证券记录 · 已归档季度
FINX
名称等待档案录入
29被追踪持有人
-5Δ持有人
1.91M持有股份
$44.00M报告持仓市值
+2新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -14.7% ·
股份流向 -17.9% ·
净新建仓位 -17.2%
· 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 55 | $1,342 | n/a | n/a |
| Q2 2026 | 29 | 0 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | n/a | n/a |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | n/a | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | n/a | n/a |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | n/a | n/a |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | n/a | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | n/a |
| Q2 2024 | 2 | n/a | 35.17K | $884,933 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 409.02K | -41.9% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 402.32K | +50.6% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 330.18K | +196.1% | $7.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 165.17K | -44.6% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 134.49K | -5.2% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 98.73K | +12.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 74.33K | +120.6% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 59.68K | -63.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citigroup Inc | 32.63K | -5.8% | $753,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 28.45K | +18.2% | $633,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 27.23K | -17.3% | $629,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 26.02K | 新增 | $600,959 | 0.0% | New | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 22.79K | +114.5% | $526,426 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 18.27K | -7.7% | $422,107 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Wealthfront Advisers LLC | 17.71K | +11.0% | $409,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 15.69K | +10.2% | $362,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 14.01K | -83.6% | $323,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 12.78K | -29.5% | $295,315 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 6.18K | -44.9% | $142,798 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Rockefeller Capital Management L.P. | 4.34K | +0.4% | $100,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.82K | -2.2% | $40,585 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Us Bancorp \De\ | 1.72K | 0.0% | $39,617 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 680 | -43.1% | $15,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 614 | -38.8% | $14,173 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 459 | -71.1% | $10,539 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 289 | 0.0% | $6,676 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 288 | -29.6% | $6,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,257 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 5 | 新增 | $116 | 0.0% | New | 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
| Mercer Global Advisors Inc… | $600,959 | 0.0% |
| Assetmark, Inc | $116 | 0.0% |
已清仓
| Mirae Asset Global… | $2.65M | 曾为 0.0% |
| Envestnet Asset Management Inc | $2.58M | 曾为 0.0% |
| HighTower Advisors, LLC | $977,160 | 曾为 0.0% |
| Commonwealth Equity Services… | $318,900 | 曾为 0.0% |
| D. E. Shaw & Co. | $241,032 | 曾为 0.0% |
| Creative Planning | $225,522 | 曾为 0.0% |
| Simplex Trading, Llc | $3,178 | 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): 78 持有人, 2.54M 股份, $57.67M 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: Q1 2026 ·
方法论 ·
通过API获取此数据