证券记录 · 已归档季度
FIW
名称等待档案录入
48被追踪持有人
0Δ持有人
5.55M持有股份
$603.01M报告持仓市值
+1新建仓位
−1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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 9.10K | $949,341 | n/a | n/a |
| Q2 2026 | 47 | -2 | 5.56M | $609.19M | +1 | −3 |
| Q1 2026 | 50 | +2 | 5.54M | $570.87M | +3 | −1 |
| Q4 2025 | 48 | 0 | 5.55M | $603.01M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.13M | $126.42M | n/a | n/a |
| Q2 2025 | 3 | -2 | 11.48K | $1.24M | n/a | −2 |
| Q1 2025 | 3 | +2 | 34.44K | $3.47M | +2 | n/a |
| Q4 2024 | 1 | -1 | 2.20K | $224,612 | n/a | −1 |
| Q3 2024 | 2 | +2 | 4.38K | $478,537 | +2 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.06M | -0.4% | $114.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 936.05K | n/a | $101.69M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 519.81K | n/a | $56.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 320.88K | n/a | $34.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 302.16K | n/a | $32.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 269.18K | n/a | $29.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 267.80K | n/a | $29.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 222.38K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Envestnet Asset Management Inc | 216.19K | n/a | $23.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 194.21K | n/a | $21.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 188.11K | n/a | $20.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | 1832 Asset Management L.P. | 168.89K | n/a | $18.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 166.91K | n/a | $18.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 122.34K | n/a | $13.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Truist Financial Corp | 85.23K | n/a | $9.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 65.39K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Mml Investors Services, Llc | 44.17K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 43.88K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Northwestern Mutual Wealth… | 39.09K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 36.28K | n/a | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 29.50K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 25.43K | 新增 | $2.76M | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 24.69K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 23.94K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 23.04K | +506.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 22.96K | -49.5% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 27 | Focus Partners Wealth | 21.46K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 16.87K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 16.83K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cibc World Market Inc. | 14.94K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 10.50K | +3.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 9.80K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 6.60K | n/a | $717,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 6.35K | n/a | $689,429 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Creative Planning | 4.66K | n/a | $506,095 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Brown Advisory Inc | 4.50K | n/a | $489,097 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 4.24K | n/a | $461,070 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Captrust Financial Advisors | 3.23K | n/a | $350,739 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 3.04K | n/a | $330,374 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Citigroup Inc | 2.68K | n/a | $291,383 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wealthfront Advisers LLC | 2.43K | n/a | $263,561 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 1.71K | n/a | $185,883 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 1.60K | n/a | $174,351 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 1.34K | 0.0% | $146,121 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 45 | Simplex Trading, Llc | 413 | n/a | $44,868 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 183 | n/a | $19,881 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 116 | n/a | $12,637 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 73 | n/a | $7,931 | 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
| Citadel Advisors | $2.76M | 0.0% |
已清仓
| D. E. Shaw & Co. | $213,577 | 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): 302 持有人, 8.52M 股份, $826.04M 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