证券记录 · 已归档季度
NIE
名称等待档案录入
25被追踪持有人
0Δ持有人
3.96M持有股份
$98.79M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 -0.1% · 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 | Wells Fargo & Company/Mn | 961.98K | n/a | $23.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 571.16K | n/a | $14.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 533.77K | -0.7% | $13.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 460.96K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 401.95K | n/a | $10.17M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 269.94K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 139.66K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 120.13K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 112.00K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 90.27K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Allspring Global Investments… | 67.18K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 43.78K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 35.90K | n/a | $894,630 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 34.12K | n/a | $850,338 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 24.95K | n/a | $621,714 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 21.57K | n/a | $537,530 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 20.43K | n/a | $509,109 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 18.48K | n/a | $460,472 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 14.45K | 0.0% | $360,144 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 4.57K | n/a | $113,859 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 4.13K | n/a | $103,044 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 3.33K | n/a | $83,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 3.00K | n/a | $74,860 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 358 | -55.5% | $8,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 31 | 0.0% | $773 | 0.0% | Held | 3 | 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, 7.08M 股份, $161.32M 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 · 245 股 @ 26.37 · $6,460
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
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