证券记录 · 已归档季度
SPEU
名称等待档案录入
31被追踪持有人
+1Δ持有人
5.14M持有股份
$268.00M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 -1.0% ·
净新建仓位 +3.2%
· 公式
持有人分散化：持有人数增多，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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 2.43M | n/a | $126.85M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 887.17K | -0.4% | $46.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Osaic Holdings, Inc. | 603.70K | n/a | $31.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 363.73K | n/a | $18.96M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 291.32K | n/a | $15.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 103.42K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Charles Schwab Investment… | 68.00K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 64.46K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 63.95K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 48.19K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 37.13K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 32.35K | +20.2% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 30.80K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Citadel Advisors ✦ | 25.54K | -71.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 16.78K | n/a | $874,585 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 9.35K | n/a | $487,564 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 8.69K | n/a | $453,230 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Captrust Financial Advisors | 7.09K | n/a | $369,862 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 7.05K | +172.4% | $367,569 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 6.70K | n/a | $349,271 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 6.55K | +33.4% | $341,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 5.05K | 新增 | $263,498 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.05K | n/a | $263,113 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 4.55K | n/a | $237,467 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 4.36K | n/a | $227,078 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 4.28K | n/a | $222,914 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | National Bank Of Canada /Fi/ | 1.10K | n/a | $57,310 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 560 | n/a | $29,193 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 527 | n/a | $27,473 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 168 | n/a | $8,769 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 102 | n/a | $5,312 | 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
| Fisher Asset Management | $263,498 | 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): 99 持有人, 5.81M 股份, $266.79M 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