证券记录 · 已归档季度
VLU
名称等待档案录入
27被追踪持有人
-1Δ持有人
1.16M持有股份
$243.81M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 -3.2% ·
净新建仓位 -3.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 406.59K | n/a | $85.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 158.20K | n/a | $33.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 124.50K | n/a | $26.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 119.87K | n/a | $25.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 91.54K | n/a | $19.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 66.98K | n/a | $14.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 38.43K | +6.9% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 28.94K | -50.2% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 21.70K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 20.53K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 16.74K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 15.77K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 15.45K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Creative Planning | 11.08K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 7.47K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 4.22K | n/a | $889,948 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 2.18K | n/a | $472,432 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Brown Advisory Inc | 1.81K | n/a | $381,466 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1.78K | n/a | $374,657 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 1.31K | n/a | $276,782 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 927 | -38.6% | $195,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 776 | n/a | $163,356 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 296 | 0.0% | $62,349 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 193 | n/a | $40,573 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 51 | n/a | $10,743 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 36 | n/a | $7,583 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 6 | n/a | $1,262 | 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
| Citadel Advisors | $2.36M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 103 持有人, 1.99M 股份, $394.54M 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