证券记录 · 已归档季度
LDP
名称等待档案录入
24被追踪持有人
0Δ持有人
5.38M持有股份
$113.94M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 +0.4% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.97M | +1.1% | $41.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | UBS Group AG | 1.38M | n/a | $29.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 403.95K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 362.07K | n/a | $7.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 234.62K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 183.81K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 158.25K | n/a | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 147.19K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 142.93K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 70.42K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 69.40K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Rockefeller Capital Management L.P. | 56.82K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 54.23K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Lido Advisors, LLC | 41.39K | n/a | $896,921 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 21.98K | n/a | $465,359 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 19.91K | n/a | $421,568 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 15.78K | n/a | $334,127 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 13.82K | n/a | $292,510 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 11.47K | n/a | $242,737 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 11.40K | n/a | $241,338 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 11.20K | n/a | $237,168 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 2.08K | n/a | $44,139 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Pnc Financial Services Group, Inc. | 1.20K | n/a | $25,404 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 100 | n/a | $2,000 | 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): 83 持有人, 8.30M 股份, $164.41M 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
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