证券记录 · 已归档季度
RQI
名称等待档案录入
37被追踪持有人
0Δ持有人
15.06M持有股份
$172.10M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 +0.1% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.17M | +0.3% | $59.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.56M | n/a | $29.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.32M | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 862.72K | n/a | $9.85M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 859.09K | n/a | $9.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 802.49K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 658.82K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Mariner, LLC | 480.82K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 378.66K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 316.57K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 303.96K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Cetera Investment Advisers | 170.48K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 158.68K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 115.04K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Lido Advisors, LLC | 97.33K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 88.28K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | First Trust Advisors Lp | 85.49K | n/a | $976,282 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 72.94K | n/a | $832,988 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Invesco Ltd. | 65.65K | n/a | $749,689 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 60.35K | n/a | $689,232 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 58.27K | n/a | $666,046 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 53.22K | n/a | $607,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 51.78K | n/a | $591,305 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 50.75K | n/a | $579,551 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 46.59K | n/a | $532,029 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 42.80K | n/a | $488,723 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 38.50K | n/a | $439,670 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 30.01K | n/a | $342,683 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Brown Advisory Inc | 17.66K | n/a | $201,643 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Cwm, Llc | 15.09K | n/a | $172,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Nomura Holdings Inc | 11.38K | n/a | $129,903 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 6.42K | n/a | $73,339 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 4.00K | n/a | $45,680 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.40K | n/a | $27,408 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | Assetmark, Inc | 1.23K | n/a | $14,012 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 925 | -64.3% | $10,567 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 2 | n/a | $23 | 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
| 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): 199 持有人, 24.59M 股份, $282.40M 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