证券记录 · 已归档季度
GWX
名称等待档案录入
38被追踪持有人
+1Δ持有人
6.11M持有股份
$249.67M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 +2.7% ·
股份流向 +0.1% ·
净新建仓位 +2.6%
· 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 | 2 | 0 | 510.61K | $23.24M | n/a | n/a |
| Q2 2026 | 40 | +4 | 6.81M | $297.79M | +4 | n/a |
| Q1 2026 | 37 | -1 | 6.49M | $274.09M | +2 | −3 |
| Q4 2025 | 38 | +1 | 6.11M | $249.67M | +1 | n/a |
| Q3 2025 | 5 | +1 | 526.49K | $21.15M | +1 | n/a |
| Q2 2025 | 2 | 0 | 158.00K | $5.87M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.86K | $730,510 | n/a | n/a |
| Q4 2024 | 1 | -1 | 31.47K | $975,036 | n/a | −1 |
| Q3 2024 | 2 | +1 | 48.39K | $1.65M | +1 | n/a |
| Q2 2024 | 1 | n/a | 31.65K | $1.00M | 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 | 1.22M | n/a | $49.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 795.37K | n/a | $32.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.91K | n/a | $23.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 548.62K | n/a | $22.42M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 490.58K | n/a | $20.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 459.89K | n/a | $18.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 339.96K | n/a | $13.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Creative Planning | 284.26K | n/a | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 256.95K | -0.3% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cerity Partners LLC | 177.26K | n/a | $7.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 159.17K | +5.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 134.58K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 103.84K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 80.66K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 61.29K | -41.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 55.26K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 17 | Wellington Management ✦ | 52.98K | +566.0% | $2.16M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 44.96K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 34.12K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 33.12K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 30.46K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 30.40K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 23.36K | n/a | $975,742 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Blair William & Co/Il | 21.42K | n/a | $875,139 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 17.77K | n/a | $726,122 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 16.51K | n/a | $674,549 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 13.40K | n/a | $547,678 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 11.21K | n/a | $458,081 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 7.37K | n/a | $301,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 6.76K | n/a | $276,229 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.33K | n/a | $218,007 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 4.79K | n/a | $195,597 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 2.97K | n/a | $121,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.26K | -45.7% | $92,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.45K | n/a | $59,424 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 650 | n/a | $26,507 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | BlackRock ✦ (被动) | 204 | 新增 | $8,335 | 0.0% | New | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 2 | n/a | $82 | 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
| BlackRock | $8,335 | 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): 251 持有人, 13.00M 股份, $526.24M 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