证券记录 · 已归档季度
FOF
名称等待档案录入
19被追踪持有人
0Δ持有人
4.83M持有股份
$63.70M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.7% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 4.63M | $64.25M | +1 | −2 |
| Q1 2026 | 21 | +2 | 4.66M | $59.82M | +2 | — |
| Q4 2025 | 19 | 0 | 4.83M | $63.70M | — | — |
| Q3 2025 | 2 | -1 | 1.49M | $19.43M | — | −1 |
| Q2 2025 | 1 | — | 16.54K | $208,684 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.45M | -2.0% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.45M | -2.0% | $19.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 917.23K | — | $12.11M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 542.37K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 542.37K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 370.11K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 328.07K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 328.07K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 255.82K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 249.57K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 208.86K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 157.97K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 104.78K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 104.78K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 74.98K | — | $989,786 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 55.74K | — | $735,813 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 31.22K | — | $412,105 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 29.23K | — | $385,876 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 20.40K | — | $269,280 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 11.49K | — | $151,695 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 11.49K | — | $151,695 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 10.54K | — | $139,106 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.59K | -50.0% | $47,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 825 | — | $10,890 | 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
| 本季度无新增被追踪买入方。 |
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): 57 持有人, 5.19M 股份, $66.04M 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
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