证券记录 · 已归档季度
TSI
名称等待档案录入
20被追踪持有人
0Δ持有人
5.70M持有股份
$28.17M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 +1.1% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 0 | 7.28M | $32.84M | +1 | −1 |
| Q1 2026 | 26 | +6 | 7.15M | $32.11M | +7 | −1 |
| Q4 2025 | 20 | 0 | 5.70M | $28.17M | — | — |
| Q3 2025 | 2 | -1 | 1.25M | $6.15M | — | −1 |
| Q2 2025 | 1 | 0 | 16.28K | $79,456 | — | — |
| Q1 2025 | 1 | 0 | 31.12K | $151,263 | — | — |
| Q4 2024 | 1 | 0 | 15.96K | $76,744 | — | — |
| Q3 2024 | 1 | +1 | 16.69K | $85,630 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.47M | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.31M | +5.0% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.31M | +5.0% | $6.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 986.99K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 986.99K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 812.50K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | National Bank Of Canada /Fi/ | 360.74K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 211.76K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 211.76K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 211.76K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 164.79K | — | $814,068 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 164.79K | — | $814,068 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 95.53K | — | $471,935 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 64.95K | — | $320,868 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 49.81K | — | $246,062 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 33.87K | — | $167,306 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 32.89K | — | $162,456 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 26.09K | — | $128,904 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 25.37K | — | $125,339 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 25.37K | — | $125,339 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 23.34K | — | $115,281 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 17.19K | — | $84,919 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 9.63K | — | $47,557 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 4.36K | — | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 273 | — | $1,349 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 0 | — | $4 | 0.0% | Held | 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
| 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): 69 持有人, 39.15M 股份, $90.68M 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