证券记录 · 已归档季度
PDO
名称等待档案录入
29被追踪持有人
-1Δ持有人
18.60M持有股份
$257.40M报告持仓市值
+0新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 -3.3% ·
股份流向 +4.0% ·
净新建仓位 -3.4%
· 公式
集中增持:持股数量上升,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 ✦ | 5.40M | +14.9% | $74.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 3.52M | n/a | $48.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.40M | n/a | $33.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 2.19M | n/a | $30.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 929.25K | n/a | $12.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 799.98K | n/a | $11.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 706.01K | n/a | $9.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 650.44K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 586.05K | n/a | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 320.81K | n/a | $4.44M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 306.50K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 223.93K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 169.45K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 101.33K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 53.03K | n/a | $733,893 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 46.66K | n/a | $645,733 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 44.36K | n/a | $613,972 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 34.02K | n/a | $470,856 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 20.88K | n/a | $289,034 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 20.74K | n/a | $287,039 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 15.94K | n/a | $220,563 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 13.18K | n/a | $182,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 11.33K | n/a | $157,919 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 10.76K | +24359.1% | $148,945 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | National Bank Of Canada /Fi/ | 8.03K | n/a | $111,172 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | TD Waterhouse Canada Inc. | 7.80K | n/a | $108,030 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Assetmark, Inc | 1.90K | n/a | $26,241 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 500 | n/a | $6,920 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 1 | n/a | $14 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| JPMorgan Chase | $28 | 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): 134 持有人, 27.83M 股份, $337.02M 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