证券记录 · 已归档季度
DMXF
名称等待档案录入
43被追踪持有人
+6Δ持有人
3.91M持有股份
$294.34M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +16.2% ·
股份流向 +30.0% ·
净新建仓位 +14.0%
— 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 Q1 2026
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 | 42 | 0 | 3.85M | $325.37M | +2 | −2 |
| Q1 2026 | 43 | +6 | 3.91M | $294.34M | +7 | −1 |
| Q4 2025 | 37 | -2 | 2.07M | $155.89M | — | −2 |
| Q3 2025 | 6 | +2 | 1.19M | $90.31M | +2 | — |
| Q2 2025 | 2 | -1 | 895.82K | $66.68M | — | −1 |
| Q1 2025 | 1 | +1 | 94.33K | $6.35M | +1 | — |
| Q3 2024 | 1 | +1 | 62.50K | $4.50M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.11M | +7839.2% | $83.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 840.98K | -0.5% | $63.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Sei Investments Co | 373.98K | +4.6% | $28.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 359.46K | +322.7% | $27.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 141.88K | +165.8% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 111.10K | +177.2% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 63.56K | +1.8% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 55.83K | +414.7% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 55.67K | +14.7% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 55.48K | 新增 | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 54.09K | -2.4% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 43.72K | 0.0% | $3.35M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 43.33K | +6.5% | $3.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Corient Private Wealth LP | 33.05K | -48.4% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 29.40K | +1343.9% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 22.12K | -3.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 21.98K | -7.6% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 21.98K | -7.6% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 21.23K | +4.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 20.11K | +1.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 18.18K | +110.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 16.63K | -2.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 16.07K | 新增 | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 15.14K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 15.14K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 13.94K | +53.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Lazard Asset Management Llc | 13.21K | 0.0% | $996,619 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 12.86K | +102.2% | $970,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 12.86K | +102.2% | $970,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 9.82K | +55.2% | $741,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mariner, LLC | 9.82K | +55.2% | $741,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 9.09K | +31.4% | $685,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 9.09K | +31.4% | $685,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Brown Advisory Inc | 4.00K | 新增 | $301,800 | 0.0% | New | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 2.97K | 0.0% | $224,313 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 2.14K | +490.1% | $155,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.00K | +1.9% | $151,051 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.68K | -94.9% | $126,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 1.10K | +0.1% | $82,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 827 | 新增 | $62,397 | 0.0% | New | 1 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 679 | 0.0% | $51,115 | 0.0% | Held | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 664 | +0.6% | $50,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 340 | 新增 | $25,653 | 0.0% | New | 1 | SEC ↗ |
| 58 | Toronto Dominion Bank | 32 | 新增 | $2,414 | 0.0% | New | 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
| Goldman Sachs Group | $4.19M | 0.0% |
| Lido Advisors, LLC | $1.21M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Brown Advisory Inc | $301,800 | 0.0% |
| Fifth Third Bancorp | $62,397 | 0.0% |
| Pnc Financial Services Group… | $25,653 | 0.0% |
| Toronto Dominion Bank | $2,414 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $254,993 | 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): 243 持有人, 7.68M 股份, $557.72M 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: Q1 2026 ·
方法论 ·
通过API获取此数据