证券记录 · 已归档季度
QEFA
名称等待档案录入
33被追踪持有人
+1Δ持有人
4.72M持有股份
$427.76M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 +3.1% ·
股份流向 -0.1% ·
净新建仓位 +3.0%
· 公式
持有人分散化：持有人数增多，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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 78.94K | $7.67M | n/a | n/a |
| Q2 2026 | 36 | +3 | 4.51M | $433.20M | +4 | −1 |
| Q1 2026 | 34 | +1 | 4.80M | $447.57M | +3 | −2 |
| Q4 2025 | 33 | +1 | 4.72M | $427.76M | +1 | n/a |
| Q3 2025 | 5 | 0 | 1.14M | $100.53M | n/a | n/a |
| Q2 2025 | 3 | 0 | 19.23K | $1.64M | n/a | n/a |
| Q1 2025 | 2 | +1 | 6.84K | $540,454 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.65K | $554,484 | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.31K | $347,036 | n/a | n/a |
| Q2 2024 | 1 | n/a | 77.21K | $5.77M | n/a | 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 | 1.26M | n/a | $114.66M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.10M | -0.5% | $99.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 1.03M | n/a | $93.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 347.85K | n/a | $31.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 197.40K | n/a | $17.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Captrust Financial Advisors | 98.11K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 95.50K | n/a | $8.81M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 94.97K | n/a | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 64.16K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 61.93K | n/a | $5.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 53.03K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 43.33K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 41.04K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.82K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 31.91K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 26.37K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 22.39K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 22.03K | -32.6% | $2.00M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 16.24K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 11.66K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 10.79K | +509.6% | $978,238 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Cetera Investment Advisers | 9.66K | n/a | $875,610 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 8.49K | n/a | $769,517 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Raymond James Financial Inc | 7.97K | n/a | $722,912 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Creative Planning | 6.27K | n/a | $568,501 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.58K | -2.9% | $415,739 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 3.83K | 0.0% | $347,719 | 0.0% | Held | 4 | SEC ↗ |
| 28 | Assetmark, Inc | 3.61K | n/a | $327,310 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 782 | n/a | $70,904 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 414 | 新增 | $37,537 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 200 | n/a | $18,164 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Qube Research & Technologies Ltd | 157 | n/a | $14,235 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 29 | n/a | $2,629 | 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
| BlackRock | $37,537 | 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): 143 持有人, 9.46M 股份, $840.18M 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