证券记录 · 已归档季度
SPIP
名称等待档案录入
42被追踪持有人
0Δ持有人
16.01M持有股份
$415.47M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 -0.3% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | -1 | 11.95M | $306.85M | +1 | −2 |
| Q1 2026 | 45 | +3 | 16.46M | $428.05M | +4 | −1 |
| Q4 2025 | 42 | 0 | 16.01M | $415.47M | — | — |
| Q3 2025 | 6 | 0 | 4.79M | $126.02M | — | — |
| Q2 2025 | 3 | 0 | 4.10M | $106.91M | — | — |
| Q1 2025 | 2 | 0 | 1.79M | $47.27M | — | — |
| Q4 2024 | 2 | 0 | 1.88M | $47.63M | — | — |
| Q3 2024 | 1 | 0 | 103.45K | $2.72M | — | — |
| Q2 2024 | 1 | — | 34.74K | $883,218 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 4.09M | — | $106.01M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 3.74M | -0.9% | $97.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Charles Schwab Investment… | 3.02M | — | $78.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cerity Partners LLC | 836.12K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cerity Partners LLC | 836.12K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 814.49K | — | $21.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 719.08K | — | $18.66M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 543.86K | -3.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 414.41K | — | $10.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 349.34K | +39.9% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 333.01K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 333.01K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 172.55K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 165.44K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 126.96K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 111.36K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 111.36K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 89.29K | — | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 71.30K | +40.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 71.30K | +40.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 48.36K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 45.57K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 43.76K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 41.61K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 37.99K | — | $995,378 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 31.89K | -78.5% | $827,571 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 39 | Lido Advisors, LLC | 31.00K | — | $815,712 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Creative Planning | 21.83K | — | $566,578 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northern Trust Corp | 21.47K | — | $557,172 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS Group AG | 19.93K | — | $517,105 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS Group AG | 19.93K | — | $517,105 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 19.51K | — | $506,332 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 17.69K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 14.28K | — | $371,193 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 8.15K | — | $211,400 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 4.04K | — | $104,968 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 3.07K | — | $79,641 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.61K | — | $67,658 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.61K | — | $67,658 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 2.11K | — | $54,832 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 2.05K | +95.0% | $53,214 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 1.92K | — | $49,746 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.47K | — | $38,095 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 242 | — | $6,280 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 118 | — | $3,062 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 93 | — | $2,413 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 23 | — | $597 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 17 | — | $441 | 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
| 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): 207 持有人, 25.41M 股份, $653.66M 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