证券记录 · 已归档季度
FEP
名称等待档案录入
30被追踪持有人
0Δ持有人
3.88M持有股份
$208.94M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 -0.3% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -2 | 4.78M | $272.83M | +2 | −4 |
| Q1 2026 | 35 | +5 | 4.61M | $252.08M | +6 | −1 |
| Q4 2025 | 30 | 0 | 3.88M | $208.94M | — | — |
| Q3 2025 | 4 | +1 | 879.01K | $44.99M | +1 | — |
| Q2 2025 | 1 | — | 405 | $19,359 | — | — |
| Q4 2024 | 1 | +1 | 25.33K | $907,145 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 860.88K | +6.3% | $46.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | First Trust Advisors Lp | 707.82K | — | $38.05M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 508.29K | — | $27.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 294.71K | — | $15.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 273.73K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 199.66K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 196.43K | — | $10.56M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 163.27K | — | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 163.27K | — | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 115.36K | — | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 110.85K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 110.85K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 97.59K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 97.59K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 82.22K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 59.60K | — | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 50.12K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 38.95K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 26.93K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 17.20K | — | $924,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 15.77K | — | $847,549 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 15.31K | — | $822,875 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 9.51K | — | $511,152 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 6.20K | — | $333,457 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 5.70K | — | $306,397 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 5.41K | — | $290,974 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 5.02K | — | $269,687 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.25K | — | $228,250 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 3.87K | -94.1% | $208,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 2.06K | — | $111,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.80K | -45.6% | $96,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.80K | -45.6% | $96,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.00K | — | $53,755 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 429 | 0.0% | $23,061 | 0.0% | Held | 3 | 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
| 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): 127 持有人, 6.18M 股份, $324.10M 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