证券记录 · 已归档季度
NMAI
名称等待档案录入
23被追踪持有人
0Δ持有人
3.03M持有股份
$39.49M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 -0.6% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -3 | 3.15M | $44.58M | n/a | −4 |
| Q1 2026 | 26 | +3 | 3.40M | $42.16M | +5 | −2 |
| Q4 2025 | 23 | 0 | 3.03M | $39.49M | n/a | n/a |
| Q3 2025 | 3 | 0 | 981.12K | $12.74M | n/a | n/a |
| Q2 2025 | 1 | 0 | 21.41K | $270,396 | n/a | n/a |
| Q1 2025 | 1 | 0 | 21.41K | $257,336 | n/a | n/a |
| Q4 2024 | 1 | 0 | 21.41K | $257,764 | n/a | n/a |
| Q3 2024 | 1 | 0 | 36.35K | $480,560 | n/a | n/a |
| Q2 2024 | 1 | n/a | 95.62K | $1.18M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 893.11K | +3.1% | $11.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | UBS Group AG | 681.50K | n/a | $8.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 393.13K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 201.16K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 195.12K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | First Trust Advisors Lp | 107.11K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 97.25K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 79.64K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 69.75K | n/a | $909,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 65.59K | n/a | $855,384 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 64.11K | n/a | $835,951 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 49.22K | -45.4% | $641,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25.83K | n/a | $336,797 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 23.77K | n/a | $309,930 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 21.41K | -12.3% | $279,173 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 17.16K | n/a | $223,819 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 14.44K | n/a | $188,245 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 13.94K | n/a | $183,561 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 10.28K | n/a | $134,012 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 3.28K | n/a | $42,812 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 1.17K | n/a | $15,283 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 164 | n/a | $2,139 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citigroup Inc | 2 | n/a | $26 | 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): 82 持有人, 6.50M 股份, $72.44M 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