证券记录 · 已归档季度
STOT
名称等待档案录入
19被追踪持有人
-1Δ持有人
1.88M持有股份
$88.80M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.0% ·
股份流向 +7.9% ·
净新建仓位 -5.3%
· 公式
集中增持：持股数量上升，持有人数量减少
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 | +1 | 8.07K | $372,926 | +1 | −1 |
| Q2 2026 | 18 | -1 | 4.08M | $191.97M | +3 | −5 |
| Q1 2026 | 21 | +2 | 3.06M | $144.35M | +4 | −2 |
| Q4 2025 | 19 | -1 | 1.88M | $88.80M | n/a | −1 |
| Q3 2025 | 2 | 0 | 267.93K | $12.70M | n/a | n/a |
| Q2 2025 | 1 | +1 | 7.17K | $339,689 | +1 | n/a |
| Q4 2024 | 1 | 0 | 15.75K | $738,139 | n/a | n/a |
| Q3 2024 | 1 | 0 | 25.98K | $1.23M | n/a | n/a |
| Q2 2024 | 1 | n/a | 8.65K | $405,206 | 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 | Raymond James Financial Inc | 593.14K | n/a | $28.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 514.73K | n/a | $24.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 405.82K | +198.7% | $19.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 105.20K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 82.26K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Assetmark, Inc | 56.20K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 30.33K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Captrust Financial Advisors | 21.79K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 16.57K | n/a | $783,218 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 16.41K | n/a | $775,648 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 13.68K | n/a | $646,696 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 7.62K | n/a | $360,321 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 6.25K | n/a | $295,375 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 4.27K | n/a | $202,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citigroup Inc | 2.99K | n/a | $141,509 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 556 | n/a | $26,264 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 300 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 87 | n/a | $4,113 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $13 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $6.26M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 67 持有人, 5.40M 股份, $252.73M 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