证券记录 · 已归档季度
FTC
名称等待档案录入
37被追踪持有人
+1Δ持有人
3.48M持有股份
$556.02M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 +2.8% ·
股份流向 -1.0% ·
净新建仓位 +2.7%
· 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 | Morgan Stanley ✦ | 714.03K | -5.0% | $114.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 690.77K | n/a | $110.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 418.06K | n/a | $66.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 271.02K | n/a | $43.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 227.09K | n/a | $36.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Commonwealth Equity Services, Llc | 186.23K | n/a | $29.77M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | First Trust Advisors Lp | 171.10K | n/a | $27.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 150.46K | n/a | $24.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 144.31K | n/a | $23.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 96.58K | n/a | $15.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 67.30K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 48.91K | n/a | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 40.02K | n/a | $6.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 38.47K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 37.04K | n/a | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 30.47K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 22.12K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 19.62K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 17.60K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 11.29K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 10.84K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 8.88K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 8.62K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 8.48K | 新增 | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 25 | Creative Planning | 5.34K | n/a | $853,607 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 5.28K | -52.6% | $843,590 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Mariner, LLC | 4.90K | n/a | $784,099 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 4.08K | n/a | $677,878 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.72K | +7.7% | $594,637 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 3.62K | n/a | $577,953 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Citigroup Inc | 3.09K | n/a | $493,477 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 2.46K | n/a | $393,935 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 2.00K | n/a | $320,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 1.27K | n/a | $203,842 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.27K | n/a | $202,908 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Hrt Financial Lp | 1.27K | n/a | $202,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 14 | n/a | $2,238 | 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 | $1.36M | 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): 205 持有人, 5.05M 股份, $669.57M 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