证券记录 · 已归档季度
NQP
名称等待档案录入
22被追踪持有人
0Δ持有人
2.09M持有股份
$24.90M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 +0.5% · 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 | 587.23K | n/a | $6.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 273.92K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 207.60K | +5.3% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 184.13K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 174.32K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 104.07K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 100.94K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 78.45K | n/a | $932,823 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Pnc Financial Services Group, Inc. | 75.70K | n/a | $900,134 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Bank of New York Mellon Corp | 67.52K | n/a | $802,754 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Baird Financial Group, Inc. | 43.17K | n/a | $513,303 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 42.88K | n/a | $510,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 34.61K | n/a | $411,489 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 32.68K | n/a | $388,640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 28.25K | n/a | $335,957 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 22.16K | n/a | $263,435 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 14.21K | n/a | $168,923 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 10.11K | n/a | $120,160 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 6.54K | n/a | $77,808 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 3.37K | n/a | $40,093 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 1.41K | n/a | $16,753 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 712 | n/a | $8,466 | 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): 67 持有人, 7.90M 股份, $55.98M 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