证券记录 · 已归档季度
IETC
名称等待档案录入
35被追踪持有人
+2Δ持有人
1.18M持有股份
$119.73M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.1% ·
股份流向 -10.2% ·
净新建仓位 +5.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 32 | +5 | 853.62K | $91.41M | +5 | — |
| Q1 2026 | 28 | -7 | 972.33K | $85.59M | +2 | −9 |
| Q4 2025 | 35 | +2 | 1.18M | $119.73M | +2 | — |
| Q3 2025 | 4 | 0 | 300.00K | $30.58M | — | — |
| Q2 2025 | 2 | -1 | 17.56K | $1.65M | — | −1 |
| Q1 2025 | 2 | +1 | 127.10K | $9.53M | +1 | — |
| Q4 2024 | 1 | -1 | 35.62K | $3.04M | — | −1 |
| Q3 2024 | 2 | +1 | 21.67K | $1.70M | +1 | — |
| Q2 2024 | 1 | — | 9.41K | $707,444 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 294.70K | — | $29.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Assetmark, Inc | 209.47K | — | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 99.30K | — | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 83.64K | -59.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 83.64K | -59.9% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 81.51K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 74.50K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 74.50K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 74.50K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 53.59K | — | $5.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 47.38K | — | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 44.00K | -50.1% | $4.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 28.07K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 28.07K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 22.16K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 22.16K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 22.16K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 22.15K | 新增 | $2.25M | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 21.77K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 14.74K | — | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 14.12K | 新增 | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 12.15K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 10.62K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 10.62K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cetera Investment Advisers | 7.40K | — | $751,685 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 6.09K | — | $618,988 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 6.09K | — | $618,988 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 5.56K | — | $565,289 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 4.09K | — | $415,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 3.99K | — | $405,039 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 3.66K | — | $373,064 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 3.22K | — | $330,749 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.81K | -9.3% | $285,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cerity Partners LLC | 2.26K | — | $229,462 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 2.19K | — | $222,279 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 2.07K | — | $209,987 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 900 | — | $91,431 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 187 | — | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 82 | — | $8,330 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 62 | 0.0% | $6,299 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 50 | — | $5,080 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 20 | — | $2,032 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 1 | — | $97 | 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
| Citadel Advisors | $2.25M | 0.0% |
| Goldman Sachs Group | $1.43M | 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): 112 持有人, 3.10M 股份, $275.10M 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