证券记录 · 已归档季度
GDV
名称等待档案录入
35被追踪持有人
0Δ持有人
14.84M持有股份
$412.25M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.3% · 净新建仓位 0.0% · 公式
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 ✦ | 8.32M | -0.5% | $231.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 1.37M | n/a | $38.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 1.31M | n/a | $36.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Allspring Global Investments… | 687.25K | n/a | $19.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 554.56K | n/a | $15.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 534.67K | n/a | $14.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | Bank Of America Corp /De/ | 531.48K | n/a | $14.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Capstone Investment Advisors, Llc | 262.24K | n/a | $7.28M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 261.81K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 169.82K | n/a | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 136.66K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 127.95K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | First Trust Advisors Lp | 123.99K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 58.66K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 58.63K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 53.44K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 54.01K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 36.43K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 32.19K | n/a | $893,960 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 27.97K | n/a | $776,727 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 21.54K | n/a | $598,092 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 15.23K | n/a | $422,942 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 15.00K | +50.0% | $416,550 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 13.44K | +14.4% | $373,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 13.16K | n/a | $365,373 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 11.30K | n/a | $313,745 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 9.85K | n/a | $273,433 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 8.51K | n/a | $236,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 7.26K | n/a | $201,652 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 6.39K | n/a | $177,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.24K | n/a | $34,546 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 1.00K | n/a | $27,770 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 873 | n/a | $24,231 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 546 | n/a | $15,162 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 498 | -50.0% | $13,829 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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
| 本季度无新增被追踪买入方。 |
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): 182 持有人, 27.40M 股份, $707.37M 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