证券记录 · 已归档季度
IPKW
名称等待档案录入
21被追踪持有人
0Δ持有人
3.22M持有股份
$178.94M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 +3.6% · 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 | Raymond James Financial Inc | 650.55K | n/a | $36.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 587.64K | n/a | $32.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 569.48K | +24.1% | $31.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 551.63K | n/a | $30.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 147.63K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 131.75K | n/a | $7.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 95.04K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 89.12K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 83.31K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 69.67K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 59.11K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 50.00K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 42.68K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 28.55K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 24.58K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 15.44K | n/a | $857,762 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 8.01K | n/a | $445,383 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 7.75K | n/a | $430,800 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 3.63K | n/a | $201,729 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.45K | n/a | $80,402 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 268 | n/a | $15,000 | 0.0% | n/c | 1 | 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): 96 持有人, 6.29M 股份, $344.81M 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