证券记录 · 已归档季度
EOI
名称等待档案录入
25被追踪持有人
0Δ持有人
6.45M持有股份
$132.56M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 -0.2% · 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 | Raymond James Financial Inc | 1.45M | n/a | $29.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 809.56K | -1.3% | $16.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Focus Partners Wealth | 780.00K | n/a | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 595.75K | n/a | $12.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 513.97K | n/a | $10.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 459.48K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 328.82K | n/a | $6.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 259.12K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 214.07K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 201.00K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 190.80K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Truist Financial Corp | 189.57K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 95.39K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 86.04K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 66.54K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 50.03K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 44.83K | n/a | $921,729 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 40.43K | n/a | $831,250 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 40.15K | n/a | $825,504 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 10.80K | n/a | $222,070 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 9.99K | n/a | $205,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 4.86K | n/a | $99,837 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.83K | -56.8% | $78,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 274 | n/a | $5,633 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 24 | n/a | $493 | 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): 81 持有人, 9.57M 股份, $169.82M 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