证券记录 · 已归档季度
OMFS
名称等待档案录入
20被追踪持有人
-1Δ持有人
3.87M持有股份
$172.17M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 -4.8% ·
股份流向 -0.3% ·
净新建仓位 -5.0%
— 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 | 22 | +1 | 3.50M | $186.82M | +2 | −1 |
| Q1 2026 | 22 | +2 | 3.56M | $161.13M | +2 | — |
| Q4 2025 | 20 | -1 | 3.87M | $172.17M | — | −1 |
| Q3 2025 | 4 | -1 | 21.97K | $966,325 | — | −1 |
| Q2 2025 | 3 | 0 | 38.81K | $1.56M | — | — |
| Q1 2025 | 2 | +2 | 52.74K | $2.00M | +2 | — |
| Q3 2024 | 1 | -1 | 16.70K | $660,366 | — | −1 |
| Q2 2024 | 2 | — | 28.38K | $1.03M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 1.45M | — | $64.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 1.45M | — | $64.37M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1.10M | — | $48.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.10M | — | $48.87M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 1.10M | — | $48.87M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 787.71K | — | $35.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 165.31K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 165.31K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 124.23K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 124.23K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 124.23K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 74.89K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 74.89K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 30.46K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 25.91K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 24.60K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 21.68K | — | $964,213 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 17.29K | — | $769,023 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 14.04K | — | $624,270 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 14.04K | — | $624,270 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 12.31K | — | $547,701 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 12.31K | — | $547,701 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 10.71K | — | $476,140 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 9.43K | -7.7% | $419,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 9.43K | -7.7% | $419,485 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.31K | — | $192,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 664 | +268.9% | $29,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 664 | +268.9% | $29,528 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cwm, Llc | 517 | — | $23,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 210 | +55.6% | $9,358 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 69 | — | $3,068 | 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 | $502,886 | 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): 55 持有人, 4.84M 股份, $199.20M 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