证券记录 · 已归档季度
RFMZ
名称等待档案录入
18被追踪持有人
+1Δ持有人
3.39M持有股份
$42.87M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 +5.9% ·
股份流向 +12.2% ·
净新建仓位 +5.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 15 | -2 | 3.36M | $45.85M | +1 | −3 |
| Q1 2026 | 17 | -1 | 3.44M | $43.51M | +2 | −3 |
| Q4 2025 | 18 | +1 | 3.39M | $42.87M | +1 | — |
| Q3 2025 | 1 | — | 257.51K | $3.36M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 793.03K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 620.78K | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 620.78K | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 583.43K | +126.6% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 583.43K | +126.6% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 583.43K | +126.6% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 583.43K | +126.6% | $7.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 388.45K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 388.45K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 337.48K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 337.48K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 263.51K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 207.22K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 42.43K | 新增 | $537,151 | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 41.45K | — | $524,782 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 41.45K | — | $524,782 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 22.76K | — | $288,189 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 18.06K | — | $228,678 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 18.06K | — | $228,678 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 17.63K | — | $223,221 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 16.15K | — | $204,408 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 13.46K | — | $170,404 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 11.49K | — | $145,430 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 11.49K | — | $145,430 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.25K | — | $53,805 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 4.06K | — | $51,437 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 4.06K | — | $51,437 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 1.00K | — | $12,660 | 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
| Citadel Advisors | $537,151 | 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): 57 持有人, 7.52M 股份, $95.50M 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