证券记录 · 已归档季度
ROBO
名称等待档案录入
52被追踪持有人
0Δ持有人
3.43M持有股份
$233.23M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.6% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 0 | 4.49M | $384.14M | +4 | −5 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | — | — |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | — | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | — | — |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | — |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | — | — |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | — | −1 |
| Q2 2024 | 3 | — | 56.16K | $3.09M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 666.35K | — | $46.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 561.57K | +9.4% | $38.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Corient Private Wealth LP | 428.92K | — | $25.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 337.12K | — | $23.37M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 217.76K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 196.88K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 7 | Ameriprise Financial Inc | 144.72K | — | $10.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 90.57K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 85.19K | — | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 75.16K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 65.45K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 56.12K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 55.73K | — | $3.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Citigroup Inc | 39.20K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 37.37K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Focus Partners Wealth | 37.15K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mirae Asset Global Investments Co.… | 33.00K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 28.56K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 22.70K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 20.98K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Millennium Management ✦ | 20.91K | +208.4% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 20.88K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 20.82K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 18.23K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 13.19K | — | $913,829 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 12.22K | — | $846,794 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 11.84K | — | $820,633 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 11.15K | +15.0% | $772,498 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 10.08K | -48.6% | $698,931 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Mariner, LLC | 8.71K | — | $603,541 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cibc World Market Inc. | 8.65K | — | $599,601 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 7.74K | — | $536,528 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | D. E. Shaw & Co. ✦ | 6.76K | -6.9% | $468,397 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 6.26K | — | $458,138 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Truist Financial Corp | 5.45K | — | $377,463 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Pnc Financial Services Group, Inc. | 5.43K | — | $376,076 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Cerity Partners LLC | 5.26K | — | $364,872 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Baird Financial Group, Inc. | 4.20K | — | $291,102 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Financial Engines Advisors L.L.C. | 3.92K | — | $271,487 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 3.69K | — | $255,140 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 3.60K | — | $249,658 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Barclays Plc | 3.50K | — | $242,585 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 3.02K | — | $209,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 2.86K | — | $198,435 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 2.85K | — | $197,591 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 1.48K | — | $102,233 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Us Bancorp \De\ | 1.46K | — | $101,470 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 1.11K | — | $77,211 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 706 | — | $48,933 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 101 | — | $7,000 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 82 | — | $5,683 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 75 | — | $5,198 | 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
| 本季度无新增被追踪买入方。 |
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): 262 持有人, 7.35M 股份, $487.85M 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
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