证券记录 · 已归档季度
SUSL
名称等待档案录入
34被追踪持有人
-1Δ持有人
3.00M持有股份
$364.64M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 -2.9% ·
股份流向 -9.4% ·
净新建仓位 -2.9%
· 公式
广泛减持：持股数量下降，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 | 0 | 201.17K | $27.50M | n/a | n/a |
| Q2 2026 | 36 | +2 | 2.90M | $383.75M | +3 | −1 |
| Q1 2026 | 35 | +1 | 2.79M | $315.22M | +2 | −1 |
| Q4 2025 | 34 | -1 | 3.00M | $364.64M | n/a | −1 |
| Q3 2025 | 7 | -1 | 1.36M | $159.76M | +1 | −2 |
| Q2 2025 | 5 | +3 | 412.02K | $44.64M | +3 | n/a |
| Q1 2025 | 1 | 0 | 7.39K | $708,323 | n/a | n/a |
| Q4 2024 | 1 | -2 | 9.00K | $927,566 | n/a | −2 |
| Q3 2024 | 3 | +2 | 11.80K | $1.20M | +2 | n/a |
| Q2 2024 | 1 | n/a | 32.39K | $3.16M | 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 | Mercer Global Advisors Inc /Adv | 732.49K | n/a | $88.83M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 593.36K | +44.6% | $71.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 443.84K | -50.3% | $53.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Royal Bank Of Canada | 375.31K | n/a | $45.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 254.44K | n/a | $31.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Creative Planning | 202.52K | n/a | $24.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 90.64K | n/a | $10.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 55.79K | n/a | $6.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Corient Private Wealth LP | 38.22K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 29.68K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 26.05K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 24.77K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Northwestern Mutual Wealth… | 23.81K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 23.51K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 16.22K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 14.65K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 8.51K | -48.1% | $1.03M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Blair William & Co/Il | 8.06K | n/a | $977,409 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 7.70K | n/a | $933,144 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 4.60K | n/a | $557,582 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 3.88K | n/a | $470,909 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.39K | -2.0% | $411,336 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 2.88K | n/a | $349,281 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cerity Partners LLC | 2.85K | n/a | $345,003 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 2.77K | 0.0% | $336,029 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 2.69K | n/a | $325,929 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 2.51K | n/a | $304,863 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 2.23K | n/a | $270,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 2.18K | n/a | $264,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 1.63K | +1008.2% | $197,543 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 1.25K | n/a | $150,882 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.03K | n/a | $124,662 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 75 | n/a | $9,095 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 33 | n/a | $4,002 | 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
| Goldman Sachs Group | $4.60M | 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): 193 持有人, 5.37M 股份, $499.62M 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