证券记录 · 已归档季度
FVAL
名称等待档案录入
35被追踪持有人
+1Δ持有人
5.58M持有股份
$403.19M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 +2.9% ·
股份流向 -3.8% ·
净新建仓位 +2.9%
— 公式
持股分散化 — 持有人增多，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 | Fidelity (FMR) ✦ | 1.65M | +0.4% | $119.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.55M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 331.75K | — | $23.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 300.62K | — | $21.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Cetera Investment Advisers | 257.17K | — | $18.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 251.14K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 238.79K | — | $17.26M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 207.60K | -49.7% | $15.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 189.73K | — | $13.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 126.07K | -1.0% | $9.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Creative Planning | 102.53K | — | $7.41M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 89.20K | -10.6% | $6.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 69.86K | — | $5.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 50.17K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Goldman Sachs Group ✦ | 29.48K | +6.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 23.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 23.11K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 14.30K | -55.0% | $1.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 10.31K | — | $759,354 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.36K | 新增 | $676,177 | 0.0% | New | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 9.28K | — | $670,305 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cerity Partners LLC | 7.99K | — | $577,299 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Jane Street Group, Llc | 7.25K | — | $524,247 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Assetmark, Inc | 6.83K | — | $493,674 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 4.56K | — | $329,406 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 4.53K | — | $327,293 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 2.99K | — | $216,159 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Northwestern Mutual Wealth… | 2.17K | — | $156,456 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 2.08K | — | $150,105 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wells Fargo & Company/Mn | 450 | — | $32,522 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Russell Investments Group, Ltd. | 308 | — | $22,259 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 273 | — | $19,730 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 212 | — | $15,295 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 162 | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 41 | — | $2,963 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| AQR Capital Management | $676,177 | 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): 147 持有人, 8.72M 股份, $595.50M 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
该证券的被追踪持有人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