证券记录 · 已归档季度
NAD
名称等待档案录入
40被追踪持有人
0Δ持有人
26.35M持有股份
$316.56M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 +0.2% · 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 ✦ | 7.18M | +0.7% | $86.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.54M | n/a | $42.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.64M | n/a | $31.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 2.64M | n/a | $31.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.44M | n/a | $29.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 1.02M | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 953.33K | n/a | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 899.91K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Stifel Financial Corp | 694.76K | n/a | $8.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 647.15K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 464.40K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 445.13K | n/a | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Deutsche Bank Ag\ | 416.38K | n/a | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 328.55K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 300.65K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 257.22K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Invesco Ltd. | 218.82K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 218.67K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 184.79K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 124.00K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 83.92K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Corient Private Wealth LP | 90.04K | n/a | $947,136 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Northwestern Mutual Wealth… | 78.77K | n/a | $946,832 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 60.95K | n/a | $732,679 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 60.53K | n/a | $723,328 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 37.99K | n/a | $456,693 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.30K | n/a | $448,408 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 37.22K | n/a | $447,432 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 36.66K | n/a | $440,715 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 35.01K | n/a | $420,789 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Truist Financial Corp | 32.62K | n/a | $392,033 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Cwm, Llc | 32.62K | n/a | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 22.84K | n/a | $274,573 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 16.27K | n/a | $195,570 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 14.59K | n/a | $175,338 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 13.33K | n/a | $160,250 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 12.75K | n/a | $153,267 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mml Investors Services, Llc | 10.28K | n/a | $123,516 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 9.56K | n/a | $114,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 453 | n/a | $5,441 | 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): 282 持有人, 45.06M 股份, $502.41M 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。
公开市场买入 (P)
Oct 14
TOTH TERENCE J
Other · 4.59K 股 @ 10.13 · $46,466
Oct 14
TOTH TERENCE J
Other · 2.50K 股 @ 10.12 · $25,300
Oct 14
TOTH TERENCE J
Other · 3 股 @ 10.13 · $30
Oct 14
TOTH TERENCE J
Other · 0 股 @ 10.13 · $4
公开市场卖出 (S)
Oct 16
Robert Young L
Other · 32.73K 股 · $337,743
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Oct 05
SC 13D/A: BANK OF AMERICA CORP /DE/
52.5% 占股份类别 · 查看 SEC 原始申报文件 ↗
Sep 25
SC 13D/A: WELLS FARGO & COMPANY/MN
11.8% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 22
SC 13D/A: BANK OF AMERICA CORP /DE/
52.3% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 12
SC 13D/A: WELLS FARGO & COMPANY/MN
13.5% 占股份类别 · 查看 SEC 原始申报文件 ↗
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