证券记录 · 已归档季度
JPIN
名称等待档案录入
32被追踪持有人
+1Δ持有人
2.90M持有股份
$198.16M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 -3.7% ·
净新建仓位 +3.1%
· 公式
持有人分散化：持有人数增多，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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 281.06K | $20.48M | +1 | n/a |
| Q2 2026 | 32 | -1 | 2.45M | $177.67M | n/a | −1 |
| Q1 2026 | 34 | +2 | 2.64M | $187.66M | +2 | n/a |
| Q4 2025 | 32 | +1 | 2.90M | $198.16M | +1 | n/a |
| Q3 2025 | 5 | 0 | 561.59K | $37.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 17.56K | $1.13M | n/a | n/a |
| Q1 2025 | 2 | 0 | 145.10K | $8.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 46.89K | $2.51M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.33K | $260,086 | +1 | −1 |
| Q2 2024 | 1 | n/a | 64.20K | $3.55M | 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 | Wealth Enhancement Advisory… | 470.17K | n/a | $32.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 476.75K | n/a | $32.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 301.20K | -1.2% | $20.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 210.61K | n/a | $14.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 206.04K | n/a | $14.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 178.13K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 163.05K | n/a | $11.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 145.62K | n/a | $9.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 127.01K | n/a | $8.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 121.67K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 103.56K | -55.9% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 91.44K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 65.80K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 45.10K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 29.62K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 26.06K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 22.73K | +129.8% | $1.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Jane Street Group, Llc | 22.30K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 15.92K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 11.92K | n/a | $812,468 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 10.82K | n/a | $737,400 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 10.48K | -1.9% | $714,030 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 10.26K | 新增 | $699,116 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 9.89K | n/a | $673,978 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.17K | n/a | $420,676 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 5.65K | n/a | $384,970 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 3.84K | n/a | $261,385 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.05K | n/a | $207,963 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.87K | n/a | $195,630 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.20K | -8.4% | $81,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cwm, Llc | 230 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 83 | n/a | $5,656 | 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
| BlackRock | $699,116 | 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): 113 持有人, 3.40M 股份, $236.63M 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