证券记录 · 已归档季度
PSI
名称等待档案录入
40被追踪持有人
-1Δ持有人
3.29M持有股份
$259.45M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 -2.4% ·
股份流向 +8.8% ·
净新建仓位 -2.5%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | HighTower Advisors, LLC | 543.24K | — | $42.84M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 516.94K | +114.5% | $40.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 407.49K | — | $32.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 285.81K | — | $22.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 196.13K | — | $15.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 181.38K | — | $14.30M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Captrust Financial Advisors | 177.17K | — | $13.97M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 132.95K | — | $10.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 116.17K | — | $9.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 103.45K | — | $8.16M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | National Bank Of Canada /Fi/ | 85.09K | — | $6.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 76.36K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 62.64K | — | $4.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 51.89K | — | $4.09M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 49.14K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 45.98K | — | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 44.00K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 40.25K | — | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 37.86K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 33.02K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 23.78K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 10.11K | — | $797,525 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Mariner, LLC | 10.00K | — | $788,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 9.66K | — | $762,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 6.19K | — | $488,306 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 5.56K | — | $438,151 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.65K | — | $366,858 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Neuberger Berman Group LLC | 4.32K | — | $340,912 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 3.71K | — | $326,356 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 4.03K | -12.5% | $317,490 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.42K | +22.5% | $270,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 3.00K | — | $236,580 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.89K | -50.0% | $228,063 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Jane Street Group, Llc | 2.67K | — | $210,162 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 2.60K | — | $205,430 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | First Trust Advisors Lp | 2.60K | — | $204,641 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 1.99K | — | $157,114 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Bank Of Montreal /Can/ | 1.25K | — | $98,594 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Us Bancorp \De\ | 229 | — | $18,059 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 8 | — | $631 | 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
| Goldman Sachs Group | $512,240 | 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): 179 持有人, 4.61M 股份, $424.28M 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