证券记录 · 已归档季度
FAB
名称等待档案录入
25被追踪持有人
0Δ持有人
425.69K持有股份
$37.95M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 +0.6% · 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 | 26 | 0 | 479.50K | $48.68M | +1 | −1 |
| Q1 2026 | 26 | +1 | 494.68K | $46.77M | +1 | n/a |
| Q4 2025 | 25 | 0 | 425.69K | $37.95M | n/a | n/a |
| Q3 2025 | 5 | 0 | 93.52K | $8.16M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.89K | $559,806 | +1 | −1 |
| Q1 2025 | 1 | 0 | 4.30K | $341,893 | +1 | −1 |
| Q4 2024 | 1 | 0 | 22.13K | $1.83M | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.42K | $204,548 | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.49K | $2.32M | 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 ✦ | 63.84K | +2.1% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 61.73K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 45.67K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 42.94K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 34.57K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 33.22K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 22.04K | -2.2% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 21.34K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 19.51K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 19.04K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 13.53K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 8.74K | n/a | $779,716 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 8.53K | +35.9% | $760,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 6.64K | n/a | $591,869 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 6.20K | n/a | $552,315 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 4.25K | n/a | $378,580 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 4.23K | n/a | $376,797 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 3.95K | n/a | $352,158 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 3.18K | n/a | $283,674 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 806 | n/a | $71,827 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 789 | 0.0% | $70,363 | 0.0% | Held | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 700 | -50.0% | $62,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citigroup Inc | 135 | n/a | $12,036 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 98 | n/a | $8,737 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 20 | n/a | $1,783 | 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): 67 持有人, 676.16K 股份, $62.42M 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