证券记录 · 已归档季度
EWX
名称等待档案录入
40被追踪持有人
-1Δ持有人
4.78M持有股份
$314.09M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 -2.4% ·
股份流向 -0.1% ·
净新建仓位 -2.5%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 40 | +1 | 4.29M | $318.76M | +2 | −1 |
| Q1 2026 | 40 | 0 | 4.83M | $319.13M | +1 | −1 |
| Q4 2025 | 40 | -1 | 4.78M | $314.09M | n/a | −1 |
| Q3 2025 | 6 | +2 | 362.10K | $24.37M | +2 | n/a |
| Q2 2025 | 2 | 0 | 12.89K | $799,707 | n/a | n/a |
| Q1 2025 | 1 | 0 | 31.08K | $1.76M | n/a | n/a |
| Q4 2024 | 1 | 0 | 195.71K | $11.47M | n/a | n/a |
| Q3 2024 | 1 | 0 | 86.14K | $5.37M | n/a | n/a |
| Q2 2024 | 1 | n/a | 43.84K | $2.54M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1.85M | n/a | $121.43M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 725.61K | n/a | $47.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Assetmark, Inc | 449.64K | n/a | $29.52M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Mariner, LLC | 306.11K | n/a | $20.10M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 281.31K | +3.9% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 226.28K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 201.17K | n/a | $13.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Victory Capital Management Inc | 164.77K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 106.42K | n/a | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 55.35K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 50.63K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 48.54K | +751.7% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 43.34K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 40.03K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 30.20K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 28.29K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 24.18K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 20.98K | -49.6% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 19.93K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Raymond James Financial Inc | 17.72K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 16.58K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Corient Private Wealth LP | 13.13K | n/a | $862,234 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mercer Global Advisors Inc /Adv | 11.47K | n/a | $753,060 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Focus Partners Wealth | 6.65K | n/a | $436,384 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 5.66K | n/a | $371,256 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 5.18K | n/a | $340,071 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 5.16K | n/a | $338,690 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Wealthfront Advisers LLC | 4.70K | n/a | $308,322 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cibc World Market Inc. | 4.57K | n/a | $300,066 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Empower Advisory Group, LLC | 4.12K | n/a | $270,504 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 3.86K | n/a | $253,302 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 3.10K | n/a | $203,205 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | AQR Capital Management ✦ | 3.07K | -47.0% | $201,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Cwm, Llc | 2.33K | n/a | $153,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.22K | +27.2% | $80,068 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Blair William & Co/Il | 1.22K | n/a | $79,772 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 999 | n/a | $65,591 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | National Bank Of Canada /Fi/ | 640 | n/a | $41,901 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 173 | n/a | $11,358 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 82 | n/a | $5,384 | 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
| Citadel Advisors | $2.50M | 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): 187 持有人, 7.45M 股份, $493.24M 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