证券记录 · 已归档季度
TRFK
名称等待档案录入
22被追踪持有人
0Δ持有人
2.27M持有股份
$145.36M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 0.0% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 13.32K | $1.33M | n/a | n/a |
| Q2 2026 | 25 | +2 | 3.68M | $390.37M | +4 | −2 |
| Q1 2026 | 24 | +2 | 2.66M | $165.28M | +4 | −2 |
| Q4 2025 | 22 | 0 | 2.27M | $145.36M | n/a | n/a |
| Q3 2025 | 2 | 0 | 637 | $42,625 | n/a | n/a |
| Q2 2025 | 1 | -1 | 37 | $2,186 | n/a | −1 |
| Q1 2025 | 1 | 0 | 5.25K | $233,350 | n/a | n/a |
| Q4 2024 | 1 | 0 | 7.73K | $390,722 | n/a | n/a |
| Q3 2024 | 1 | +1 | 28.96K | $1.36M | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 923.07K | n/a | $59.13M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 359.61K | n/a | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 163.22K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 136.52K | n/a | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 124.95K | n/a | $8.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 119.51K | n/a | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 72.00K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 68.92K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 59.78K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 53.57K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 45.37K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 44.65K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 37.21K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 22.51K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 13.80K | n/a | $884,028 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 13.07K | n/a | $838,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 5.29K | n/a | $339,070 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 4.39K | n/a | $281,416 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 600 | 0.0% | $38,436 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cwm, Llc | 475 | n/a | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Simplex Trading, Llc | 297 | n/a | $19,025 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 37 | 0.0% | $2,368 | 0.0% | Held | 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
| 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): 96 持有人, 4.00M 股份, $234.49M 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