证券记录 · 已归档季度
EMHY
名称等待档案录入
30被追踪持有人
-1Δ持有人
4.81M持有股份
$194.37M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.2% ·
股份流向 -1.0% ·
净新建仓位 -3.3%
· 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 | 2 | 0 | 1.71M | $66.31M | n/a | n/a |
| Q2 2026 | 30 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | n/a |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | n/a | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | n/a |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | n/a | n/a |
| Q2 2024 | 1 | n/a | 36.48K | $1.35M | 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 | Assetmark, Inc | 1.25M | n/a | $50.50M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 774.43K | +8.4% | $31.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 492.00K | n/a | $19.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 483.21K | n/a | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 330.16K | n/a | $13.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 249.90K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 247.34K | n/a | $9.99M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 188.03K | -22.8% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mariner, LLC | 167.25K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 135.83K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 112.41K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Focus Partners Wealth | 83.30K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Tidal Investments LLC | 47.82K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 42.02K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 32.10K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 30.43K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 28.89K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 22.87K | n/a | $923,165 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 22.35K | n/a | $902,445 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 20.35K | n/a | $821,509 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 18.26K | n/a | $738,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Commonwealth Equity Services, Llc | 11.29K | n/a | $455,800 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 9.92K | n/a | $400,518 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 9.90K | n/a | $399,737 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.04K | n/a | $41,914 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.03K | +64.9% | $41,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 700 | n/a | $28,260 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Cwm, Llc | 407 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 184 | 新增 | $7,428 | 0.0% | New | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 108 | n/a | $4,360 | 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
| JPMorgan Chase | $7,428 | 0.0% |
已清仓
| D. E. Shaw & Co. | $1.53M | 曾为 0.0% |
| Citadel Advisors | $541,173 | 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): 114 持有人, 8.36M 股份, $324.86M 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