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
集中积累 — 持股数量上升但持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +2 | 2.60M | $117.10M | +2 | — |
| Q1 2026 | 25 | +3 | 2.45M | $104.14M | +5 | −2 |
| Q4 2025 | 22 | -1 | 2.16M | $92.80M | — | −1 |
| Q3 2025 | 4 | +1 | 89.76K | $3.68M | +1 | — |
| Q1 2025 | 1 | 0 | 189.15K | $6.60M | — | — |
| Q4 2024 | 1 | 0 | 10.14K | $333,099 | +1 | −1 |
| Q3 2024 | 1 | +1 | 11.16K | $398,841 | +1 | — |
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 | — | $50.00M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 184.31K | — | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 172.08K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 131.33K | +80.1% | $5.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 123.28K | — | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 86.06K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 86.06K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 65.60K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 47.68K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 43.41K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 39.06K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 28.00K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 16.57K | — | $710,079 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 12.57K | — | $538,776 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 9.96K | — | $426,716 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 9.96K | — | $426,716 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 9.56K | — | $409,498 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Brown Advisory Inc | 8.26K | — | $353,728 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 6.40K | +2077.9% | $274,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.93K | — | $254,114 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.12K | -49.7% | $90,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.28K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 522 | — | $22,365 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 299 | — | $12,811 | 0.0% | n/c | 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
| 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
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