证券记录 · 已归档季度
PDP
名称等待档案录入
41被追踪持有人
-1Δ持有人
4.32M持有股份
$504.08M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 -2.4% ·
股份流向 -3.4% ·
净新建仓位 -2.4%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +3 | 4.49M | $679.88M | +5 | −3 |
| Q1 2026 | 48 | +7 | 4.21M | $508.72M | +7 | n/a |
| Q4 2025 | 41 | -1 | 4.32M | $504.08M | +1 | −2 |
| Q3 2025 | 6 | 0 | 935.96K | $110.50M | +1 | −1 |
| Q2 2025 | 3 | 0 | 32.77K | $3.56M | +1 | −1 |
| Q1 2025 | 1 | 0 | 11.72K | $1.17M | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.98K | $966,661 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.90K | $1.23M | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.20K | $313,348 | 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 ✦ | 688.02K | +0.9% | $80.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Raymond James Financial Inc | 507.69K | n/a | $59.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 432.07K | n/a | $50.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 386.84K | n/a | $45.03M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 350.20K | n/a | $40.77M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 340.69K | n/a | $39.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 312.13K | n/a | $36.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 257.67K | n/a | $30.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 192.34K | n/a | $22.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 151.29K | n/a | $17.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 113.43K | n/a | $13.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 107.15K | n/a | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 86.69K | -58.4% | $10.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Envestnet Asset Management Inc | 66.15K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 63.52K | n/a | $7.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mml Investors Services, Llc | 53.99K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 40.00K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 28.43K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Blair William & Co/Il | 23.91K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 23.17K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 19.53K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 15.97K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 7.97K | n/a | $928,109 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 7.77K | n/a | $904,578 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 7.39K | -6.5% | $860,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cwm, Llc | 5.91K | n/a | $688,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 4.52K | n/a | $526,613 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cibc World Market Inc. | 4.32K | n/a | $502,964 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 3.85K | n/a | $447,603 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.20K | n/a | $372,027 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Northwestern Mutual Wealth… | 3.12K | n/a | $363,722 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 3.06K | 新增 | $355,848 | 0.0% | New | 1 | SEC ↗ |
| 33 | Corient Private Wealth LP | 2.60K | n/a | $302,244 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 2.48K | n/a | $289,130 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 2.26K | n/a | $263,395 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 2.21K | n/a | $256,788 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.72K | n/a | $199,750 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 843 | n/a | $98,129 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 490 | n/a | $57,038 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 252 | n/a | $29,281 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 1 | 0.0% | $84 | 0.0% | Held | 3 | 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
| AQR Capital Management | $355,848 | 0.0% |
已清仓
| Goldman Sachs Group | $3.27M | 曾为 0.0% |
| Citadel Advisors | $1.20M | 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): 205 持有人, 6.02M 股份, $698.85M 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