证券记录 · 已归档季度
KOCT
名称等待档案录入
19被追踪持有人
0Δ持有人
909.97K持有股份
$30.65M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 -1.4% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 24.41K | $589,286 | n/a | n/a |
| Q2 2026 | 19 | +1 | 1.25M | $46.49M | +1 | n/a |
| Q1 2026 | 19 | 0 | 1.26M | $42.34M | +3 | −3 |
| Q4 2025 | 19 | 0 | 909.97K | $30.65M | n/a | n/a |
| Q3 2025 | 2 | -1 | 21.11K | $697,217 | n/a | −1 |
| Q2 2025 | 1 | 0 | 12.18K | $371,582 | n/a | n/a |
| Q1 2025 | 1 | 0 | 8.47K | $247,928 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.08K | $247,067 | n/a | n/a |
| Q3 2024 | 1 | 0 | 17.62K | $534,974 | n/a | n/a |
| Q2 2024 | 1 | n/a | 17.62K | $503,685 | 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 | Osaic Holdings, Inc. | 185.58K | n/a | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 180.30K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 143.37K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 55.10K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Truist Financial Corp | 52.76K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 51.47K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 42.45K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 38.76K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Focus Partners Wealth | 38.58K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 28.32K | n/a | $954,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 19.64K | n/a | $661,312 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 18.66K | n/a | $628,214 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 12.44K | n/a | $428,644 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 12.50K | n/a | $420,942 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 11.44K | n/a | $385,117 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 9.30K | n/a | $313,131 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 8.06K | -61.8% | $271,313 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.23K | n/a | $41,414 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1 | 0.0% | $34 | 0.0% | Held | 2 | 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): 94 持有人, 2.85M 股份, $93.29M 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