证券记录 · 已归档季度
SMMV
名称等待档案录入
34被追踪持有人
+2Δ持有人
3.28M持有股份
$142.34M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -0.4% ·
净新建仓位 +5.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 35 | +2 | 2.94M | $135.30M | +2 | — |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | — |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | — | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | — |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | — | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | — |
| Q2 2024 | 1 | — | 28.60K | $1.07M | — | — |
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/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.26M | — | $54.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 437.13K | — | $18.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 402.80K | — | $17.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 259.11K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 171.77K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 164.99K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 79.97K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 68.39K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 68.39K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 68.23K | -51.7% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 64.36K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 64.36K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 63.21K | — | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 45.34K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 34.90K | 新增 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 22.41K | — | $970,939 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 22.41K | — | $970,939 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 18.88K | +52.3% | $818,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 18.81K | +248.6% | $815,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Corient Private Wealth LP | 18.09K | — | $783,668 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 18.09K | — | $783,668 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 15.10K | — | $654,254 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 12.26K | — | $531,218 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 12.26K | — | $531,218 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.18K | — | $527,605 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 10.47K | — | $453,485 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 8.65K | +0.1% | $374,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 8.65K | +0.1% | $374,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 5.65K | — | $244,943 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 5.65K | — | $244,943 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 5.49K | — | $237,883 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 5.36K | — | $230,745 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 5.12K | — | $222,059 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 3.74K | 新增 | $162,011 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.70K | +25.7% | $160,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.27K | — | $55,246 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cwm, Llc | 734 | — | $32,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 353 | — | $15,309 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 317 | — | $13,736 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 13 | — | $563 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 7 | — | $303 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $1.51M | 0.0% |
| BlackRock | $162,011 | 0.0% |
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): 120 持有人, 4.36M 股份, $186.30M 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
该证券的被追踪持有人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