证券记录 · 已归档季度
FPXI
名称等待档案录入
24被追踪持有人
0Δ持有人
1.18M持有股份
$69.55M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.2% · 净新建仓位 0.0% · 公式
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 | LPL Financial LLC | 440.65K | n/a | $26.06M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 204.28K | -0.9% | $12.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 141.71K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Susquehanna International Group, Llp | 93.68K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 45.60K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 36.54K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 31.39K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 25.36K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 25.21K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 24.23K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 23.40K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 18.10K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 18.09K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 11.52K | n/a | $681,286 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Us Bancorp \De\ | 10.65K | n/a | $630,145 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 10.54K | n/a | $623,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 6.24K | n/a | $369,248 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Creative Planning | 3.97K | n/a | $234,850 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 3.45K | n/a | $203,856 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 950 | n/a | $56,183 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 315 | n/a | $18,629 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 91 | n/a | $5,382 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 81 | -12.0% | $4,810 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1 | -50.0% | $97 | 0.0% | ▼ Trim | 2 | 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
| 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): 75 持有人, 1.67M 股份, $97.61M 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
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