证券记录 · 已归档季度
SPGM
名称等待档案录入
38被追踪持有人
+1Δ持有人
4.87M持有股份
$373.64M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 +2.7% ·
股份流向 +2.4% ·
净新建仓位 +2.6%
· 公式
广泛增持:持股数量上升,持有人数量增加
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 | LPL Financial LLC | 2.19M | n/a | $168.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 690.82K | n/a | $52.99M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 269.98K | n/a | $20.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Goldman Sachs Group ✦ | 248.67K | +251.1% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 208.26K | n/a | $15.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 183.81K | n/a | $14.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 165.00K | -0.2% | $12.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 146.86K | n/a | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 103.50K | n/a | $7.94M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 91.42K | -52.5% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 87.77K | 新增 | $6.73M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Jane Street Group, Llc | 76.13K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 60.12K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 55.48K | n/a | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 49.39K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 39.83K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cwm, Llc | 34.20K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 23.46K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 23.00K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 19.32K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 19.10K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 18.09K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 13.89K | -78.0% | $1.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 8.40K | n/a | $644,690 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 7.43K | n/a | $570,108 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 7.27K | n/a | $557,912 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 5.10K | n/a | $391,374 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Quantinno Capital Management LP | 4.88K | n/a | $374,042 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 4.00K | n/a | $306,943 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 3.68K | n/a | $282,385 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.21K | +28.2% | $169,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 1.42K | n/a | $109,005 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 963 | n/a | $73,916 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 674 | n/a | $51,703 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 214 | n/a | $16,394 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Assetmark, Inc | 129 | n/a | $9,896 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 119 | n/a | $9,128 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 20 | n/a | $1,534 | 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
| BlackRock | $6.73M | 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): 168 持有人, 10.50M 股份, $717.29M 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