证券记录 · 已归档季度
FTCA
名称等待档案录入
26被追踪持有人
+3Δ持有人
4.36M持有股份
$31.92M报告持仓市值
+3新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +13.0% ·
股份流向 +17.7% ·
净新建仓位 +11.5%
· 公式
广泛增持:持股数量上升,持有人数量增加
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 | LPL Financial LLC | 976.04K | n/a | $7.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 725.76K | n/a | $5.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 670.36K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 652.39K | 新增 | $4.78M | 0.0% | New | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 187.08K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 155.38K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 153.01K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 111.30K | n/a | $814,739 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 104.21K | n/a | $762,785 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 98.22K | n/a | $718,963 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 95.04K | n/a | $695,670 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mariner, LLC | 76.28K | n/a | $558,370 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 72.93K | n/a | $533,870 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 61.30K | n/a | $448,687 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 50.00K | n/a | $366,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 39.82K | n/a | $292,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 33.08K | n/a | $242,113 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 25.07K | n/a | $183,505 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 22.07K | n/a | $161,523 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 18.22K | n/a | $133,378 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 15.41K | n/a | $112,779 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 9.26K | n/a | $67,905 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 5.48K | n/a | $40,122 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.50K | 新增 | $18,337 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Franklin Resources Inc | 386 | n/a | $2,826 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 113 | 新增 | $827 | 0.0% | New | 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
| Morgan Stanley | $4.78M | 0.0% |
| JPMorgan Chase | $18,337 | 0.0% |
| Fidelity (FMR) | $827 | 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): 75 持有人, 7.77M 股份, $56.39M 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