证券记录 · 已归档季度
RTH
名称等待档案录入
29被追踪持有人
-1Δ持有人
240.93K持有股份
$60.11M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 -3.3% ·
股份流向 -16.7% ·
净新建仓位 -3.4%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -3 | 225.78K | $57.74M | +1 | −4 |
| Q1 2026 | 32 | +3 | 256.35K | $64.31M | +4 | −1 |
| Q4 2025 | 29 | -1 | 240.93K | $60.11M | — | −1 |
| Q3 2025 | 5 | +1 | 62.32K | $15.64M | +1 | — |
| Q2 2025 | 1 | -1 | 1.06K | $252,333 | — | −1 |
| Q1 2025 | 1 | 0 | 5.53K | $1.25M | — | — |
| Q4 2024 | 1 | 0 | 1.84K | $412,098 | — | — |
| Q3 2024 | 1 | 0 | 36.98K | $8.07M | — | — |
| Q2 2024 | 1 | — | 31.82K | $6.55M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 90.10K | — | $22.48M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 56.03K | — | $13.98M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 56.03K | — | $13.98M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 56.03K | — | $13.98M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 21.03K | — | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 16.73K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 8.70K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 6.21K | -24.3% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.70K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 5.68K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 5.20K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.02K | -1.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.02K | -1.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.02K | -1.3% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 3.89K | — | $969,557 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 2.38K | — | $594,677 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 2.32K | -66.3% | $578,843 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.99K | — | $497,256 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.99K | — | $497,256 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 1.96K | — | $489,022 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.82K | — | $455,090 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.54K | -7.2% | $383,663 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.54K | -7.2% | $383,663 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.49K | — | $372,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.49K | — | $372,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 1.45K | — | $362,275 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.17K | — | $292,037 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 967 | — | $241,268 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 262 | — | $65,369 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 100 | — | $24,950 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 94 | — | $23,453 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 25 | — | $6,281 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 24 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 23 | — | $5,739 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 14 | — | $3,493 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 1 | — | $229 | 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
| JPMorgan Chase | $10.41M | 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): 75 持有人, 340.48K 股份, $85.76M 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