证券记录 · 已归档季度
SIZE
名称等待档案录入
34被追踪持有人
0Δ持有人
1.52M持有股份
$244.77M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 -0.8% · 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 | Bank Of America Corp /De/ | 505.79K | n/a | $81.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (被动) | 371.68K | -2.9% | $60.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Lido Advisors, LLC | 109.91K | n/a | $17.67M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Rockefeller Capital Management L.P. | 74.37K | n/a | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 72.12K | n/a | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 67.21K | +31.0% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 61.97K | n/a | $10.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 46.42K | n/a | $7.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Pnc Financial Services Group, Inc. | 38.87K | n/a | $6.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 35.37K | n/a | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 27.52K | -21.4% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Jones Financial Companies Lllp | 26.81K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 17.00K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 9.69K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 8.95K | -49.6% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Mercer Global Advisors Inc /Adv | 6.78K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 5.49K | n/a | $886,696 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 5.46K | n/a | $881,298 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Raymond James Financial Inc | 5.05K | n/a | $816,554 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 2.92K | n/a | $471,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 2.39K | n/a | $385,506 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 2.21K | n/a | $356,530 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 2.15K | n/a | $347,376 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 1.91K | n/a | $307,805 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 1.90K | n/a | $306,821 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 1.46K | n/a | $236,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 1.37K | n/a | $221,351 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 1.19K | n/a | $191,945 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 1.06K | n/a | $159,548 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 278 | -0.7% | $44,984 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 200 | n/a | $32,314 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citigroup Inc | 97 | n/a | $15,672 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 65 | n/a | $10,502 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 4 | n/a | $646 | 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): 69 持有人, 1.97M 股份, $313.72M 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