证券记录 · 已归档季度
KBWP
名称等待档案录入
21被追踪持有人
0Δ持有人
585.83K持有股份
$74.57M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 -12.2% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 390.18K | $49.46M | +4 | −4 |
| Q1 2026 | 25 | +4 | 509.12K | $60.58M | +4 | n/a |
| Q4 2025 | 21 | 0 | 585.83K | $74.57M | n/a | n/a |
| Q3 2025 | 6 | +1 | 216.00K | $26.71M | +1 | n/a |
| Q2 2025 | 3 | 0 | 31.02K | $3.81M | +1 | −1 |
| Q1 2025 | 2 | -1 | 7.19K | $895,553 | n/a | −1 |
| Q4 2024 | 3 | +1 | 27.95K | $3.24M | +1 | n/a |
| Q3 2024 | 2 | 0 | 29.98K | $3.46M | +1 | −1 |
| Q2 2024 | 2 | n/a | 21.04K | $2.16M | 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 | LPL Financial LLC | 226.34K | n/a | $28.81M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 53.72K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 45.90K | +12.8% | $5.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 44.62K | +179.0% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 30.19K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 28.09K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 27.50K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 25.11K | -80.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 19.71K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 17.90K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 17.00K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 14.13K | -46.2% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 12.90K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 6.23K | n/a | $793,309 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 5.82K | n/a | $741,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | D. E. Shaw & Co. ✦ | 3.18K | 0.0% | $404,547 | 0.0% | Held | 7 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 3.02K | n/a | $384,791 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 2.75K | n/a | $350,319 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.66K | +30.1% | $211,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Blair William & Co/Il | 70 | n/a | $8,911 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | n/a | $97 | 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): 58 持有人, 968.54K 股份, $114.50M 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