证券记录 · 已归档季度
RDIV
名称等待档案录入
33被追踪持有人
0Δ持有人
4.45M持有股份
$231.47M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.0% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 77.43K | $4.46M | n/a | n/a |
| Q2 2026 | 34 | +3 | 4.61M | $267.98M | +6 | −4 |
| Q1 2026 | 33 | -1 | 4.63M | $257.91M | +2 | −3 |
| Q4 2025 | 33 | 0 | 4.45M | $231.47M | +1 | −1 |
| Q3 2025 | 5 | +1 | 1.20M | $62.63M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.15K | $102,623 | n/a | −1 |
| Q1 2025 | 1 | 0 | 5.54K | $270,463 | +1 | −1 |
| Q4 2024 | 1 | -1 | 4.65K | $224,363 | n/a | −1 |
| Q3 2024 | 2 | 0 | 18.08K | $902,927 | +1 | −1 |
| Q2 2024 | 2 | n/a | 17.23K | $771,904 | 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 | Morgan Stanley ✦ | 1.05M | -0.3% | $54.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 683.78K | n/a | $35.58M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 529.92K | n/a | $27.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 407.75K | n/a | $21.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 222.99K | n/a | $11.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Ameriprise Financial Inc | 220.49K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 165.99K | n/a | $8.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Rockefeller Capital Management L.P. | 133.80K | n/a | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 113.91K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 110.42K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 99.24K | n/a | $5.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 92.97K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 87.40K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 82.80K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 79.63K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 63.03K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 54.82K | -51.9% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Royal Bank Of Canada | 48.53K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 33.67K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 32.89K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 30.40K | 新增 | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 23.42K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 18.06K | n/a | $939,825 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 17.03K | n/a | $886,402 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 15.25K | 0.0% | $793,818 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 5.16K | n/a | $268,526 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 4.89K | n/a | $254,528 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 4.58K | n/a | $238,449 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 4.56K | n/a | $237,152 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.63K | +3.3% | $188,853 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cwm, Llc | 1.66K | n/a | $86,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 1.05K | n/a | $54,538 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citigroup Inc | 1.00K | n/a | $52,040 | 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
| Two Sigma Investments | $1.58M | 0.0% |
已清仓
| Citadel Advisors | $788,367 | 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): 125 持有人, 7.21M 股份, $395.85M 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