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
广泛减持：持股数量下降，持有人数量减少
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
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 |
| 2 | Raymond James Financial Inc | 138.55K | n/a | $22.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 136.98K | n/a | $22.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 125.11K | n/a | $20.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 58.04K | n/a | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $8.09M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 48.71K | n/a | $7.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Truist Financial Corp | 47.16K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 31.76K | n/a | $5.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 30.23K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Creative Planning | 25.38K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 17.74K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 17.25K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.62K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 14.15K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 13.87K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 12.67K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 11.22K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 7.13K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.90K | n/a | $320,497 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 897 | n/a | $145,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 834 | n/a | $135,027 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 427 | 0.0% | $69,111 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 389 | n/a | $62,961 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 115 | n/a | $18,613 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 50 | n/a | $8,093 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 6 | n/a | $971 | 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
| 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
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