证券记录 · 已归档季度
FOCT
名称等待档案录入
23被追踪持有人
+1Δ持有人
2.98M持有股份
$146.08M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 +4.5% ·
股份流向 +0.5% ·
净新建仓位 +4.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 23 | 0 | 2.21M | $115.42M | +3 | −3 |
| Q1 2026 | 24 | +1 | 2.83M | $135.08M | +3 | −2 |
| Q4 2025 | 23 | +1 | 2.98M | $146.08M | +1 | — |
| Q3 2025 | 1 | -1 | 4.13K | $196,312 | — | −1 |
| Q2 2025 | 1 | 0 | 14.17K | $634,391 | — | — |
| Q1 2025 | 1 | 0 | 13.18K | $546,887 | — | — |
| Q4 2024 | 1 | 0 | 15.94K | $679,352 | — | — |
| Q3 2024 | 1 | 0 | 12.91K | $545,681 | — | — |
| Q2 2024 | 1 | — | 15.34K | $637,224 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 868.48K | — | $42.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 384.82K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 373.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Assetmark, Inc | 264.64K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 241.42K | — | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 202.74K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 161.44K | — | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 117.24K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 97.79K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 55.53K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 49.97K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 36.82K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 26.69K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 24.57K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 20.59K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.56K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 17.36K | +320.2% | $850,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 7.33K | — | $358,950 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.85K | — | $338,200 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.36K | — | $115,518 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 331 | — | $16,216 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 224 | — | $10,974 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 174 | 新增 | $8,524 | 0.0% | New | 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
| Morgan Stanley | $8,524 | 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): 135 持有人, 5.21M 股份, $238.71M 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