证券记录 · 已归档季度
FTQI
名称等待档案录入
20被追踪持有人
+1Δ持有人
7.50M持有股份
$156.11M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 +5.3% ·
股份流向 +0.1% ·
净新建仓位 +5.0%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.85K | $331,374 | n/a | n/a |
| Q2 2026 | 22 | +5 | 9.23M | $203.97M | +6 | −1 |
| Q1 2026 | 18 | -2 | 7.50M | $149.35M | +1 | −3 |
| Q4 2025 | 20 | +1 | 7.50M | $156.11M | +1 | n/a |
| Q3 2025 | 1 | -1 | 4.56K | $93,914 | n/a | −1 |
| Q2 2025 | 1 | +1 | 402.80K | $7.88M | +1 | n/a |
| Q4 2024 | 1 | 0 | 20.00K | $416,400 | +1 | −1 |
| Q3 2024 | 1 | 0 | 14.99K | $306,975 | n/a | n/a |
| Q2 2024 | 1 | n/a | 26.31K | $537,290 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.19M | n/a | $66.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.01M | n/a | $41.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 1.14M | n/a | $23.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 312.31K | n/a | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 203.56K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 132.66K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 114.26K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | First Trust Advisors Lp | 75.21K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 66.76K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 50.52K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 47.94K | n/a | $998,111 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 40.44K | n/a | $842,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 32.86K | n/a | $684,182 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 32.02K | n/a | $667,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 16.88K | n/a | $351,526 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 12.11K | n/a | $252,062 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 11.25K | n/a | $235,913 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 10.00K | 新增 | $208,200 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.56K | 0.0% | $94,931 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | UBS Group AG | 80 | n/a | $1,666 | 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
| JPMorgan Chase | $208,200 | 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): 103 持有人, 13.15M 股份, $253.36M 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