证券记录 · 已归档季度
NPFD
名称等待档案录入
18被追踪持有人
0Δ持有人
4.15M持有股份
$78.98M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 -0.3% · 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 | 20 | -2 | 4.04M | $76.03M | — | −2 |
| Q1 2026 | 22 | +4 | 4.27M | $77.46M | +5 | −1 |
| Q4 2025 | 18 | 0 | 4.15M | $78.98M | — | — |
| Q3 2025 | 1 | — | 1.99M | $39.78M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.98M | -0.7% | $37.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.98M | -0.7% | $37.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.98M | -0.7% | $37.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.98M | -0.7% | $37.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.98M | -0.7% | $37.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 637.00K | — | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 637.00K | — | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 395.68K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 395.68K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 395.68K | — | $7.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 346.81K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 346.81K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Invesco Ltd. | 273.56K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 273.56K | — | $5.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 189.63K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 189.63K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | First Trust Advisors Lp | 109.63K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 62.26K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 47.36K | — | $901,252 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 45.28K | — | $861,661 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 24.60K | — | $468,119 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 24.60K | — | $468,119 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 15.11K | — | $304,106 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | LPL Financial LLC | 15.61K | — | $296,990 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 6.04K | — | $114,861 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 947 | — | $18,021 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 821 | — | $15,624 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 342 | — | $6,508 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 44 | — | $837 | 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
| 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): 55 持有人, 7.77M 股份, $91.52M 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