证券记录 · 已归档季度
ESG
名称等待档案录入
18被追踪持有人
-1Δ持有人
126.97K持有股份
$20.10M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 -5.3% ·
股份流向 -12.0% ·
净新建仓位 -5.6%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | +1 | 133.15K | $23.41M | +2 | −2 |
| Q1 2026 | 17 | -1 | 157.58K | $23.91M | +1 | −2 |
| Q4 2025 | 18 | -1 | 126.97K | $20.10M | n/a | −1 |
| Q3 2025 | 6 | +1 | 42.45K | $6.55M | +1 | n/a |
| Q2 2025 | 2 | 0 | 4.25K | $623,397 | n/a | n/a |
| Q1 2025 | 1 | 0 | 6.01K | $807,040 | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.69K | $645,791 | n/a | n/a |
| Q3 2024 | 1 | -1 | 8.11K | $1.10M | n/a | −1 |
| Q2 2024 | 2 | n/a | 5.71K | $732,664 | 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 | LPL Financial LLC | 50.99K | n/a | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 19.17K | -3.8% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Susquehanna International Group, Llp | 17.89K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 6.76K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 5.97K | n/a | $944,670 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.97K | n/a | $786,967 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 3.47K | -80.8% | $548,647 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | Cetera Investment Advisers | 3.39K | n/a | $537,067 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 3.28K | n/a | $518,411 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 2.77K | n/a | $438,220 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 2.14K | 0.0% | $338,651 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 2.00K | n/a | $321,926 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.88K | n/a | $297,872 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 1.80K | n/a | $284,847 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 356 | 0.0% | $56,307 | 0.0% | Held | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 72 | -50.0% | $11,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 50 | n/a | $7,912 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1 | n/a | $118 | 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
| Two Sigma Investments | $277,599 | 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): 50 持有人, 308.45K 股份, $41.02M 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