证券记录 · 已归档季度
VPLS
名称等待档案录入
18被追踪持有人
-1Δ持有人
2.56M持有股份
$199.98M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 -5.3% ·
股份流向 -0.9% ·
净新建仓位 -5.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | -1 | 4.86M | $376.99M | — | −1 |
| Q1 2026 | 22 | +3 | 3.61M | $279.89M | +5 | −2 |
| Q4 2025 | 18 | -1 | 2.56M | $199.98M | — | −1 |
| Q3 2025 | 3 | +1 | 30.81K | $2.42M | +1 | — |
| Q2 2025 | 1 | -1 | 4.00K | $311,199 | — | −1 |
| Q1 2025 | 2 | 0 | 11.60K | $899,851 | — | — |
| Q4 2024 | 2 | +2 | 7.35K | $558,513 | +2 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.19M | — | $92.74M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 658.50K | — | $51.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 205.28K | — | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 205.28K | — | $16.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 128.15K | — | $10.01M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 98.36K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 60.58K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 60.58K | — | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 58.42K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 45.71K | — | $3.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 33.77K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cerity Partners LLC | 28.24K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 21.82K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 16.98K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 16.98K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 6.80K | 0.0% | $531,182 | 0.0% | Held | 5 | SEC ↗ |
| 19 | Creative Planning | 3.63K | — | $283,801 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 3.52K | — | $274,881 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 2.92K | — | $227,778 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 2.92K | — | $227,778 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 41 | +2.5% | $3,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 41 | +2.5% | $3,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 38 | — | $2,986 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 38 | — | $2,986 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $1.89M | 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): 145 持有人, 8.81M 股份, $652.71M 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