证券记录 · 已归档季度
RTM
名称等待档案录入
21被追踪持有人
-1Δ持有人
896.05K持有股份
$30.52M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 -4.5% ·
股份流向 -3.5% ·
净新建仓位 -4.8%
· 公式
广泛减持：持股数量下降，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 1.01M | $38.88M | +1 | −2 |
| Q1 2026 | 22 | +1 | 1.04M | $40.08M | +3 | −2 |
| Q4 2025 | 21 | -1 | 896.05K | $30.52M | n/a | −1 |
| Q3 2025 | 5 | 0 | 153.79K | $5.04M | n/a | n/a |
| Q2 2025 | 2 | -1 | 23.99K | $777,488 | n/a | −1 |
| Q1 2025 | 2 | +1 | 51.19K | $1.62M | +1 | n/a |
| Q4 2024 | 1 | +1 | 20.89K | $680,224 | +1 | n/a |
| Q2 2024 | 1 | n/a | 8.67K | $298,959 | 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 | Bank Of America Corp /De/ | 248.68K | n/a | $8.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 197.82K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 107.72K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 99.51K | n/a | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 70.76K | +0.5% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 44.46K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Goldman Sachs Group ✦ | 40.22K | -13.8% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 24.12K | n/a | $822,629 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 15.79K | n/a | $538,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 11.96K | n/a | $407,636 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 9.19K | n/a | $313,291 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 8.55K | -50.0% | $291,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 8.45K | n/a | $277,163 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 2.01K | n/a | $68,578 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 1.98K | +8.3% | $67,407 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Blair William & Co/Il | 1.51K | n/a | $51,456 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 1.45K | n/a | $49,479 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 762 | n/a | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 505 | n/a | $17,209 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 500 | n/a | $17,038 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 83 | n/a | $2,828 | 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
| Citadel Advisors | $580,559 | 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): 69 持有人, 1.81M 股份, $69.13M 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