证券记录 · 已归档季度
FTSD
名称等待档案录入
21被追踪持有人
+1Δ持有人
1.54M持有股份
$139.95M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 +5.0% ·
股份流向 -6.6% ·
净新建仓位 +4.8%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +1 | 1.39M | $126.02M | +2 | −1 |
| Q1 2026 | 20 | -1 | 1.36M | $123.44M | +1 | −2 |
| Q4 2025 | 21 | +1 | 1.54M | $139.95M | +1 | n/a |
| Q3 2025 | 4 | 0 | 222.30K | $20.24M | n/a | n/a |
| Q2 2025 | 2 | 0 | 14.90K | $1.35M | n/a | n/a |
| Q1 2025 | 2 | +1 | 17.39K | $1.58M | +1 | n/a |
| Q4 2024 | 1 | 0 | 18.36K | $1.66M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.69K | $884,642 | n/a | n/a |
| Q2 2024 | 1 | n/a | 24.82K | $2.24M | 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 | 466.24K | n/a | $42.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Franklin Resources Inc | 360.01K | n/a | $32.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | Raymond James Financial Inc | 222.03K | n/a | $20.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 117.69K | n/a | $10.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 104.51K | n/a | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 51.35K | -66.1% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 41.22K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 35.44K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 28.50K | +63.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 25.36K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 24.01K | -49.7% | $2.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 23.31K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 10.22K | n/a | $930,276 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 10.08K | +81.4% | $917,745 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Royal Bank Of Canada | 7.09K | n/a | $645,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 3.57K | n/a | $325,088 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cibc World Market Inc. | 2.73K | n/a | $248,366 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.38K | n/a | $216,605 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.47K | n/a | $133,634 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 470 | n/a | $42,794 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 55 | 新增 | $5,006 | 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
| JPMorgan Chase | $5,006 | 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): 66 持有人, 2.07M 股份, $175.85M 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