证券记录 · 已归档季度
FEX
名称等待档案录入
38被追踪持有人
0Δ持有人
4.72M持有股份
$560.09M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 -1.2% · 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 | -1.9% | $131.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 995.61K | n/a | $118.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 503.14K | n/a | $59.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 306.17K | n/a | $36.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 227.88K | n/a | $27.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 225.42K | n/a | $26.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 213.87K | n/a | $25.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 200.43K | n/a | $23.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 175.36K | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 161.66K | n/a | $19.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 114.67K | n/a | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 78.88K | n/a | $9.36M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 60.31K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 55.78K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 47.35K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 46.61K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 34.51K | -9.6% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 23.70K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 17.86K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 16.21K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 15.24K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 13.27K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 11.74K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 8.54K | +0.3% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.46K | -56.7% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 7.81K | n/a | $926,801 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 7.80K | n/a | $924,967 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Lido Advisors, LLC | 7.26K | n/a | $847,787 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 4.63K | -79.9% | $549,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cwm, Llc | 4.16K | n/a | $494,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 3.95K | n/a | $468,338 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3.46K | n/a | $410,365 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Mariner, LLC | 3.25K | n/a | $385,547 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 3.02K | n/a | $370,999 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.21K | -24.8% | $261,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 2.04K | 0.0% | $241,859 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 1.23K | n/a | $145,898 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 300 | n/a | $35,585 | 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): 227 持有人, 7.03M 股份, $780.80M 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