证券记录 · 已归档季度
GSEP
名称等待档案录入
23被追踪持有人
+2Δ持有人
2.57M持有股份
$99.75M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +9.5% ·
股份流向 +1.1% ·
净新建仓位 +8.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 17 | -2 | 2.41M | $97.76M | +1 | −3 |
| Q1 2026 | 20 | -3 | 2.37M | $89.46M | +1 | −4 |
| Q4 2025 | 23 | +2 | 2.57M | $99.75M | +2 | — |
| Q3 2025 | 2 | 0 | 9.04K | $344,167 | — | — |
| Q2 2025 | 1 | +1 | 8.93K | $327,606 | +1 | — |
| Q4 2024 | 1 | +1 | 8.53K | $298,821 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 727.88K | — | $28.20M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 542.39K | — | $21.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 389.05K | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 209.94K | — | $8.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 167.91K | — | $6.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 164.67K | — | $6.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 143.11K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 100.14K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 24.39K | — | $944,946 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 19.11K | 新增 | $740,205 | 0.0% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 18.90K | — | $732,186 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 12.72K | — | $492,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | IMC-Chicago, LLC | 11.21K | — | $434,120 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 10.97K | +22.7% | $424,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 8.65K | — | $340,116 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 6.32K | 新增 | $244,992 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mariner, LLC | 5.88K | — | $227,791 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Barclays Plc | 4.67K | — | $180,993 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.79K | — | $108,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.79K | — | $108,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 2.76K | — | $107,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 883 | — | $34,207 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 393 | — | $15,225 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 97 | 0.0% | $3,758 | 0.0% | Held | 2 | 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
| Goldman Sachs Group | $740,205 | 0.0% |
| JPMorgan Chase | $244,992 | 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): 119 持有人, 7.02M 股份, $259.07M 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