证券记录 · 已归档季度
PBE
名称等待档案录入
35被追踪持有人
0Δ持有人
637.92K持有股份
$52.41M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 +6.9% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 133.30K | +36.0% | $10.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 97.30K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 67.36K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 61.73K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 47.11K | — | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 46.86K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 22.68K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 21.91K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 20.66K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 16.50K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 12.22K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 10.67K | — | $876,274 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Raymond James Financial Inc | 9.91K | — | $814,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Two Sigma Investments ✦ | 9.00K | 新增 | $739,350 | 0.0% | New | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.96K | — | $736,374 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 6.89K | — | $566,148 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 6.50K | — | $534,304 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 6.41K | — | $526,487 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 4.56K | — | $383,482 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 4.60K | — | $378,219 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 3.61K | -2.5% | $296,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cwm, Llc | 3.32K | — | $272,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 3.10K | — | $255,058 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 3.00K | — | $246,450 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.50K | — | $205,153 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 2.33K | — | $191,851 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Blair William & Co/Il | 1.00K | — | $82,150 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 888 | +90.2% | $72,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 730 | — | $59,970 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 663 | 0.0% | $54,486 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 515 | — | $42,282 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | JPMorgan Chase ✦ | 500 | -50.0% | $41,075 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 325 | — | $26,699 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 150 | — | $12,323 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 140 | — | $11,486 | 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
| Two Sigma Investments | $739,350 | 0.0% |
已清仓
| Citadel Advisors | $206,326 | 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): 98 持有人, 1.02M 股份, $80.05M 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