证券记录 · 已归档季度
PTY
名称等待档案录入
38被追踪持有人
+1Δ持有人
16.44M持有股份
$212.11M报告持仓市值
+1新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +2.7% ·
股份流向 -0.3% ·
净新建仓位 +2.6%
— 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 | 33 | -1 | 18.49M | $222.42M | +2 | −3 |
| Q1 2026 | 35 | -3 | 17.64M | $212.76M | +2 | −5 |
| Q4 2025 | 38 | +1 | 16.44M | $212.11M | +1 | — |
| Q3 2025 | 2 | -1 | 2.62M | $37.89M | — | −1 |
| Q2 2025 | 2 | +1 | 57.65K | $801,883 | +1 | — |
| Q4 2024 | 1 | 0 | 34.64K | $497,777 | +1 | −1 |
| Q3 2024 | 1 | +1 | 65.54K | $943,149 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.66M | — | $34.27M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 2.59M | — | $33.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.52M | -3.0% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.32M | — | $17.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.12M | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 816.48K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 816.48K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 781.20K | — | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 627.24K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 627.24K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 584.29K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 584.29K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 584.07K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 584.07K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 584.07K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 496.06K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 449.14K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 351.57K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 351.57K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 348.33K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 348.33K | — | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 196.06K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 196.06K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 169.05K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 169.05K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 97.41K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 97.21K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 88.32K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 79.86K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 65.95K | — | $850,715 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 62.58K | — | $807,277 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Millennium Management ✦ | 48.07K | +61.8% | $620,051 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 45.06K | — | $581,322 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 38.71K | — | $510,569 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 33.45K | — | $431,575 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 30.63K | — | $397,275 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Lido Advisors, LLC | 30.63K | — | $397,275 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 24.36K | — | $314,205 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 24.34K | — | $313,996 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Barclays Plc | 20.85K | — | $268,965 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Nomura Holdings Inc | 19.80K | — | $255,420 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 13.16K | 新增 | $169,764 | 0.0% | New | 1 | SEC ↗ |
| 46 | Focus Partners Wealth | 12.46K | — | $160,776 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Corient Private Wealth LP | 10.27K | — | $116,575 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 7.67K | — | $98,968 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 7.67K | — | $98,968 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 7.67K | — | $98,968 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 6.36K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 6.00K | — | $77,340 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Assetmark, Inc | 98 | — | $1,264 | 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
| BlackRock | $169,764 | 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): 220 持有人, 33.42M 股份, $377.81M 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