证券记录 · 已归档季度
DTH
名称等待档案录入
29被追踪持有人
-1Δ持有人
4.39M持有股份
$226.58M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 -3.3% ·
股份流向 -1.1% ·
净新建仓位 -3.4%
· 公式
广泛减持：持股数量下降，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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.19K | $230,284 | n/a | n/a |
| Q2 2026 | 32 | +3 | 5.07M | $274.22M | +4 | −2 |
| Q1 2026 | 31 | +2 | 5.12M | $277.03M | +3 | −1 |
| Q4 2025 | 29 | -1 | 4.39M | $226.58M | n/a | −1 |
| Q3 2025 | 4 | +1 | 905.24K | $44.49M | +1 | n/a |
| Q2 2025 | 1 | n/a | 2.56K | $118,823 | n/a | n/a |
| Q4 2024 | 1 | +1 | 220.21K | $8.32M | +1 | n/a |
| Q2 2024 | 1 | n/a | 11.87K | $455,504 | 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 | Bank Of America Corp /De/ | 1.42M | n/a | $73.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 826.44K | +5.3% | $42.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 779.98K | n/a | $40.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 399.00K | n/a | $20.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 104.75K | n/a | $5.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cwm, Llc | 93.82K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 93.15K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 88.23K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 80.27K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 68.65K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 66.46K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 61.57K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 45.27K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 44.48K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of Montreal /Can/ | 40.21K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 37.77K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 37.54K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 28.53K | -58.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 21.36K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 19.61K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.14K | n/a | $574,657 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.47K | n/a | $385,744 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 5.92K | n/a | $305,333 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 4.08K | n/a | $212,553 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 2.83K | n/a | $145,937 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 2.73K | n/a | $140,779 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 2.14K | +3.9% | $110,526 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Blair William & Co/Il | 468 | n/a | $24,151 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 156 | n/a | $8,050 | 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
| Citadel Advisors | $2.48M | 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): 108 持有人, 7.96M 股份, $417.38M 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