证券记录 · 已归档季度
VTWG
名称等待档案录入
48被追踪持有人
+1Δ持有人
1.39M持有股份
$328.60M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.1% ·
股份流向 +7.3% ·
净新建仓位 +2.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | Bank Of America Corp /De/ | 313.60K | — | $74.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 219.85K | +80.5% | $51.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Assetmark, Inc | 114.36K | — | $26.99M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 102.63K | — | $24.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 65.31K | — | $15.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 65.16K | — | $15.38M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 63.93K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 42.32K | — | $9.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 42.29K | — | $9.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Rockefeller Capital Management L.P. | 40.44K | — | $9.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 37.52K | — | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 32.94K | — | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 30.18K | — | $7.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 27.92K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Brown Advisory Inc | 21.25K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 20.30K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 18.86K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 17.89K | — | $4.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Creative Planning | 13.25K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 11.73K | -57.3% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | AQR Capital Management ✦ | 9.73K | 新增 | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 9.30K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citadel Advisors ✦ | 8.43K | +123.6% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 8.03K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 7.89K | -22.0% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 6.56K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 6.18K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 4.51K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 4.06K | — | $958,618 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 3.71K | — | $876,703 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 3.20K | — | $754,878 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 3.00K | 0.0% | $707,970 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 2.03K | — | $479,694 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 1.58K | — | $390,639 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.56K | — | $367,773 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 1.42K | — | $334,227 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Quantinno Capital Management LP | 1.30K | — | $306,787 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Lido Advisors, LLC | 1.30K | — | $303,181 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 1.08K | — | $255,435 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Jane Street Group, Llc | 1.06K | — | $249,677 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 1.05K | — | $248,969 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Fidelity (FMR) ✦ | 1.05K | +13.0% | $248,656 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Belvedere Trading LLC | 742 | — | $175,105 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 654 | — | $154,430 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 541 | — | $127,671 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 267 | — | $63,007 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 200 | — | $47,198 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 135 | — | $31,859 | 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
| AQR Capital Management | $2.30M | 0.0% |
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): 202 持有人, 2.80M 股份, $638.61M 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