证券记录 · 已归档季度
ISMD
名称等待档案录入
23被追踪持有人
+2Δ持有人
598.96K持有股份
$23.32M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 +9.5% ·
股份流向 -4.4% ·
净新建仓位 +8.7%
— 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 | 23 | +2 | 708.92K | $35.38M | +4 | −2 |
| Q1 2026 | 22 | -1 | 657.28K | $26.30M | +2 | −3 |
| Q4 2025 | 23 | +2 | 598.96K | $23.32M | +2 | — |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | — |
| Q2 2025 | 1 | -2 | 156 | $5,531 | — | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | — | — |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | — |
| Q2 2024 | 1 | — | 14.50K | $502,170 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 206.56K | — | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 124.47K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 59.11K | -43.2% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 42.23K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 32.33K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 19.49K | — | $752,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 15.28K | — | $589,650 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 11.89K | — | $458,880 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 11.75K | — | $453,401 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 11.71K | +103.8% | $451,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 11.54K | — | $445,020 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 11.20K | 新增 | $432,096 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 9.16K | — | $353,393 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 8.57K | — | $330,715 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 8.57K | — | $330,715 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.81K | — | $301,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 7.72K | — | $297,941 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 6.10K | — | $235,430 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.01K | -1.8% | $39,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 882 | — | $34,027 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 148 | -5.1% | $5,722 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citigroup Inc | 1 | — | $39 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | — | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 0 | 新增 | $8 | 0.0% | New | 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
| Two Sigma Investments | $432,096 | 0.0% |
| JPMorgan Chase | $8 | 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): 93 持有人, 4.70M 股份, $187.64M 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