证券记录 · 已归档季度
PML
名称等待档案录入
39被追踪持有人
0Δ持有人
10.79M持有股份
$81.46M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.3% · 净新建仓位 0.0% — 公式
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 ✦ | 1.74M | -12.7% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.41M | — | $10.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Allspring Global Investments… | 880.65K | — | $6.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 666.16K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 576.87K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 537.89K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 478.02K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Balyasny Asset Management L.P. | 478.02K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 446.26K | — | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 405.41K | — | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 348.77K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 324.82K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank of New York Mellon Corp | 288.40K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 283.26K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 250.78K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 233.49K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 220.05K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 195.67K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 173.65K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Ameriprise Financial Inc | 158.23K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 133.81K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Sei Investments Co | 83.36K | — | $628,540 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 80.24K | — | $604,983 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 57.58K | — | $434,171 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 55.43K | — | $426,215 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Nuveen, LLC | 55.06K | — | $415,175 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 50.95K | — | $384,133 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 46.93K | — | $353,844 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mml Investors Services, Llc | 34.37K | — | $259,111 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northern Trust Corp | 23.17K | — | $174,709 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Nomura Holdings Inc | 21.10K | — | $159,079 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 15.43K | — | $116,322 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 14.97K | — | $112,893 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Pnc Financial Services Group, Inc. | 13.94K | — | $105,122 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 5.70K | — | $42,978 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 1.16K | — | $8,769 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.04K | — | $7,827 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 900 | — | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 226 | — | $1,704 | 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
| 本季度无新增被追踪买入方。 |
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): 154 持有人, 40.33M 股份, $294.26M 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。
公开市场买入 (P)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 股 @ 7.45 · $745
公开市场卖出 (S)
Aug 18
BANK OF AMERICA CORP /DE/
10% owner · 100 股 · $736
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 26
SC 13D/A — BANK OF AMERICA CORP /DE/
79.5% 占股份类别 · 查看 SEC 原始申报文件 ↗
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