证券记录 · 已归档季度
JFR
名称等待档案录入
35被追踪持有人
0Δ持有人
24.88M持有股份
$194.83M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 -3.4% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 28.98K | $213,462 | n/a | n/a |
| Q2 2026 | 31 | -5 | 29.98M | $229.92M | +1 | −7 |
| Q1 2026 | 38 | +3 | 27.79M | $208.98M | +6 | −3 |
| Q4 2025 | 35 | 0 | 24.88M | $194.83M | n/a | n/a |
| Q3 2025 | 2 | +1 | 7.37M | $60.27M | +1 | n/a |
| Q1 2025 | 1 | 0 | 17.36K | $147,005 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.73K | $149,196 | +1 | n/a |
| Q2 2024 | 1 | n/a | 26.11K | $225,869 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.46M | -12.1% | $50.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Invesco Ltd. | 2.92M | n/a | $22.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 2.90M | n/a | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.06M | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.62M | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 1.38M | n/a | $10.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 1.10M | n/a | $8.61M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Balyasny Asset Management L.P. | 1.00M | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 822.48K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 767.29K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 760.51K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 736.69K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 546.41K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 390.78K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 321.75K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 306.12K | n/a | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 216.89K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 109.38K | n/a | $856,420 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 85.21K | n/a | $667,178 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 65.48K | n/a | $512,733 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 41.95K | n/a | $328,508 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 39.83K | n/a | $311,838 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 39.07K | n/a | $308,282 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Nomura Holdings Inc | 37.38K | n/a | $292,646 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 27.16K | +45.4% | $212,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 22.36K | n/a | $175,076 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 21.97K | n/a | $172,026 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 21.85K | n/a | $171,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 21.84K | n/a | $170,964 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 12.48K | n/a | $97,697 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 5.21K | n/a | $40,826 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 4.69K | n/a | $37,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 4.72K | n/a | $36,939 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | TD Waterhouse Canada Inc. | 2.00K | n/a | $15,620 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 766 | n/a | $5,997 | 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): 184 持有人, 59.65M 股份, $383.70M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 08
TOTH TERENCE J
Other · 4.46K 股 · $34,153
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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