证券记录 · 已归档季度
FID
名称等待档案录入
18被追踪持有人
-1Δ持有人
2.27M持有股份
$46.69M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -1.1% ·
净新建仓位 -5.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 20 | 0 | 2.52M | $54.07M | +1 | −1 |
| Q1 2026 | 21 | +3 | 2.56M | $53.56M | +3 | — |
| Q4 2025 | 18 | -1 | 2.27M | $46.69M | +1 | −2 |
| Q3 2025 | 4 | +1 | 41.92K | $825,812 | +1 | — |
| Q2 2025 | 1 | +1 | 33.47K | $643,351 | +1 | — |
| Q2 2024 | 1 | — | 13.53K | $212,644 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.12M | — | $23.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 270.81K | — | $5.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 205.76K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 198.05K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 148.75K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 111.22K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 91.53K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 91.53K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 57.55K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 57.55K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 23.30K | — | $478,785 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 21.13K | — | $434,242 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 6.75K | 新增 | $138,613 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 5.77K | -3.9% | $118,652 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 4.31K | — | $88,515 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.44K | 0.0% | $70,723 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 3.44K | 0.0% | $70,723 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 3.10K | — | $63,664 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 1.12K | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 170 | — | $3,485 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | — | $11 | 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
| JPMorgan Chase | $138,613 | 0.0% |
已清仓
| Citadel Advisors | $410,410 | 曾为 0.0% |
| Goldman Sachs Group | $229,308 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 70 持有人, 6.41M 股份, $123.13M 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