证券记录 · 已归档季度
DVYE
名称等待档案录入
47被追踪持有人
0Δ持有人
10.08M持有股份
$314.08M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 -8.3% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 337.01K | $11.57M | n/a | n/a |
| Q2 2026 | 47 | -1 | 11.45M | $369.28M | +1 | −2 |
| Q1 2026 | 49 | +2 | 10.60M | $364.10M | +5 | −3 |
| Q4 2025 | 47 | 0 | 10.08M | $314.08M | n/a | n/a |
| Q3 2025 | 6 | 0 | 2.76M | $81.91M | n/a | n/a |
| Q2 2025 | 4 | 0 | 192.68K | $5.52M | n/a | n/a |
| Q1 2025 | 2 | +1 | 73.36K | $2.00M | +1 | n/a |
| Q4 2024 | 1 | 0 | 30.19K | $779,885 | n/a | n/a |
| Q3 2024 | 1 | 0 | 63.10K | $1.81M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.65K | $1.73M | 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/ | 1.22M | n/a | $37.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Creative Planning | 1.09M | n/a | $34.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 1.09M | +9.4% | $33.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 938.17K | n/a | $29.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Susquehanna International Group, Llp | 787.77K | n/a | $24.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 733.74K | n/a | $22.86M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 332.97K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 303.33K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 282.76K | -77.5% | $8.81M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 277.12K | -15.1% | $8.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 269.92K | n/a | $8.41M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | State Of Wisconsin Investment Board | 267.95K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 253.75K | n/a | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 250.00K | n/a | $7.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 244.32K | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Commonwealth Equity Services, Llc | 231.83K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 201.16K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Marshall Wace ✦ | 180.88K | +4.3% | $5.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 19 | Stifel Financial Corp | 145.68K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 130.68K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 103.24K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 100.70K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 97.55K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 69.04K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 60.81K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 55.04K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 52.29K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 51.00K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 45.52K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 45.31K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 43.15K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 22.98K | n/a | $716,159 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 20.49K | n/a | $638,344 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 13.69K | +93.0% | $426,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 13.29K | n/a | $414,050 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Mml Investors Services, Llc | 12.79K | n/a | $398,582 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 9.14K | n/a | $284,219 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 8.28K | n/a | $258,129 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | CIBC Asset Management Inc | 6.75K | n/a | $210,423 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 6.49K | n/a | $202,291 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.26K | n/a | $70,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Blair William & Co/Il | 1.62K | n/a | $50,635 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.29K | -38.9% | $40,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 850 | n/a | $26,486 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Simplex Trading, Llc | 370 | n/a | $11,529 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 230 | n/a | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 175 | n/a | $5,468 | 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): 194 持有人, 18.61M 股份, $629.93M 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