证券记录 · 已归档季度
SMMU
名称等待档案录入
31被追踪持有人
0Δ持有人
10.13M持有股份
$511.16M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 -15.0% · 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 459.85K | $22.75M | n/a | −1 |
| Q2 2026 | 30 | -1 | 10.63M | $536.73M | +1 | −3 |
| Q1 2026 | 33 | +2 | 10.57M | $533.29M | +4 | −2 |
| Q4 2025 | 31 | 0 | 10.13M | $511.16M | n/a | n/a |
| Q3 2025 | 3 | +1 | 5.60M | $283.10M | +1 | n/a |
| Q1 2025 | 1 | 0 | 6.06K | $303,271 | n/a | n/a |
| Q4 2024 | 1 | 0 | 6.06K | $302,180 | n/a | n/a |
| Q3 2024 | 1 | 0 | 6.06K | $306,182 | +1 | −1 |
| Q2 2024 | 1 | n/a | 14.57K | $726,556 | 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 | Morgan Stanley ✦ | 2.92M | -20.2% | $147.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.09M | n/a | $55.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Captrust Financial Advisors | 1.05M | n/a | $52.84M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 827.42K | -56.9% | $41.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 724.39K | n/a | $36.62M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 711.16K | n/a | $35.86M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 695.62K | n/a | $35.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 504.53K | n/a | $25.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 316.93K | n/a | $15.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 299.62K | n/a | $15.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Wells Fargo & Company/Mn | 264.97K | n/a | $13.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 150.02K | n/a | $7.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 93.78K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 65.15K | +254.9% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 65.04K | n/a | $3.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 56.01K | n/a | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 54.10K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 41.91K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 32.14K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 30.03K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 27.91K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 27.15K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 21.45K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Jane Street Group, Llc | 20.44K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 19.50K | n/a | $983,637 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 12.91K | n/a | $651,152 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 8.04K | n/a | $405,356 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Blair William & Co/Il | 810 | n/a | $40,848 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 514 | n/a | $25,921 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Allianz Asset Management GmbH | 271 | n/a | $13,667 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Us Bancorp \De\ | 110 | n/a | $5,547 | 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): 194 持有人, 16.94M 股份, $844.55M 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