证券记录 · 已归档季度
JRI
名称等待档案录入
23被追踪持有人
+1Δ持有人
2.66M持有股份
$36.22M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 +4.5% ·
股份流向 -2.8% ·
净新建仓位 +4.3%
— 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 | -1 | 3.39M | $43.92M | +2 | −3 |
| Q1 2026 | 25 | +2 | 3.27M | $40.25M | +5 | −3 |
| Q4 2025 | 23 | +1 | 2.66M | $36.22M | +1 | — |
| Q3 2025 | 1 | — | 1.33M | $19.01M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.25M | -6.6% | $16.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 263.91K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 223.36K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 176.32K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 143.39K | — | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 139.58K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | First Trust Advisors Lp | 112.68K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 68.19K | — | $928,025 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 51.48K | — | $700,582 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 45.34K | — | $617,118 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 43.56K | — | $592,818 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 38.47K | — | $523,521 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 31.41K | — | $427,558 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 30.91K | — | $420,758 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 14.81K | — | $201,510 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 10.50K | 新增 | $142,905 | 0.0% | New | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 10.37K | — | $141,088 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 7.65K | — | $104,130 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.53K | — | $20,810 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 622 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 266 | — | $3,620 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 147 | — | $1,995 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 33 | — | $449 | 0.0% | n/c | 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
| Citadel Advisors | $142,905 | 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): 91 持有人, 11.21M 股份, $70.54M 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