证券记录 · 已归档季度
EVV
名称等待档案录入
30被追踪持有人
0Δ持有人
23.07M持有股份
$228.68M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.8% · 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 | 1 | 0 | 55.34K | $465,929 | n/a | −1 |
| Q2 2026 | 33 | +1 | 24.82M | $232.69M | +4 | −3 |
| Q1 2026 | 33 | +3 | 23.14M | $218.64M | +5 | −2 |
| Q4 2025 | 30 | 0 | 23.07M | $228.68M | +1 | −1 |
| Q3 2025 | 2 | 0 | 10.07M | $102.21M | +1 | −1 |
| Q2 2025 | 1 | +1 | 10.74K | $110,233 | +1 | n/a |
| Q4 2024 | 2 | +1 | 29.53K | $288,508 | +1 | n/a |
| Q3 2024 | 1 | +1 | 63.41K | $666,439 | +1 | 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 ✦ | 10.00M | -0.4% | $99.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Ameriprise Financial Inc | 4.51M | n/a | $44.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 1.45M | n/a | $14.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 1.34M | n/a | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 976.10K | n/a | $9.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 810.95K | n/a | $8.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 766.56K | n/a | $7.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 519.84K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 362.47K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 342.46K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 294.99K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 282.34K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 253.59K | 新增 | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Creative Planning | 228.40K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 212.33K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 178.16K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 152.30K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 98.81K | n/a | $979,257 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 67.89K | n/a | $679,947 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 60.08K | n/a | $600,167 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 40.16K | n/a | $398,005 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 30.11K | n/a | $298,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 27.12K | n/a | $268,800 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Envestnet Asset Management Inc | 22.60K | n/a | $223,953 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 19.03K | n/a | $188,566 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 12.12K | n/a | $120,064 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 1.15K | n/a | $11,397 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.06K | n/a | $10,515 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 477 | n/a | $4,724 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 419 | n/a | $4,000 | 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
| Citadel Advisors | $2.51M | 0.0% |
已清仓
| Millennium Management | $223,300 | 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): 136 持有人, 40.50M 股份, $293.66M 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