证券记录 · 已归档季度
PTA
名称等待档案录入
23被追踪持有人
0Δ持有人
12.01M持有股份
$231.97M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 -1.7% · 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 | Bank Of America Corp /De/ | 4.12M | n/a | $79.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 3.47M | -5.5% | $67.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | UBS Group AG | 2.33M | n/a | $45.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 695.22K | n/a | $13.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 502.10K | n/a | $9.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Rockefeller Capital Management L.P. | 185.98K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 118.24K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cerity Partners LLC | 106.18K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Stifel Financial Corp | 101.69K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 71.89K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 64.49K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 45.78K | n/a | $934,472 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 40.70K | -15.5% | $786,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Focus Partners Wealth | 37.06K | n/a | $715,667 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 28.70K | n/a | $554,286 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Wealth Enhancement Advisory… | 21.91K | n/a | $429,833 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.87K | n/a | $345,070 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 15.38K | n/a | $297,088 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 11.61K | n/a | $224,230 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Susquehanna International Group, Llp | 10.65K | n/a | $205,613 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 7.03K | n/a | $135,831 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Northwestern Mutual Wealth… | 700 | n/a | $13,517 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 168 | n/a | $3,244 | 0.0% | n/c | 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
| 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): 57 持有人, 12.99M 股份, $240.70M 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