证券记录 · 已归档季度
TAXF
名称等待档案录入
25被追踪持有人
0Δ持有人
5.47M持有股份
$275.35M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 +1.5% · 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.19M | n/a | $110.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 1.39M | n/a | $70.02M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 649.18K | n/a | $32.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 422.32K | +16.7% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 214.16K | n/a | $10.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 147.81K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 100.53K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 63.53K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 53.80K | n/a | $2.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 41.20K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 37.03K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 34.90K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 30.35K | +228.4% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 21.94K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 14.16K | n/a | $713,230 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 11.24K | n/a | $566,277 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 10.48K | n/a | $528,175 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 10.21K | n/a | $514,200 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 6.90K | n/a | $347,521 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 5.80K | n/a | $292,325 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 4.41K | n/a | $222,176 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 975 | n/a | $49,121 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 52 | n/a | $2,620 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 1 | 0.0% | $31 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 0 | n/a | $22 | 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
| 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): 104 持有人, 9.42M 股份, $441.85M 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