证券记录 · 已归档季度
TPYP
名称等待档案录入
27被追踪持有人
+1Δ持有人
7.12M持有股份
$251.40M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 +3.8% ·
股份流向 +4.5% ·
净新建仓位 +3.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 36 | +4 | 6.98M | $292.60M | +5 | −1 |
| Q1 2026 | 33 | +6 | 7.57M | $320.57M | +6 | — |
| Q4 2025 | 27 | +1 | 7.12M | $251.40M | +1 | — |
| Q3 2025 | 3 | 0 | 3.09M | $112.80M | — | — |
| Q2 2025 | 1 | — | 2.68K | $95,673 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.39M | +9.8% | $119.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.39M | +9.8% | $119.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.39M | +9.8% | $119.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.06M | — | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.06M | — | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.06M | — | $37.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 366.07K | — | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 366.07K | — | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 275.84K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 263.58K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 263.58K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cerity Partners LLC | 243.96K | — | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 229.53K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 212.64K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 212.64K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 212.64K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 199.18K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 187.56K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 117.55K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 117.55K | — | $4.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 110.11K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 96.93K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 96.93K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 75.22K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 74.97K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 63.73K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 63.73K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 47.62K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northern Trust Corp | 37.01K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 16.58K | — | $585,209 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 14.47K | — | $501,951 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 10.84K | — | $382,664 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 10.84K | — | $382,664 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 10.84K | — | $382,664 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 8.26K | — | $291,457 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 8.26K | — | $291,457 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 7.90K | — | $278,877 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 7.23K | — | $255,443 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 7.23K | — | $255,443 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 7.23K | — | $255,443 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 3.63K | 新增 | $127,976 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 3.18K | -5.1% | $112,354 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 500 | -72.7% | $17,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 500 | -72.7% | $17,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 500 | -72.7% | $17,647 | 0.0% | ▼ Trim | 2 | 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
| BlackRock | $127,976 | 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): 144 持有人, 15.54M 股份, $634.62M 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
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