证券记录 · 已归档季度
KBWY
名称等待档案录入
23被追踪持有人
+3Δ持有人
2.23M持有股份
$34.35M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +15.0% ·
股份流向 +9.8% ·
净新建仓位 +13.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 27 | +3 | 2.27M | $42.19M | +4 | −1 |
| Q1 2026 | 24 | +1 | 2.12M | $32.36M | +3 | −2 |
| Q4 2025 | 23 | +3 | 2.23M | $34.35M | +4 | −1 |
| Q3 2025 | 2 | -2 | 766.94K | $12.23M | +1 | −3 |
| Q2 2025 | 3 | -1 | 74.67K | $1.17M | +1 | −2 |
| Q1 2025 | 3 | +1 | 136.15K | $2.27M | +1 | — |
| Q4 2024 | 2 | -1 | 111.74K | $2.00M | +1 | −2 |
| Q3 2024 | 3 | +2 | 70.49K | $1.49M | +2 | — |
| Q2 2024 | 1 | — | 44.27K | $789,423 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 723.17K | -1.5% | $11.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 670.63K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 168.15K | 新增 | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 101.56K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 79.30K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 69.61K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 69.14K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 65.23K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 53.45K | — | $824,785 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 52.84K | — | $815,494 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 37.24K | 新增 | $574,703 | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 36.07K | 新增 | $556,497 | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Jones Financial Companies Lllp | 24.36K | — | $375,946 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 23.99K | — | $370,252 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 16.11K | — | $248,662 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 14.94K | — | $230,513 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | UBS Group AG | 8.12K | — | $125,262 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 5.93K | — | $91,452 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 3.56K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Pnc Financial Services Group, Inc. | 1.96K | — | $30,170 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 450 | 新增 | $6,945 | 0.0% | New | 1 | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 32 | — | $494 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 1 | — | $15 | 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
| Two Sigma Investments | $2.59M | 0.0% |
| D. E. Shaw & Co. | $574,703 | 0.0% |
| Marshall Wace | $556,497 | 0.0% |
| Fidelity (FMR) | $6,945 | 0.0% |
已清仓
| Citadel Advisors | $527,786 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 56 持有人, 2.98M 股份, $45.41M 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