证券记录 · 已归档季度
KJAN
名称等待档案录入
18被追踪持有人
-1Δ持有人
1.20M持有股份
$49.94M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.3% ·
股份流向 -0.7% ·
净新建仓位 -5.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 22 | +3 | 1.19M | $54.16M | +4 | −1 |
| Q1 2026 | 20 | +2 | 1.22M | $51.01M | +3 | −1 |
| Q4 2025 | 18 | -1 | 1.20M | $49.94M | — | −1 |
| Q3 2025 | 3 | +1 | 9.50K | $383,372 | +1 | — |
| Q4 2024 | 1 | 0 | 7.29K | $272,244 | — | — |
| Q3 2024 | 1 | 0 | 20.86K | $773,428 | — | — |
| Q2 2024 | 1 | — | 17.02K | $594,343 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 245.27K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 243.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 147.57K | — | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Blair William & Co/Il | 121.50K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 104.79K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 94.04K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 73.40K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 73.40K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 71.65K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 45.19K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 17.66K | — | $731,684 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 17.66K | — | $731,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 17.66K | — | $731,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 11.84K | — | $490,597 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 8.49K | — | $351,573 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 813 | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 500 | — | $20,710 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 254 | 0.0% | $10,521 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 178 | -50.0% | $7,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 84 | — | $3,479 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $358,756 | 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): 127 持有人, 5.20M 股份, $209.79M 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