证券记录 · 已归档季度
PCEF
名称等待档案录入
31被追踪持有人
+1Δ持有人
15.33M持有股份
$304.76M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +2.0% ·
净新建仓位 +3.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 33 | -1 | 14.76M | $299.78M | +1 | −2 |
| Q1 2026 | 35 | +4 | 14.55M | $273.79M | +6 | −2 |
| Q4 2025 | 31 | +1 | 15.33M | $304.76M | +1 | — |
| Q3 2025 | 4 | 0 | 2.26M | $45.10M | — | — |
| Q2 2025 | 2 | 0 | 22.10K | $431,875 | — | — |
| Q1 2025 | 1 | 0 | 15.91K | $299,941 | — | — |
| Q4 2024 | 1 | +1 | 15.91K | $304,874 | +1 | — |
| Q2 2024 | 1 | — | 16.88K | $317,719 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 3.04M | — | $60.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Royal Bank Of Canada | 3.04M | — | $60.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.50M | +11.7% | $49.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.93M | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.67M | — | $33.13M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.67M | — | $33.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.15M | — | $22.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.15M | — | $22.90M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 1.10M | — | $21.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 938.15K | — | $18.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 547.61K | — | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 448.60K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 417.40K | — | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 415.43K | — | $8.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 302.63K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 142.16K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 142.16K | — | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 94.05K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 93.98K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 92.99K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 92.52K | — | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 92.27K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 66.89K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 53.82K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 36.74K | +89.2% | $730,371 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Creative Planning | 34.79K | — | $691,677 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 27.57K | — | $548,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 20.24K | 新增 | $402,292 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 10.21K | — | $202,875 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.70K | — | $53,676 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 1.70K | +67.0% | $33,861 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Citigroup Inc | 256 | — | $5,089 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 193 | — | $3,837 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 135 | -66.2% | $2,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 135 | -66.2% | $2,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 57 | — | $1,133 | 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
| Citadel Advisors | $402,292 | 0.0% |
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): 121 持有人, 19.39M 股份, $359.70M 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