证券记录 · 已归档季度
EIPI
名称等待档案录入
24被追踪持有人
+1Δ持有人
6.91M持有股份
$137.28M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.3% ·
股份流向 +1.8% ·
净新建仓位 +4.2%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 89.20K | $1.97M | n/a | −1 |
| Q2 2026 | 31 | +4 | 8.45M | $184.52M | +5 | −2 |
| Q1 2026 | 29 | +4 | 7.71M | $173.28M | +6 | −2 |
| Q4 2025 | 24 | +1 | 6.91M | $137.28M | +1 | n/a |
| Q3 2025 | 2 | 0 | 2.58M | $51.16M | n/a | n/a |
| Q2 2025 | 1 | +1 | 14.43K | $284,616 | +1 | n/a |
| Q4 2024 | 1 | 0 | 17.86K | $348,130 | n/a | n/a |
| Q3 2024 | 1 | 0 | 35.93K | $695,187 | n/a | n/a |
| Q2 2024 | 1 | n/a | 20.03K | $372,193 | 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 | Morgan Stanley ✦ | 2.66M | +3.7% | $52.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.14M | n/a | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 873.90K | n/a | $17.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 737.67K | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 431.20K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 271.55K | n/a | $5.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 163.35K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 148.66K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 128.81K | n/a | $2.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 113.75K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 72.22K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 25.27K | n/a | $502,115 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25.17K | n/a | $500,092 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 25.04K | 新增 | $497,577 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 20.38K | n/a | $405,011 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 16.50K | n/a | $327,846 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 15.10K | n/a | $300,106 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 14.43K | 0.0% | $286,784 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 11.61K | n/a | $230,631 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 6.93K | n/a | $137,679 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 2.99K | n/a | $59,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 1.22K | n/a | $24,202 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 572 | n/a | $11,366 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 20 | n/a | $397 | 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
| Fisher Asset Management | $497,577 | 0.0% |
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): 151 持有人, 16.91M 股份, $372.15M 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