证券记录 · 已归档季度
OUSA
名称等待档案录入
38被追踪持有人
0Δ持有人
4.78M持有股份
$275.86M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.9% · 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 | 36 | 0 | 4.10M | $239.25M | +2 | −3 |
| Q1 2026 | 38 | 0 | 4.22M | $234.96M | +3 | −3 |
| Q4 2025 | 38 | 0 | 4.78M | $275.86M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.68M | $95.21M | n/a | n/a |
| Q2 2025 | 3 | +1 | 46.48K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | 0 | 4.00K | $212,880 | n/a | n/a |
| Q4 2024 | 1 | -1 | 4.00K | $212,480 | n/a | −1 |
| Q3 2024 | 2 | +1 | 29.77K | $1.61M | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.26K | $459,632 | 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 ✦ | 1.59M | +2.4% | $91.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 528.60K | n/a | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 461.63K | n/a | $26.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 399.92K | n/a | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 329.89K | n/a | $19.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 323.08K | n/a | $18.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 233.08K | n/a | $13.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 197.15K | n/a | $11.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 192.03K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 92.43K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 68.50K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 65.51K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 63.18K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 50.31K | n/a | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 31.53K | -58.8% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 24.12K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 20.53K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 19.85K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 15.62K | n/a | $900,986 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 9.33K | n/a | $538,441 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.77K | n/a | $506,262 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 8.22K | n/a | $474,063 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 7.72K | n/a | $445,218 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 7.30K | -69.5% | $421,210 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 7.18K | n/a | $414,190 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.11K | -50.0% | $410,016 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Mercer Global Advisors Inc /Adv | 6.55K | n/a | $378,075 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 5.50K | n/a | $317,367 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.28K | +0.7% | $246,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.02K | n/a | $58,969 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Blair William & Co/Il | 473 | n/a | $27,268 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 416 | 新增 | $24,003 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 310 | n/a | $17,887 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 300 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 140 | n/a | $8,078 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 91 | n/a | $5,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Assetmark, Inc | 51 | n/a | $2,943 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 37 | n/a | $2,135 | 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
| BlackRock | $24,003 | 0.0% |
已清仓
| Citadel Advisors | $729,875 | 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): 132 持有人, 6.06M 股份, $332.55M 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