证券记录 · 已归档季度
FDMO
名称等待档案录入
24被追踪持有人
0Δ持有人
4.22M持有股份
$354.49M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 +5.8% · 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 | 15.37K | $1.47M | n/a | −1 |
| Q2 2026 | 34 | +7 | 5.48M | $539.99M | +8 | −1 |
| Q1 2026 | 28 | +4 | 5.54M | $443.54M | +4 | n/a |
| Q4 2025 | 24 | 0 | 4.22M | $354.49M | n/a | n/a |
| Q3 2025 | 4 | -2 | 1.93M | $160.52M | n/a | −2 |
| Q2 2025 | 3 | +1 | 1.94M | $147.47M | +1 | n/a |
| Q1 2025 | 1 | 0 | 42.20K | $2.75M | +1 | −1 |
| Q4 2024 | 1 | 0 | 8.80K | $612,575 | +1 | −1 |
| Q3 2024 | 1 | +1 | 37.85K | $2.50M | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.11M | +16.7% | $177.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.32M | n/a | $110.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 195.06K | n/a | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 141.95K | n/a | $11.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 106.80K | n/a | $8.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 83.35K | n/a | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 56.85K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 38.66K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 27.72K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 27.11K | -59.3% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 24.41K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 22.84K | -48.1% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Wealth Enhancement Advisory… | 19.34K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.54K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 15.26K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 6.47K | n/a | $543,214 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 4.28K | n/a | $359,360 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 3.77K | -69.9% | $316,109 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 2.53K | n/a | $212,664 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 629 | n/a | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 307 | n/a | $25,776 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 79 | n/a | $6,623 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 6 | n/a | $528 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | n/a | $53 | 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): 94 持有人, 6.69M 股份, $525.98M 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