证券记录 · 已归档季度
DWAS
名称等待档案录入
39被追踪持有人
0Δ持有人
6.07M持有股份
$593.88M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 +1.4% · 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 | Wealth Enhancement Advisory… | 4.52M | n/a | $443.62M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 326.94K | +4.6% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Goldman Sachs Group ✦ | 192.94K | +53.3% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Royal Bank Of Canada | 133.78K | n/a | $12.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 129.09K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 127.36K | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 111.97K | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 111.64K | n/a | $10.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 100.00K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 83.51K | n/a | $8.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 67.68K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Baird Financial Group, Inc. | 31.26K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 18.40K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 15.37K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 14.61K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 11.66K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 9.09K | n/a | $879,692 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.59K | n/a | $734,035 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 7.44K | +21.8% | $719,995 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 7.18K | +68.7% | $694,781 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 6.82K | n/a | $659,768 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 5.75K | n/a | $556,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.39K | -12.0% | $424,411 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Creative Planning | 3.86K | n/a | $373,803 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 3.52K | n/a | $340,245 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 3.21K | n/a | $310,229 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 3.11K | n/a | $301,133 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 2.89K | -4.4% | $279,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 2.69K | n/a | $260,015 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 2.55K | n/a | $246,662 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 2.50K | n/a | $241,538 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.92K | +3.0% | $185,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 1.00K | n/a | $96,867 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 461 | n/a | $44,610 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 375 | n/a | $36,287 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 96 | n/a | $9,289 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Citigroup Inc | 66 | n/a | $6,386 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 50 | n/a | $4,838 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 2 | n/a | $194 | 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): 100 持有人, 2.46M 股份, $237.44M 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