证券记录 · 已归档季度
SMB
名称等待档案录入
28被追踪持有人
0Δ持有人
7.70M持有股份
$134.04M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 -3.5% · 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/ | 2.08M | n/a | $36.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 940.42K | n/a | $16.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 722.06K | +50.0% | $12.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 635.32K | n/a | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 553.95K | n/a | $9.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 548.62K | -48.5% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 417.57K | n/a | $7.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Stifel Financial Corp | 346.83K | n/a | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Sei Investments Co | 301.34K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 292.16K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 238.10K | n/a | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 163.03K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Mml Investors Services, Llc | 123.87K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 63.55K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 54.35K | n/a | $946,285 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 50.79K | n/a | $884,265 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 43.44K | n/a | $756,238 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 21.94K | n/a | $381,920 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 20.28K | n/a | $352,220 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.95K | n/a | $329,926 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 14.08K | n/a | $245,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Truist Financial Corp | 13.85K | n/a | $241,145 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 10.55K | n/a | $184,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 10.46K | n/a | $182,202 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 8.58K | n/a | $149,447 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 6.63K | -26.3% | $115,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 686 | n/a | $11,943 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 253 | n/a | $4,405 | 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): 100 持有人, 12.06M 股份, $204.77M 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