证券记录 · 已归档季度
VGM
名称等待档案录入
26被追踪持有人
0Δ持有人
5.61M持有股份
$58.19M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 +1.8% · 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 | LPL Financial LLC | 855.46K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 644.71K | +18.3% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 599.55K | n/a | $6.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 568.69K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 475.20K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 432.70K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 371.02K | n/a | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 344.31K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 245.21K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Raymond James Financial Inc | 171.78K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 159.68K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Allspring Global Investments… | 140.28K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 128.18K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 92.79K | n/a | $962,191 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 84.82K | n/a | $879,594 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 61.48K | n/a | $637,596 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 51.27K | n/a | $531,618 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 41.45K | n/a | $429,821 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 40.82K | n/a | $423,260 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 35.60K | n/a | $369,172 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 26.34K | n/a | $273,136 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Nuveen, LLC | 18.69K | n/a | $193,857 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | First Trust Advisors Lp | 18.04K | n/a | $187,084 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 2.04K | n/a | $21,165 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 809 | n/a | $8,389 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 200 | n/a | $2,000 | 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): 108 持有人, 11.82M 股份, $105.72M 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