证券记录 · 已归档季度
FNDB
名称等待档案录入
36被追踪持有人
+1Δ持有人
3.57M持有股份
$94.89M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.9% ·
股份流向 -10.2% ·
净新建仓位 +2.8%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | HighTower Advisors, LLC | 704.14K | n/a | $18.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 436.81K | n/a | $11.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 399.29K | +0.3% | $10.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 283.57K | n/a | $7.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 248.34K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 159.94K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 130.75K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Corient Private Wealth LP | 117.20K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 112.27K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mariner, LLC | 110.33K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 103.73K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 99.36K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 87.24K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 84.04K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 63.93K | -86.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 56.82K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 55.34K | +237.8% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 45.54K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 46.54K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 45.61K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 38.07K | -51.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 24.21K | n/a | $643,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Fidelity (FMR) ✦ | 21.95K | +22.3% | $583,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 17.46K | n/a | $464,066 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 12.27K | n/a | $315,913 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Chevy Chase Trust Holdings, LLC | 11.46K | n/a | $304,359 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 10.20K | n/a | $270,921 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 9.97K | n/a | $265,005 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 9.55K | n/a | $253,876 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 9.17K | n/a | $243,700 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 8.78K | n/a | $233,358 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 4.65K | n/a | $123,551 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 3.33K | 新增 | $88,614 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 145 | n/a | $3,853 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1 | n/a | $39 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 17 | n/a | $0 | 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
| BlackRock | $88,614 | 0.0% |
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): 169 持有人, 12.18M 股份, $316.40M 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