证券记录 · 已归档季度
EVUS
名称等待档案录入
21被追踪持有人
+1Δ持有人
5.68M持有股份
$181.74M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.0% ·
股份流向 -2.0% ·
净新建仓位 +4.8%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 28 | +4 | 6.51M | $228.56M | +5 | −1 |
| Q1 2026 | 25 | +4 | 6.55M | $207.65M | +5 | −1 |
| Q4 2025 | 21 | +1 | 5.68M | $181.74M | +1 | — |
| Q3 2025 | 2 | +1 | 572.49K | $18.00M | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.33M | — | $106.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 797.95K | — | $25.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 455.57K | -20.3% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 455.57K | -20.3% | $14.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Lido Advisors, LLC | 232.86K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 216.26K | — | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 168.35K | — | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 151.10K | — | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 107.71K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 83.97K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 41.95K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 41.95K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 23.24K | — | $744,511 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 18.17K | — | $582,199 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 13.70K | — | $439,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 11.62K | — | $372,354 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.62K | — | $372,354 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 9.27K | — | $297,107 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 6.56K | — | $210,150 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 1.53K | +74.1% | $48,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 928 | — | $29,747 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 695 | — | $22,268 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 617 | 新增 | $19,769 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 153 | — | $4,902 | 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
| Fidelity (FMR) | $19,769 | 0.0% |
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): 111 持有人, 7.30M 股份, $215.61M 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