证券记录 · 已归档季度
MDIV
名称等待档案录入
24被追踪持有人
+1Δ持有人
5.97M持有股份
$93.80M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.3% ·
股份流向 +0.6% ·
净新建仓位 +4.2%
— 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 | 23 | -3 | 6.60M | $109.11M | — | −3 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | — |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | — |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | — | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | — | — |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | — | — |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | — | — |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | — | — |
| Q2 2024 | 1 | — | 22.30K | $350,534 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.01M | — | $15.82M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 863.21K | +2.1% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 863.21K | +2.1% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 664.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 664.86K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 582.65K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 557.63K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 557.63K | — | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 411.45K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 409.69K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 409.69K | — | $6.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 308.84K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 279.06K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 279.06K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 253.96K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 253.96K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 180.20K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 170.10K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 170.10K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 67.53K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 67.53K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 64.57K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 38.06K | — | $598,263 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 32.03K | — | $503,539 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 26.88K | — | $424,588 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 19.26K | 新增 | $302,751 | 0.0% | New | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 18.50K | — | $290,745 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 11.80K | — | $185,496 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Citigroup Inc | 2.00K | — | $31,471 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.80K | — | $28,296 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 158 | -20.2% | $2,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Cwm, Llc | 100 | — | $2,000 | 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
| Citadel Advisors | $302,751 | 0.0% |
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): 95 持有人, 8.88M 股份, $138.61M 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