证券记录 · 已归档季度
PBP
名称等待档案录入
23被追踪持有人
-1Δ持有人
2.71M持有股份
$61.91M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.2% ·
股份流向 -1.1% ·
净新建仓位 -4.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 750.57K | +3.8% | $17.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Osaic Holdings, Inc. | 435.27K | n/a | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 418.34K | n/a | $9.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 210.50K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 193.43K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 170.53K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 115.19K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 97.33K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 63.29K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Assetmark, Inc | 59.13K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 39.93K | n/a | $912,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 30.99K | n/a | $707,539 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 28.45K | n/a | $649,460 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 25.23K | n/a | $576,045 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 24.89K | n/a | $568,186 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 23.25K | n/a | $530,690 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 23.09K | n/a | $527,206 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 1.53K | n/a | $35,021 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 336 | 新增 | $7,674 | 0.0% | New | 1 | SEC ↗ |
| 20 | Barclays Plc | 222 | n/a | $5,068 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 218 | n/a | $4,977 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 139 | n/a | $3,173 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 137 | n/a | $3,128 | 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
| Fidelity (FMR) | $7,674 | 0.0% |
已清仓
| Citadel Advisors | $1.25M | 曾为 0.0% |
| JPMorgan Chase | $39,772 | 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): 57 持有人, 10.18M 股份, $220.80M 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