证券记录 · 已归档季度
PRFZ
名称等待档案录入
51被追踪持有人
+2Δ持有人
12.58M持有股份
$578.27M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.1% ·
股份流向 -0.5% ·
净新建仓位 +3.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 57 | +7 | 13.01M | $724.91M | +7 | — |
| Q1 2026 | 51 | -1 | 12.83M | $588.46M | +2 | −3 |
| Q4 2025 | 51 | +2 | 12.58M | $578.27M | +2 | — |
| Q3 2025 | 5 | -1 | 1.54M | $70.08M | — | −1 |
| Q2 2025 | 4 | 0 | 71.00K | $2.89M | +1 | −1 |
| Q1 2025 | 2 | 0 | 13.24K | $501,153 | +1 | −1 |
| Q4 2024 | 2 | -1 | 140.10K | $5.83M | — | −1 |
| Q3 2024 | 3 | +1 | 67.75K | $2.81M | +1 | — |
| Q2 2024 | 2 | — | 72.09K | $2.75M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.49M | — | $114.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.49M | — | $114.21M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.49M | — | $114.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.49M | — | $114.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.33M | — | $61.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.12M | +2.8% | $51.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.12M | +2.8% | $51.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.12M | +2.8% | $51.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.12M | +2.8% | $51.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.03M | — | $47.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.03M | — | $47.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 995.86K | — | $45.70M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 784.67K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 784.67K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 784.67K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 681.49K | — | $31.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 681.49K | — | $31.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 579.10K | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 473.04K | — | $21.71M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Invesco Ltd. | 473.04K | — | $21.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Invesco Ltd. | 473.04K | — | $21.71M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 293.37K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 293.37K | — | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 258.70K | — | $11.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 257.30K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 257.30K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 257.30K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 251.51K | — | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 228.02K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Creative Planning | 153.03K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 153.03K | — | $7.02M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 148.95K | +12.4% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 144.49K | — | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 140.93K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 140.93K | — | $6.47M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cerity Partners LLC | 120.46K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 120.46K | — | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 117.19K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 115.71K | -55.1% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 115.71K | -55.1% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 115.71K | -55.1% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 115.71K | -55.1% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 115.71K | -55.1% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Focus Partners Wealth | 110.94K | — | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 77.77K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 77.46K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 77.46K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 70.64K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 55.26K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 54.48K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 54.48K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 54.48K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 49.87K | -13.0% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 48.60K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Corient Private Wealth LP | 46.68K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Corient Private Wealth LP | 46.68K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Corient Private Wealth LP | 46.68K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 36.42K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 36.42K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 31.87K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 28.83K | — | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Lido Advisors, LLC | 26.37K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Citigroup Inc | 20.05K | — | $920,318 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 18.15K | 新增 | $832,812 | 0.0% | New | 1 | SEC ↗ |
| 65 | Northern Trust Corp | 16.45K | — | $755,120 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 16.45K | — | $755,120 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 15.40K | 新增 | $706,889 | 0.0% | New | 1 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 15.40K | 新增 | $706,889 | 0.0% | New | 1 | SEC ↗ |
| 69 | Wealthfront Advisers LLC | 12.91K | — | $592,623 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Stifel Financial Corp | 8.17K | — | $374,818 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Stifel Financial Corp | 8.17K | — | $374,818 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Brown Advisory Inc | 7.18K | — | $329,720 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Brown Advisory Inc | 7.18K | — | $329,720 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Blair William & Co/Il | 7.12K | — | $326,814 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cwm, Llc | 6.08K | — | $279,000 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 5.49K | — | $252,074 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 5.49K | — | $252,074 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Assetmark, Inc | 5.40K | — | $247,760 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | BlackRock ✦ (被动) | 5.06K | +5.8% | $232,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | BlackRock ✦ (被动) | 5.06K | +5.8% | $232,341 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Truist Financial Corp | 4.91K | — | $225,505 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Truist Financial Corp | 4.91K | — | $225,505 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 4.89K | — | $224,356 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 4.65K | — | $213,297 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 4.65K | — | $213,297 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 1.86K | — | $85,585 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 1.68K | — | $77,095 | 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 | $832,812 | 0.0% |
| Goldman Sachs Group | $706,889 | 0.0% |
| Goldman Sachs Group | $706,889 | 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): 317 持有人, 23.30M 股份, $1.06B 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