证券记录 · 已归档季度
IBTM
名称等待档案录入
24被追踪持有人
0Δ持有人
5.00M持有股份
$115.43M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 +1.3% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 0 | 5.56M | $126.17M | +2 | −2 |
| Q1 2026 | 30 | +6 | 5.52M | $126.56M | +6 | — |
| Q4 2025 | 24 | 0 | 5.00M | $115.43M | — | — |
| Q3 2025 | 4 | +1 | 963.46K | $22.28M | +1 | — |
| Q2 2025 | 1 | +1 | 90.22K | $2.08M | +1 | — |
| Q4 2024 | 1 | 0 | 42.91K | $952,558 | — | — |
| Q3 2024 | 1 | 0 | 74.36K | $1.75M | — | — |
| Q2 2024 | 1 | — | 34.15K | $766,371 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 955.16K | — | $22.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 826.45K | -0.2% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 826.45K | -0.2% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 491.95K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 491.95K | — | $11.35M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 378.36K | — | $8.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 358.66K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 327.13K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 327.13K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 268.20K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 197.61K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 189.25K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 189.25K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 189.25K | — | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 186.17K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 168.96K | — | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 143.16K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 143.16K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 143.16K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 103.78K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 103.78K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 98.61K | +203.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 83.53K | 0.0% | $1.93M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 52.25K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 33.98K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 29.41K | — | $678,639 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 25.97K | — | $599,189 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 20.23K | — | $466,728 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 19.18K | — | $442,625 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 18.95K | 0.0% | $437,317 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 15.83K | — | $365,307 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 9.70K | — | $223,886 | 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
| 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): 114 持有人, 14.97M 股份, $319.57M 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