证券记录 · 已归档季度
HTD
名称等待档案录入
25被追踪持有人
0Δ持有人
4.41M持有股份
$104.24M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 +1.5% · 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 | UBS Group AG | 767.16K | — | $18.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 495.64K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 481.36K | +15.9% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Captrust Financial Advisors | 462.31K | — | $10.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 369.26K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 315.73K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 284.21K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 275.58K | — | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 200.99K | — | $4.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 189.87K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | First Trust Advisors Lp | 142.88K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 133.75K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 125.08K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 42.28K | — | $998,289 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 32.93K | — | $779,140 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 23.32K | — | $551,880 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 19.84K | — | $469,367 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Lido Advisors, LLC | 12.67K | — | $299,701 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 11.75K | — | $278,005 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 11.74K | — | $277,753 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.89K | — | $68,330 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Rockefeller Capital Management L.P. | 2.48K | — | $58,629 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 1.53K | — | $36,105 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 500 | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 42 | -91.3% | $994 | 0.0% | ▼ Trim | 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
| 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): 91 持有人, 5.90M 股份, $143.67M 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