证券记录 · 已归档季度
RZG
名称等待档案录入
22被追踪持有人
0Δ持有人
475.25K持有股份
$25.84M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 -0.2% · 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 | 23 | 0 | 380.22K | $27.60M | +3 | −3 |
| Q1 2026 | 24 | +2 | 495.84K | $28.20M | +2 | n/a |
| Q4 2025 | 22 | 0 | 475.25K | $25.84M | n/a | n/a |
| Q3 2025 | 4 | -1 | 97.83K | $5.33M | n/a | −1 |
| Q2 2025 | 3 | 0 | 42.30K | $2.14M | n/a | n/a |
| Q1 2025 | 2 | +1 | 42.26K | $1.98M | +1 | n/a |
| Q4 2024 | 1 | 0 | 20.01K | $991,072 | n/a | n/a |
| Q3 2024 | 1 | -1 | 12.44K | $640,527 | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.93K | $707,965 | 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 | Cwm, Llc | 135.91K | n/a | $7.39M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 106.12K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 58.35K | +1.7% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | AQR Capital Management ✦ | 37.21K | -5.3% | $2.02M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 24.02K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 23.89K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 22.24K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | IMC-Chicago, LLC | 19.85K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 9.92K | n/a | $539,647 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 6.74K | n/a | $366,432 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Envestnet Asset Management Inc | 6.27K | n/a | $341,060 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 5.12K | n/a | $278,249 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 4.33K | n/a | $236,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 3.83K | n/a | $208,226 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 3.60K | n/a | $195,551 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Fifth Third Bancorp | 3.07K | n/a | $166,947 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 2.80K | n/a | $152,373 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 555 | n/a | $30,181 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 551 | 0.0% | $29,989 | 0.0% | Held | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 530 | -14.0% | $28,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 341 | n/a | $18,544 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 8 | n/a | $436 | 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): 54 持有人, 795.30K 股份, $44.20M 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