证券记录
FPX
名称等待档案录入
43被追踪持有人
-4Δ持有人
2.85M持有股份
$587.20M报告持仓市值
+3新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -8.5% ·
股份流向 +11.6% ·
净新建仓位 -9.3%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 708.69K | +17.5% | $146.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 440.05K | +3.8% | $90.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 398.21K | +18.9% | $82.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 211.38K | +3.5% | $43.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 204.78K | +14.0% | $42.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 134.86K | +133.5% | $27.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 103.46K | -8.4% | $21.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 100.54K | +10.1% | $20.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 90.35K | +4.2% | $18.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 89.35K | +69.8% | $18.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 80.90K | -3.0% | $16.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 49.83K | -5.0% | $10.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 37.26K | -8.7% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 34.13K | -28.6% | $7.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 24.89K | -0.9% | $5.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 24.36K | +771.1% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mariner, LLC | 23.40K | -4.6% | $4.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 14.89K | -3.6% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 10.90K | +34.0% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 9.45K | +3.8% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 8.37K | +18.0% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 7.85K | 0.0% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Creative Planning | 7.06K | +3.9% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Focus Partners Wealth | 6.89K | +6.1% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 4.19K | +6.4% | $864,340 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 3.05K | +0.9% | $629,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 2.53K | 新增 | $521,635 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 2.44K | -0.4% | $502,009 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Kayne Anderson Rudnick Investment… | 2.05K | 0.0% | $422,680 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 1.96K | -2.5% | $404,412 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Cibc World Market Inc. | 1.93K | 0.0% | $398,546 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Financial Engines Advisors L.L.C. | 1.79K | 0.0% | $370,093 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 1.51K | -0.3% | $311,672 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 950 | 0.0% | $195,871 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Citigroup Inc | 837 | +10.1% | $172,573 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 711 | 0.0% | $146,594 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Assetmark, Inc | 573 | +39.8% | $118,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 533 | 0.0% | $109,894 | 0.0% | Held | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 449 | +31.3% | $90,550 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 350 | 0.0% | $72,163 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 225 | +13.1% | $46,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 150 | 新增 | $30,927 | 0.0% | New | 1 | SEC ↗ |
| 43 | Belvedere Trading LLC | 12 | 新增 | $2,474 | 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
| Jane Street Group, Llc | $521,635 | 0.0% |
| BlackRock | $30,927 | 0.0% |
| Belvedere Trading LLC | $2,474 | 0.0% |
已清仓
| Citadel Advisors | $2.71M | 曾为 0.0% |
| Two Sigma Investments | $2.11M | 曾为 0.0% |
| Goldman Sachs Group | $1.80M | 曾为 0.0% |
| Northern Trust Corp | $282,999 | 曾为 0.0% |
| Qube Research & Technologies… | $45,420 | 曾为 0.0% |
| Simplex Trading, Llc | $2,699 | 曾为 0.0% |
| Russell Investments Group… | $1,270 | 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): 209 持有人, 3.67M 股份, $561.14M 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: Q2 2026 ·
方法论 ·
通过API获取此数据