证券记录 · 已归档季度
NFJ
名称等待档案录入
32被追踪持有人
+1Δ持有人
22.68M持有股份
$292.38M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 +3.2% ·
股份流向 -0.6% ·
净新建仓位 +3.1%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 ✦ | 10.84M | -1.3% | $139.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.91M | n/a | $37.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 1.65M | n/a | $21.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 1.29M | n/a | $16.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Invesco Ltd. | 1.28M | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 980.84K | n/a | $12.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 735.76K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Capstone Investment Advisors, Llc | 526.67K | n/a | $6.79M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 519.41K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 434.46K | n/a | $5.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 390.13K | n/a | $5.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 313.25K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Creative Planning | 195.50K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 184.84K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 57.82K | n/a | $745,344 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 56.23K | n/a | $724,740 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 46.77K | n/a | $617,845 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 47.57K | n/a | $613,190 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 41.62K | n/a | $536,490 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 39.58K | n/a | $510,188 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 39.47K | n/a | $508,781 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 29.77K | n/a | $383,743 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 16.13K | n/a | $207,941 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 13.33K | n/a | $171,824 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 11.88K | n/a | $153,115 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 10.42K | n/a | $134,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Northwestern Mutual Wealth… | 5.80K | n/a | $74,826 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.18K | n/a | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 1.80K | n/a | $23,112 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 667 | -50.0% | $8,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 87 | n/a | $1,121 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 15 | 新增 | $193 | 0.0% | New | 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
| Fidelity (FMR) | $193 | 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): 121 持有人, 37.62M 股份, $456.26M 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)
Aug 20
MCDANIEL CONNIE D
Director · 350 股 @ 15.67 · $5,484
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
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 14
SC 13D/A: Saba Capital Management, L.P.
2.8% 占股份类别 · 查看 SEC 原始申报文件 ↗
Oct 14
SC 13D/A: Saba Capital Management, L.P.
2.8% 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