证券记录 · 已归档季度
ROBT
名称等待档案录入
32被追踪持有人
-1Δ持有人
4.59M持有股份
$237.92M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 +5.1% ·
净新建仓位 -3.1%
· 公式
集中增持：持股数量上升，持有人数量减少
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 | 6.65K | $393,715 | n/a | n/a |
| Q2 2026 | 32 | +1 | 4.38M | $246.36M | +3 | −2 |
| Q1 2026 | 32 | 0 | 4.68M | $215.88M | +4 | −4 |
| Q4 2025 | 32 | -1 | 4.59M | $237.92M | n/a | −1 |
| Q3 2025 | 4 | +1 | 558.59K | $29.54M | +1 | n/a |
| Q2 2025 | 2 | 0 | 5.59K | $269,810 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.48K | $223,034 | n/a | n/a |
| Q4 2024 | 1 | -1 | 5.48K | $246,999 | n/a | −1 |
| Q3 2024 | 2 | 0 | 69.86K | $3.06M | n/a | n/a |
| Q2 2024 | 2 | n/a | 68.43K | $2.90M | 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 | 956.67K | n/a | $49.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 700.70K | +30.2% | $36.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 431.15K | n/a | $22.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 378.46K | n/a | $19.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Baird Financial Group, Inc. | 246.39K | n/a | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 238.93K | n/a | $12.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 217.29K | n/a | $11.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 208.02K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 198.19K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 174.14K | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Truist Financial Corp | 173.43K | n/a | $9.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 170.16K | n/a | $8.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 101.13K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Citadel Advisors ✦ | 78.02K | +430.8% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 75.88K | n/a | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 73.02K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 50.33K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 38.76K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 34.18K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 9.63K | n/a | $499,550 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 8.80K | n/a | $456,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 4.98K | n/a | $258,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 4.83K | n/a | $250,360 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 4.24K | n/a | $233,245 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 4.25K | n/a | $220,339 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.39K | n/a | $71,991 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 1.22K | +2.7% | $63,304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 1.04K | n/a | $54,200 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 980 | n/a | $50,829 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Simplex Trading, Llc | 250 | n/a | $12,966 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 240 | n/a | $12,448 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 200 | n/a | $10,364 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| D. E. Shaw & Co. | $230,653 | 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): 170 持有人, 6.61M 股份, $291.70M 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