证券记录 · 已归档季度
IIM
名称等待档案录入
26被追踪持有人
0Δ持有人
4.99M持有股份
$61.47M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 +0.2% · 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 | Bank Of America Corp /De/ | 1.69M | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 674.73K | +1.3% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 588.28K | n/a | $7.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 570.87K | n/a | $7.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 245.87K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 241.97K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 157.37K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 153.55K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 108.12K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 96.26K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 91.15K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 65.32K | n/a | $804,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 55.30K | n/a | $681,256 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 53.27K | n/a | $656,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 49.52K | n/a | $621,495 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 30.12K | n/a | $371,140 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Goldman Sachs Group ✦ | 24.71K | +4.7% | $304,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Nuveen, LLC | 19.25K | n/a | $237,172 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 19.22K | n/a | $236,830 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 17.95K | n/a | $221,095 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 13.10K | n/a | $161,355 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 10.89K | n/a | $135,634 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 7.63K | n/a | $94,063 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 4.19K | n/a | $51,596 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Cwm, Llc | 1.01K | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 374 | -50.0% | $4,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 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): 94 持有人, 8.22M 股份, $94.73M 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
持有该证券的受追踪机构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