证券记录 · 已归档季度
NUBD
名称等待档案录入
30被追踪持有人
0Δ持有人
6.38M持有股份
$142.52M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 +4.1% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.47K | $433,392 | n/a | −1 |
| Q2 2026 | 29 | +1 | 8.13M | $179.98M | +2 | −2 |
| Q1 2026 | 30 | 0 | 7.62M | $169.33M | +1 | −1 |
| Q4 2025 | 30 | 0 | 6.38M | $142.52M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.78M | $39.97M | n/a | n/a |
| Q2 2025 | 2 | 0 | 77.15K | $1.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 146.03K | $3.24M | n/a | n/a |
| Q4 2024 | 1 | 0 | 140.38K | $3.06M | n/a | n/a |
| Q3 2024 | 1 | +1 | 58.37K | $1.33M | +1 | 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 ✦ | 1.90M | +20.5% | $42.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank of New York Mellon Corp | 1.59M | n/a | $35.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Envestnet Asset Management Inc | 576.16K | n/a | $12.88M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 474.35K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 315.95K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 258.07K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Assetmark, Inc | 185.68K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 117.06K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 116.73K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 95.76K | -28.5% | $2.14M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 93.88K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 83.08K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 67.97K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 61.12K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 55.84K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealthfront Advisers LLC | 42.48K | n/a | $949,685 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 38.61K | n/a | $863,031 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 36.51K | n/a | $816,360 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 34.71K | n/a | $776,009 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 33.72K | n/a | $753,850 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 33.37K | n/a | $745,875 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 30.81K | -54.0% | $688,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 27.28K | n/a | $610,708 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.78K | n/a | $598,703 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 23.13K | n/a | $516,981 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 22.78K | n/a | $509,179 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 12.93K | n/a | $289,095 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 9.68K | n/a | $216,396 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 6.62K | n/a | $148,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.01K | -7.0% | $44,839 | 0.0% | ▼ Trim | 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): 126 持有人, 15.01M 股份, $297.04M 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