证券记录 · 已归档季度
ERC
名称等待档案录入
19被追踪持有人
0Δ持有人
3.74M持有股份
$34.76M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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | -3 | 3.72M | $34.28M | +1 | −4 |
| Q1 2026 | 22 | +3 | 3.67M | $33.03M | +4 | −1 |
| Q4 2025 | 19 | 0 | 3.74M | $34.76M | — | — |
| Q3 2025 | 1 | — | 588.79K | $5.64M | — | — |
| Q4 2024 | 1 | +1 | 11.62K | $106,769 | +1 | — |
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 | 820.33K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 820.33K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 795.45K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 579.58K | -1.6% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 545.51K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 545.51K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 264.14K | — | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 131.58K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 125.64K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 106.55K | — | $990,887 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 106.55K | — | $990,887 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 79.84K | — | $742,678 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 79.84K | — | $742,678 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 69.70K | — | $648,173 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 69.70K | — | $648,173 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 62.00K | — | $576,594 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 46.83K | — | $435,538 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 30.85K | — | $286,865 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 23.47K | — | $219,886 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 22.76K | — | $211,656 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 22.19K | — | $206,356 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 10.89K | — | $101,320 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 602 | — | $5,595 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 1 | — | $7 | 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
| 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): 72 持有人, 9.88M 股份, $60.98M 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