证券记录 · 已归档季度
VTES
名称等待档案录入
33被追踪持有人
0Δ持有人
3.28M持有股份
$333.67M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 +2.6% · 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 | 35 | 0 | 3.50M | $354.24M | +3 | −3 |
| Q1 2026 | 36 | +3 | 3.35M | $338.60M | +4 | −1 |
| Q4 2025 | 33 | 0 | 3.28M | $333.67M | — | — |
| Q3 2025 | 4 | 0 | 42.73K | $4.36M | — | — |
| Q2 2025 | 1 | +1 | 11.12K | $1.12M | +1 | — |
| Q2 2024 | 1 | — | 2.08K | $207,845 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.31M | — | $133.42M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 313.11K | — | $31.80M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 279.03K | — | $28.34M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 273.62K | — | $27.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 140.19K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 140.19K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 116.24K | — | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 97.87K | — | $9.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 87.64K | — | $8.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 81.23K | — | $8.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 77.58K | +222.2% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 70.42K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 67.35K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 67.35K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 52.13K | — | $5.30M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 39.44K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 39.44K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 39.37K | — | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 33.34K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 29.88K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 29.88K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 26.93K | +2219.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 26.93K | +2219.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 23.20K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 21.08K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 18.40K | +12.0% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Brown Advisory Inc | 16.15K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Blair William & Co/Il | 10.85K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 8.97K | — | $911,275 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 7.51K | — | $762,752 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 6.57K | — | $667,316 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 6.45K | — | $655,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 5.87K | — | $596,652 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 5.51K | — | $560,114 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mariner, LLC | 5.49K | — | $557,241 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 5.49K | — | $557,241 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 4.36K | — | $443,042 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 3.91K | — | $397,057 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.52K | +43.9% | $154,597 | 0.0% | ▲ Add | 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): 276 持有人, 8.00M 股份, $802.85M 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