证券记录 · 已归档季度
NZF
名称等待档案录入
39被追踪持有人
0Δ持有人
18.73M持有股份
$235.55M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 -3.0% · 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 | 19.32K | $209,101 | n/a | −1 |
| Q2 2026 | 41 | 0 | 17.75M | $225.07M | +4 | −5 |
| Q1 2026 | 43 | +4 | 17.24M | $209.96M | +4 | n/a |
| Q4 2025 | 39 | 0 | 18.73M | $235.55M | n/a | n/a |
| Q3 2025 | 2 | n/a | 4.29M | $53.89M | n/a | n/a |
| Q1 2025 | 1 | +1 | 11.57K | $141,538 | +1 | n/a |
| Q3 2024 | 1 | 0 | 48.00K | $628,748 | +1 | −1 |
| Q2 2024 | 1 | n/a | 17.33K | $214,013 | 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 ✦ | 3.61M | -14.1% | $45.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 3.15M | n/a | $39.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 2.17M | n/a | $27.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.83M | n/a | $22.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 1.09M | n/a | $13.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 984.76K | n/a | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 786.78K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 651.48K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 532.93K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Allianz Asset Management GmbH | 462.38K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 460.77K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 360.92K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 309.59K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 254.00K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 251.12K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 240.73K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 236.42K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Invesco Ltd. | 206.52K | n/a | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 180.45K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 162.73K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 132.00K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 93.96K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 93.10K | +4.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 66.03K | n/a | $830,656 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 59.96K | n/a | $762,747 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 56.21K | n/a | $707,128 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 54.59K | n/a | $686,808 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 53.07K | n/a | $667,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 45.05K | n/a | $566,767 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Focus Partners Wealth | 25.50K | n/a | $320,728 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northern Trust Corp | 23.81K | n/a | $299,530 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 21.29K | n/a | $267,816 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 19.99K | n/a | $251,487 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 13.26K | n/a | $166,837 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | First Trust Advisors Lp | 13.11K | n/a | $164,898 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 13.07K | n/a | $164,448 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 4.24K | n/a | $53,352 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 1.93K | n/a | $24,305 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 805 | n/a | $10,000 | 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): 231 持有人, 31.40M 股份, $361.38M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Oct 16
Robert Young L
Other · 16.13K 股 · $17.63M
Oct 14
TOTH TERENCE J
Other · 6.68K 股 · $71,811
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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