证券记录 · 已归档季度
NUMV
名称等待档案录入
33被追踪持有人
-1Δ持有人
5.41M持有股份
$211.61M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.9% ·
股份流向 -0.1% ·
净新建仓位 -3.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 34 | -2 | 4.69M | $203.95M | — | −2 |
| Q1 2026 | 37 | +4 | 4.99M | $193.33M | +4 | — |
| Q4 2025 | 33 | -1 | 5.41M | $211.61M | — | −1 |
| Q3 2025 | 4 | 0 | 1.51M | $58.51M | — | — |
| Q2 2025 | 2 | +1 | 14.82K | $534,226 | +1 | — |
| Q4 2024 | 1 | 0 | 6.54K | $227,553 | — | — |
| Q3 2024 | 1 | 0 | 5.51K | $202,878 | — | — |
| Q2 2024 | 1 | — | 20.21K | $667,569 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.47M | +1.0% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.47M | +1.0% | $57.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 589.74K | — | $23.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 573.56K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 538.30K | — | $21.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 538.30K | — | $21.05M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 537.51K | — | $21.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 291.58K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 262.62K | — | $10.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 165.77K | — | $6.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 160.65K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 135.80K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 120.77K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 100.64K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 99.95K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 99.95K | — | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 40.79K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 38.37K | +28.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 37.94K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 32.94K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 32.94K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 30.62K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 29.88K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 25.84K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 25.84K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 20.53K | — | $802,770 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 20.53K | — | $802,770 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 20.39K | — | $797,247 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 17.55K | — | $686,011 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 12.59K | — | $492,360 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Lido Advisors, LLC | 11.42K | — | $442,216 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cwm, Llc | 9.32K | — | $364,000 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 8.13K | — | $327,564 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Focus Partners Wealth | 8.31K | — | $324,765 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | First Manhattan Co. Llc. | 7.90K | — | $308,890 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 7.43K | — | $290,357 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 5.34K | — | $208,861 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 986 | -27.2% | $38,539 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Citigroup Inc | 380 | — | $14,858 | 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
| Citadel Advisors | $1.08M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 131 持有人, 8.37M 股份, $321.14M 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