证券记录 · 已归档季度
FRA
名称等待档案录入
29被追踪持有人
0Δ持有人
3.89M持有股份
$45.90M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 -1.6% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 504.34K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 374.05K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 364.34K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 298.84K | -19.7% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 285.68K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 279.10K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Balyasny Asset Management L.P. | 235.32K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cerity Partners LLC | 215.04K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 185.35K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 180.21K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 179.14K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 160.91K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 144.86K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 117.23K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 96.48K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wells Fargo & Company/Mn | 82.39K | n/a | $970,532 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 37.26K | n/a | $438,947 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Lido Advisors, LLC | 31.47K | n/a | $408,520 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 27.82K | n/a | $327,684 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 25.63K | n/a | $303,704 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 20.59K | n/a | $242,586 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 17.08K | n/a | $201,238 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 12.78K | +997.2% | $150,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 10.43K | n/a | $122,824 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.13K | n/a | $36,871 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 1.75K | n/a | $21,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 1.06K | n/a | $12,463 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 362 | n/a | $4,264 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 2 | n/a | $24 | 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
| 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): 93 持有人, 9.05M 股份, $88.17M 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