证券记录 · 已归档季度
SSO
名称等待档案录入
38被追踪持有人
+1Δ持有人
5.34M持有股份
$313.53M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 +1.4% ·
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 31.11K | $2.22M | n/a | n/a |
| Q2 2026 | 32 | -2 | 2.13M | $142.86M | +4 | −7 |
| Q1 2026 | 36 | -2 | 1.67M | $86.48M | +6 | −8 |
| Q4 2025 | 38 | +1 | 5.34M | $313.53M | +1 | n/a |
| Q3 2025 | 4 | -1 | 135.75K | $15.22M | n/a | −1 |
| Q2 2025 | 3 | +1 | 111.44K | $10.89M | +1 | n/a |
| Q1 2025 | 1 | 0 | 54.71K | $4.53M | n/a | n/a |
| Q4 2024 | 1 | 0 | 137.83K | $12.75M | n/a | n/a |
| Q3 2024 | 1 | -1 | 194.06K | $17.50M | n/a | −1 |
| Q2 2024 | 2 | n/a | 423.43K | $34.98M | 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 | Assetmark, Inc | 3.46M | n/a | $200.65M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 396.31K | n/a | $22.95M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 342.98K | n/a | $19.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Lido Advisors, LLC | 77.19K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 129.27K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 108.54K | -48.5% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 92.42K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 67.86K | n/a | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 66.78K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 64.66K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 54.33K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 53.80K | +3.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 46.60K | 新增 | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 45.41K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 44.57K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 40.00K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 32.17K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wealth Enhancement Advisory… | 28.95K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 27.96K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Corient Private Wealth LP | 26.80K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 26.62K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 23.13K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 19.61K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 11.07K | n/a | $641,116 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Tudor Investment Corp Et Al | 9.99K | n/a | $578,852 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 9.22K | n/a | $534,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Susquehanna International Group, Llp | 7.56K | n/a | $437,817 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 7.22K | n/a | $418,209 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 5.85K | n/a | $338,890 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 5.79K | n/a | $335,059 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 4.81K | n/a | $278,832 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 2.26K | n/a | $130,899 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 84 | n/a | $4,865 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 30 | n/a | $1,764 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 18 | -95.7% | $1,090 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citigroup Inc | 3 | n/a | $174 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2 | n/a | $97 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 1 | -100.0% | $41 | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $2.70M | 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): 214 持有人, 10.18M 股份, $513.89M 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