证券记录 · 已归档季度
VOTE
名称等待档案录入
23被追踪持有人
0Δ持有人
2.44M持有股份
$195.64M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 -20.3% · 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 | Pnc Financial Services Group, Inc. | 1.09M | n/a | $87.61M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | JPMorgan Chase ✦ | 528.43K | -53.7% | $42.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 378.24K | -3.4% | $30.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 176.56K | n/a | $14.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 124.66K | +2.5% | $10.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Bank of New York Mellon Corp | 40.02K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 28.78K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 16.82K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 15.62K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 13.41K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 8.76K | n/a | $702,896 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 4.54K | n/a | $364,133 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | UBS Group AG | 4.17K | n/a | $334,531 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | AQR Capital Management ✦ | 3.89K | +50.3% | $312,228 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 700 | n/a | $56,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 597 | +94.5% | $47,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 500 | n/a | $40,080 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Russell Investments Group, Ltd. | 449 | n/a | $36,020 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 192 | n/a | $15,403 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 132 | n/a | $10,589 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 100 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 50 | n/a | $4,011 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 3 | n/a | $241 | 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): 109 持有人, 8.16M 股份, $434.18M 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