证券记录 · 已归档季度
HYFI
名称等待档案录入
20被追踪持有人
-1Δ持有人
4.99M持有股份
$187.68M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -1.8% ·
净新建仓位 -5.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 18 | 0 | 5.68M | $212.12M | +3 | −3 |
| Q1 2026 | 19 | -1 | 5.10M | $189.61M | +1 | −2 |
| Q4 2025 | 20 | -1 | 4.99M | $187.68M | — | −1 |
| Q3 2025 | 2 | — | 92.94K | $3.53M | — | — |
| Q4 2024 | 1 | +1 | 23.48K | $866,292 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.79M | — | $105.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 469.70K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 469.70K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Assetmark, Inc | 445.95K | — | $16.76M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 318.03K | — | $11.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 318.03K | — | $11.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Alliancebernstein L.P. | 291.37K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 240.82K | — | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 142.47K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 92.41K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 78.22K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 78.22K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 35.51K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 28.65K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 18.31K | — | $688,110 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 17.71K | — | $665,441 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 12.13K | — | $455,770 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 2.64K | — | $99,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.99K | 0.0% | $74,859 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.75K | — | $65,727 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 628 | — | $23,600 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 161 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 3 | — | $113 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $3.45M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 57 持有人, 7.52M 股份, $279.49M 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