 -4.5%
· 公式
集中增持：持股数量上升，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 | Focus Partners Wealth | 1.17M | n/a | $50.00M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 184.31K | n/a | $7.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 172.08K | n/a | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 131.33K | +80.1% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 123.28K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 86.06K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 65.60K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 47.68K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 43.41K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 39.06K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 28.00K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 16.57K | n/a | $710,079 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 12.57K | n/a | $538,776 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.96K | n/a | $426,716 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 9.56K | n/a | $409,498 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Brown Advisory Inc | 8.26K | n/a | $353,728 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 5.93K | n/a | $254,114 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.12K | -49.7% | $90,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.28K | n/a | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 522 | n/a | $22,365 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 299 | n/a | $12,811 | 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
| Goldman Sachs Group | $505,038 | 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): 226 持有人, 16.11M 股份, $674.64M 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