证券记录 · 已归档季度
IBTP
名称等待档案录入
20被追踪持有人
+1Δ持有人
1.78M持有股份
$46.00M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 +5.3% ·
股份流向 +9.5% ·
净新建仓位 +5.0%
— 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 | 24 | +3 | 2.44M | $62.03M | +3 | — |
| Q1 2026 | 22 | +2 | 2.37M | $60.84M | +3 | −1 |
| Q4 2025 | 20 | +1 | 1.78M | $46.00M | +1 | — |
| Q3 2025 | 2 | +1 | 64.51K | $1.67M | +1 | — |
| Q4 2024 | 1 | 0 | 18.89K | $468,949 | — | — |
| Q3 2024 | 1 | 0 | 22.85K | $603,614 | — | — |
| Q2 2024 | 1 | — | 47.76K | $1.20M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 525.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 525.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 346.27K | — | $8.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 172.96K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 157.17K | 新增 | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 120.86K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 103.33K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 56.27K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 38.84K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 38.79K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 36.09K | — | $931,503 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 33.55K | -1.9% | $865,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 29.68K | — | $766,061 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 29.68K | — | $766,061 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 28.82K | -4.9% | $743,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 27.41K | — | $707,516 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 16.97K | — | $437,933 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 16.74K | — | $432,077 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 12.33K | — | $318,199 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 9.89K | — | $255,386 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 8.51K | — | $219,613 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 8.51K | — | $219,613 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 1.84K | — | $47,464 | 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
| Morgan Stanley | $4.06M | 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): 55 持有人, 7.39M 股份, $189.02M 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