证券记录 · 已归档季度
OPP
名称等待档案录入
20被追踪持有人
0Δ持有人
5.23M持有股份
$41.54M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 -4.5% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -4 | 5.41M | $41.77M | — | −4 |
| Q1 2026 | 20 | 0 | 5.45M | $41.80M | +3 | −3 |
| Q4 2025 | 20 | 0 | 5.23M | $41.54M | — | — |
| Q3 2025 | 1 | — | 2.32M | $19.78M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.07M | -10.7% | $16.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.33M | — | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.33M | — | $10.54M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.03M | — | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 221.66K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 157.62K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 153.42K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 90.01K | — | $715,568 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 33.24K | — | $264,290 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 29.71K | — | $236,165 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 26.31K | — | $209,190 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 26.31K | — | $209,190 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 24.85K | — | $197,547 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 23.18K | — | $184,273 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 23.18K | — | $184,273 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 12.17K | — | $96,752 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 10.99K | — | $87,520 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 8.00K | — | $63,600 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 5.00K | — | $39,750 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.00K | — | $39,750 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 3.07K | — | $24,392 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 2.16K | — | $17,204 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 384 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 4 | — | $32 | 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
| 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): 63 持有人, 8.78M 股份, $61.49M 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