证券记录 · 已归档季度
PTF
名称等待档案录入
34被追踪持有人
-2Δ持有人
1.54M持有股份
$117.86M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 -6.1% ·
净新建仓位 -5.9%
· 公式
广泛减持：持股数量下降，持有人数量减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.85K | $316,428 | n/a | −1 |
| Q2 2026 | 36 | +4 | 2.16M | $294.11M | +8 | −5 |
| Q1 2026 | 34 | 0 | 1.61M | $139.08M | +3 | −3 |
| Q4 2025 | 34 | -2 | 1.54M | $117.86M | n/a | −2 |
| Q3 2025 | 6 | 0 | 350.83K | $26.25M | +1 | −1 |
| Q2 2025 | 3 | +1 | 97.92K | $6.69M | +1 | n/a |
| Q1 2025 | 1 | 0 | 3.53K | $208,247 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.62K | $189,890 | n/a | n/a |
| Q3 2024 | 1 | +1 | 6.54K | $414,959 | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 522.52K | n/a | $39.97M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 236.11K | -18.1% | $18.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 177.66K | n/a | $13.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 96.80K | n/a | $7.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 72.89K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 57.19K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 50.65K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Truist Financial Corp | 48.86K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 43.10K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 35.25K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Northwestern Mutual Wealth… | 21.74K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | IMC-Chicago, LLC | 21.10K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 19.20K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 19.00K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 14.23K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 12.45K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 13.03K | n/a | $996,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 12.13K | n/a | $927,552 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 11.21K | n/a | $857,331 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 9.86K | n/a | $753,774 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 9.29K | -49.1% | $710,590 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Susquehanna International Group, Llp | 8.99K | n/a | $687,920 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 4.11K | n/a | $314,360 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 4.06K | n/a | $310,688 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 3.85K | n/a | $294,880 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 3.67K | n/a | $280,417 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 3.34K | -11.3% | $255,618 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 2.83K | n/a | $216,265 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.72K | +19.1% | $207,815 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 900 | n/a | $68,838 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 675 | n/a | $52,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 490 | n/a | $37,479 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 119 | n/a | $9,102 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citigroup Inc | 1 | n/a | $76 | 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
| Goldman Sachs Group | $2.41M | 曾为 0.0% |
| Citadel Advisors | $465,354 | 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): 106 持有人, 2.48M 股份, $203.73M 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