证券记录 · 已归档季度
DWLD
名称等待档案录入
23被追踪持有人
-1Δ持有人
4.49M持有股份
$209.46M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 -4.2% ·
股份流向 +2.2% ·
净新建仓位 -4.3%
— 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 | 21 | -5 | 5.48M | $253.56M | — | −5 |
| Q1 2026 | 27 | +4 | 5.28M | $231.33M | +4 | — |
| Q4 2025 | 23 | -1 | 4.49M | $209.46M | — | −1 |
| Q3 2025 | 3 | +2 | 1.59M | $72.06M | +2 | — |
| Q2 2024 | 1 | — | 8.59K | $286,442 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.68M | +7.1% | $78.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 728.80K | — | $33.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 388.59K | — | $18.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 336.13K | — | $15.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 320.64K | — | $14.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 221.83K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 221.83K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 173.77K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 166.17K | — | $7.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 107.38K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 107.38K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 90.71K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 77.08K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 49.55K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 40.77K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 30.60K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 15.18K | — | $707,995 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 14.95K | — | $697,194 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 14.55K | — | $678,612 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 13.27K | — | $618,773 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 7.40K | 0.0% | $345,136 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Mariner, LLC | 6.60K | — | $307,784 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 5.01K | — | $233,653 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 1.50K | — | $70,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 2 | — | $86 | 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
| Citadel Advisors | $765,653 | 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): 62 持有人, 8.21M 股份, $358.91M 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