证券记录 · 已归档季度

FISI

名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

66被追踪持有人

0Δ持有人

10.46M持有股份

$326.35M报告持仓市值

+1新建仓位

−1清仓

Stable 5 被追踪股份持续上升的季度数 ●●●●●○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 0.0% · 股份流向 -1.5% · 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	44.73K	$1.75M	n/a	−1
Q2 2026	73	+4	10.18M	$394.99M	+10	−6
Q1 2026	71	+5	10.46M	$331.56M	+9	−4
Q4 2025	66	0	10.46M	$326.35M	+1	−1
Q3 2025	19	+2	7.32M	$199.25M	+2	n/a
Q2 2025	14	0	5.63M	$144.56M	n/a	n/a
Q1 2025	11	+1	2.92M	$73.01M	+1	n/a
Q4 2024	10	+3	2.36M	$64.54M	+3	n/a
Q3 2024	6	-2	926.96K	$23.61M	n/a	−2
Q2 2024	8	n/a	987.35K	$19.08M	n/a	n/a

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	BlackRock ✦ (被动)	1.46M	+0.7%	$45.56M	0.0%	▲ Add	3	SEC ↗ ×7
2	The Vanguard Group ✦ (被动)	1.16M	+5.6%	$36.06M	0.0%	▲ Add	3	SEC ↗ ×4
3	Wellington Management ✦	1.05M	+42.4%	$32.71M	0.0%	▲ Add	5	SEC ↗ ×2
4	Adage Capital Partners ✦	972.04K	+19.8%	$30.30M	0.0%	▲ Add	5	SEC ↗
5	Dimensional Fund Advisors Lp	955.91K	n/a	$29.80M	0.0%	n/c	1	SEC ↗ ×4
6	State Street Global Advisors ✦ (被动)	507.39K	-6.8%	$15.98M	0.0%	▼ Trim	5	SEC ↗
7	Geode Capital Management ✦ (被动)	482.15K	-0.8%	$15.03M	0.0%	▼ Trim	7	SEC ↗ ×2
8	Hotchkis & Wiley Capital Management…	361.45K	n/a	$11.27M	0.0%	n/c	1	SEC ↗
9	Commonwealth Equity Services, Llc	355.48K	n/a	$11.08M	0.0%	n/c	1	SEC ↗
10	Morgan Stanley ✦	337.49K	+27.4%	$10.52M	0.0%	▲ Add	2	SEC ↗ ×12
11	JPMorgan Chase ✦	288.08K	-61.9%	$8.98M	0.0%	▼ Trim	2	SEC ↗ ×5
12	Renaissance Technologies ✦	271.30K	-12.9%	$8.46M	0.0%	▼ Trim	7	SEC ↗
13	Alliancebernstein L.P.	240.13K	n/a	$7.48M	0.0%	n/c	1	SEC ↗
14	Goldman Sachs Group ✦	214.58K	-2.3%	$6.69M	0.0%	▼ Trim	2	SEC ↗ ×2
15	ProShare Advisors LLC	195.51K	n/a	$6.09M	0.0%	n/c	1	SEC ↗
16	Charles Schwab Investment…	168.75K	n/a	$5.26M	0.0%	n/c	1	SEC ↗
17	Two Sigma Investments ✦	163.53K	-6.8%	$5.10M	0.0%	▼ Trim	7	SEC ↗
18	Northern Trust Corp	160.29K	n/a	$5.00M	0.0%	n/c	1	SEC ↗ ×4
19	Bank of New York Mellon Corp	121.43K	n/a	$3.78M	0.0%	n/c	1	SEC ↗ ×5
20	AQR Capital Management ✦	94.58K	+0.1%	$2.95M	0.0%	▲ Add	7	SEC ↗ ×5
21	Fidelity (FMR) ✦	60.77K	+30.3%	$1.89M	0.0%	▲ Add	3	SEC ↗ ×2
22	Bank Of America Corp /De/	59.46K	n/a	$1.85M	0.0%	n/c	1	SEC ↗ ×3
23	New York State Common Retirement…	59.41K	n/a	$1.85M	0.0%	n/c	1	SEC ↗
24	American Century Companies Inc	54.15K	n/a	$1.69M	0.0%	n/c	1	SEC ↗
25	Universal- Beteiligungs- und…	46.18K	n/a	$1.44M	0.0%	n/c	1	SEC ↗
26	Ameriprise Financial Inc	41.53K	n/a	$1.29M	0.0%	n/c	1	SEC ↗
27	Russell Investments Group, Ltd.	38.45K	n/a	$1.20M	0.0%	n/c	1	SEC ↗ ×5
28	Victory Capital Management Inc	37.97K	n/a	$1.18M	0.0%	n/c	1	SEC ↗
29	Nuveen, LLC	37.03K	n/a	$1.15M	0.0%	n/c	1	SEC ↗ ×2
30	Barclays Plc	36.32K	n/a	$1.13M	0.0%	n/c	1	SEC ↗
31	Invesco Ltd.	35.29K	n/a	$1.10M	0.0%	n/c	1	SEC ↗ ×3
32	Jane Street Group, Llc	27.41K	n/a	$854,369	0.0%	n/c	1	SEC ↗ ×3
33	UBS Group AG	26.10K	n/a	$813,538	0.0%	n/c	1	SEC ↗ ×3
34	Rhumbline Advisers	25.57K	n/a	$797,135	0.0%	n/c	1	SEC ↗
35	Federated Hermes, Inc.	25.11K	n/a	$782,803	0.0%	n/c	1	SEC ↗
36	Citadel Advisors ✦	23.27K	+171.3%	$725,451	0.0%	▲ Add	7	SEC ↗ ×2
37	Wells Fargo & Company/Mn	22.98K	n/a	$716,316	0.0%	n/c	1	SEC ↗ ×2
38	Creative Planning	18.33K	n/a	$571,467	0.0%	n/c	1	SEC ↗
39	Point72 Asset Management ✦	17.99K	新增	$560,655	0.0%	New	1	SEC ↗
40	Quantinno Capital Management LP	17.31K	n/a	$539,525	0.0%	n/c	1	SEC ↗
41	Sei Investments Co	16.88K	n/a	$526,124	0.0%	n/c	1	SEC ↗ ×2
42	Franklin Resources Inc	16.84K	n/a	$524,809	0.0%	n/c	1	SEC ↗ ×3
43	Marshall Wace ✦	15.92K	-8.5%	$496,352	0.0%	▼ Trim	2	SEC ↗ ×2
44	D. E. Shaw & Co. ✦	14.64K	-33.5%	$456,298	0.0%	▼ Trim	2	SEC ↗
45	Deutsche Bank Ag\	14.47K	n/a	$450,968	0.0%	n/c	1	SEC ↗
46	Captrust Financial Advisors	13.47K	n/a	$419,953	0.0%	n/c	1	SEC ↗
47	T. Rowe Price ✦	11.77K	+11.7%	$367,000	0.0%	▲ Add	4	SEC ↗
48	Millennium Management ✦	11.70K	-93.7%	$364,533	0.0%	▼ Trim	5	SEC ↗
49	Citigroup Inc	11.23K	n/a	$350,195	0.0%	n/c	1	SEC ↗ ×2
50	Wealth Enhancement Advisory…	11.14K	n/a	$350,036	0.0%	n/c	1	SEC ↗
51	Prudential Financial Inc	10.81K	n/a	$336,917	0.0%	n/c	1	SEC ↗
52	Connor, Clark & Lunn Investment…	9.44K	n/a	$294,120	0.0%	n/c	1	SEC ↗
53	MIRAE ASSET GLOBAL ETFS HOLDINGS…	9.20K	n/a	$286,826	0.0%	n/c	1	SEC ↗
54	Cwm, Llc	8.57K	n/a	$267,000	0.0%	n/c	1	SEC ↗
55	First Trust Advisors Lp	8.03K	n/a	$250,139	0.0%	n/c	1	SEC ↗
56	Bnp Paribas Financial Markets	6.13K	n/a	$191,072	0.0%	n/c	1	SEC ↗
57	Legal & General Group Plc	1.73K	n/a	$53,862	0.0%	n/c	1	SEC ↗
58	California State Teachers…	1.22K	n/a	$38,121	0.0%	n/c	1	SEC ↗
59	Royal Bank Of Canada	980	n/a	$30,000	0.0%	n/c	1	SEC ↗ ×3
60	Osaic Holdings, Inc.	649	n/a	$20,229	0.0%	n/c	1	SEC ↗
61	Simplex Trading, Llc	390	n/a	$12,156	0.0%	n/c	1	SEC ↗
62	Rockefeller Capital Management L.P.	247	n/a	$7,699	0.0%	n/c	1	SEC ↗
63	Optiver Holding B.V.	158	n/a	$4,925	0.0%	n/c	1	SEC ↗
64	UBS AM, a distinct business unit of…	157	n/a	$4,894	0.0%	n/c	1	SEC ↗
65	Pnc Financial Services Group, Inc.	83	n/a	$2,587	0.0%	n/c	1	SEC ↗
66	Assetmark, Inc	4	n/a	$125	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

Point72 Asset Management	$560,655	0.0%

已清仓

Arrowstreet Capital	$2.26M	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): 148 持有人, 15.57M 股份, $468.20M 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。

MSFT66共同持有人 CCL66共同持有人 GOOGL66共同持有人 GM66共同持有人 LRCX65共同持有人

内部人交易

公开市场买入 (P)

Sep 02 Zupan Mark

Director · 608 股 @ 40.77 · $24,789

公开市场卖出 (S)

在我们的覆盖窗口内无内部人士公开市场卖出记录。

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。方法论

受益所有权

Jul 28 SC 13G/A: BlackRock, Inc.

查看 SEC 原始申报文件 ↗

Jul 14 SC 13G: DIMENSIONAL FUND ADVISORS LP