证券记录 · 已归档季度
FDT
名称等待档案录入
31被追踪持有人
0Δ持有人
4.43M持有股份
$352.19M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 +0.8% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 844.38K | n/a | $67.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 418.05K | n/a | $33.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 406.08K | n/a | $32.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 284.77K | n/a | $22.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 268.83K | n/a | $21.36M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 207.84K | n/a | $16.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 203.04K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 153.13K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 151.40K | n/a | $12.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 101.77K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 79.94K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 42.20K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Truist Financial Corp | 40.00K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 30.04K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 22.16K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 16.33K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 11.97K | n/a | $951,292 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 10.76K | n/a | $855,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 8.97K | n/a | $712,653 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 7.48K | n/a | $594,038 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 5.16K | n/a | $410,103 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.14K | n/a | $249,173 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 3.06K | n/a | $243,014 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 3.03K | n/a | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 872 | +121.9% | $69,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 310 | n/a | $24,628 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 246 | n/a | $19,544 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 103 | n/a | $8,183 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 92 | n/a | $7,309 | 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): 179 持有人, 8.74M 股份, $726.48M 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