证券记录 · 已归档季度
PFN
名称等待档案录入
27被追踪持有人
+1Δ持有人
6.34M持有股份
$47.55M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 +3.8% ·
股份流向 +2.5% ·
净新建仓位 +3.7%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | LPL Financial LLC | 1.31M | n/a | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.09M | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 806.14K | +24.1% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 782.18K | n/a | $5.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Invesco Ltd. | 674.38K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 207.21K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 189.55K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 189.39K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 151.18K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 133.60K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 116.67K | n/a | $875,038 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 112.74K | n/a | $845,528 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 92.34K | n/a | $692,555 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 77.01K | n/a | $577,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 74.97K | n/a | $563,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 74.12K | n/a | $555,878 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 68.46K | n/a | $513,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 63.18K | n/a | $473,850 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 29.35K | n/a | $220,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 27.42K | n/a | $205,680 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 26.08K | n/a | $195,578 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Lido Advisors, LLC | 19.00K | n/a | $145,583 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 12.37K | n/a | $91,792 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.65K | n/a | $27,360 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 2.59K | n/a | $19,418 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 700 | n/a | $5,252 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1 | 新增 | $6 | 0.0% | New | 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) | $6 | 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, 14.08M 股份, $88.71M 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