证券记录 · 已归档季度
FDIS
名称等待档案录入
52被追踪持有人
+1Δ持有人
5.20M持有股份
$532.07M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 +2.0% ·
股份流向 +1.1% ·
净新建仓位 +1.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 52 | +2 | 3.69M | $379.11M | +4 | −2 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.48M | — | $152.64M | 0.6% | n/c | 1 | SEC ↗ |
| 5 | Charles Schwab Investment… | 1.25M | — | $127.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 852.42K | — | $87.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 212.09K | — | $21.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 204.01K | +12.2% | $20.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 156.29K | — | $15.97M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 133.44K | — | $13.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 120.72K | — | $12.33M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 79.04K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 71.15K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 67.42K | -1.7% | $6.89M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 23 | Stifel Financial Corp | 60.66K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 60.66K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 57.90K | +135.4% | $5.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 56.80K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 55.19K | — | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 53.32K | +11.5% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 38.13K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 35.48K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 32.22K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 22.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 22.85K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 22.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 22.69K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 22.11K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 14.77K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 13.89K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Raymond James Financial Inc | 13.89K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 12.85K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 8.02K | — | $837,223 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Hrt Financial Lp | 7.13K | — | $728,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Creative Planning | 6.55K | — | $668,910 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 6.28K | 新增 | $641,565 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 6.24K | — | $637,630 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 5.11K | — | $521,798 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 4.69K | — | $479,497 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 4.46K | — | $455,451 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 4.46K | — | $455,451 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 4.13K | — | $422,169 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 2.88K | — | $294,323 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 2.88K | — | $294,119 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Franklin Resources Inc | 2.88K | — | $294,119 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Corient Private Wealth LP | 2.52K | — | $257,343 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Marshall Wace ✦ | 2.49K | -82.1% | $254,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Jane Street Group, Llc | 2.19K | — | $223,322 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 1.97K | — | $201,153 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 1.37K | — | $140,164 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 1.30K | -34.3% | $133,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Deutsche Bank Ag\ | 847 | — | $86,530 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 284 | — | $29,013 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Fifth Third Bancorp | 257 | — | $26,255 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 257 | — | $26,214 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 250 | — | $25,540 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Blair William & Co/Il | 171 | — | $17,469 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | BlackRock ✦ (被动) | 100 | +9900.0% | $10,215 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Cwm, Llc | 94 | — | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Us Bancorp \De\ | 54 | — | $5,517 | 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
| Point72 Asset Management | $641,565 | 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): 229 持有人, 7.51M 股份, $682.53M 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