证券记录 · 已归档季度
ETV
名称等待档案录入
37被追踪持有人
0Δ持有人
11.77M持有股份
$168.96M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 +0.3% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.31K | $214,461 | n/a | n/a |
| Q2 2026 | 35 | -1 | 12.07M | $179.64M | +2 | −3 |
| Q1 2026 | 37 | -1 | 12.13M | $165.84M | +1 | −2 |
| Q4 2025 | 37 | 0 | 11.77M | $168.96M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.91M | $27.26M | +1 | −1 |
| Q2 2025 | 2 | +1 | 45.43K | $630,151 | +2 | −1 |
| Q1 2025 | 1 | +1 | 17.15K | $226,525 | +1 | n/a |
| Q2 2024 | 1 | n/a | 24.62K | $336,596 | 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 ✦ | 1.81M | -0.4% | $26.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.80M | n/a | $25.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 1.51M | n/a | $21.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.11M | n/a | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 701.36K | n/a | $10.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 506.66K | n/a | $7.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 463.96K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Mml Investors Services, Llc | 463.50K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 438.11K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 436.65K | n/a | $6.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 436.17K | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 318.18K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 302.63K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 293.73K | n/a | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 252.04K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 122.77K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 122.19K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 120.65K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 105.52K | +82.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 76.45K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 61.04K | n/a | $876,523 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 47.79K | n/a | $686,272 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 46.76K | n/a | $671,459 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 43.03K | n/a | $617,968 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Focus Partners Wealth | 35.04K | n/a | $493,586 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 32.81K | 0.0% | $471,219 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 28.03K | n/a | $402,489 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 17.96K | n/a | $259,599 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 17.68K | n/a | $253,899 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 12.87K | n/a | $184,756 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 10.18K | n/a | $146,199 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 9.83K | n/a | $141,124 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 3.55K | n/a | $50,978 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 3.08K | n/a | $44,157 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 858 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 638 | -50.1% | $9,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 336 | n/a | $4,825 | 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): 178 持有人, 21.94M 股份, $290.49M 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