证券记录 · 已归档季度
FAD
名称等待档案录入
27被追踪持有人
-2Δ持有人
1.11M持有股份
$180.26M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -6.9% ·
股份流向 -0.7% ·
净新建仓位 -7.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 29 | 0 | 1.40M | $280.42M | +2 | −2 |
| Q1 2026 | 30 | +3 | 1.19M | $188.30M | +3 | — |
| Q4 2025 | 27 | -2 | 1.11M | $180.26M | — | −2 |
| Q3 2025 | 5 | -1 | 366.85K | $58.90M | — | −1 |
| Q2 2025 | 3 | +2 | 8.44K | $1.24M | +2 | — |
| Q2 2024 | 1 | — | 20.24K | $2.49M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 308.45K | +4.1% | $49.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 308.45K | +4.1% | $49.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 138.55K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 138.55K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 136.98K | — | $22.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 136.98K | — | $22.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 125.11K | — | $20.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 58.04K | — | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $8.09M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 48.71K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 48.71K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 48.71K | — | $7.88M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 47.16K | — | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 31.76K | — | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 30.23K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 30.23K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 25.38K | — | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 17.74K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 17.25K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 14.62K | — | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 14.15K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 13.87K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 13.87K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 12.67K | — | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 11.22K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 7.13K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 1.90K | — | $320,497 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 897 | — | $145,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 834 | — | $135,027 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 427 | 0.0% | $69,111 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 389 | — | $62,961 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 115 | — | $18,613 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 50 | — | $8,093 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 6 | — | $971 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $3.21M | 曾为 0.0% |
| JPMorgan Chase | $12,780 | 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): 99 持有人, 1.64M 股份, $252.78M 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