证券记录 · 已归档季度
FXD
名称等待档案录入
39被追踪持有人
+1Δ持有人
2.16M持有股份
$147.77M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.6% ·
股份流向 -6.1% ·
净新建仓位 +2.6%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | 38 | +3 | 1.81M | $125.35M | +3 | n/a |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | n/a |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | n/a | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | n/a |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | n/a | n/a |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | n/a | n/a |
| Q2 2024 | 2 | n/a | 7.50K | $449,146 | 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 | Wells Fargo & Company/Mn | 502.24K | n/a | $34.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 427.45K | -19.1% | $29.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 236.20K | n/a | $16.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 171.60K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 132.79K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Stifel Financial Corp | 97.34K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 61.20K | -47.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Susquehanna International Group, Llp | 52.73K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 50.23K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Bnp Paribas Financial Markets | 50.00K | n/a | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 49.62K | -20.9% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 48.19K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.83K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 29.00K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 28.01K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 25.71K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 21.57K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 19.98K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 19.39K | 新增 | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 19.22K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.90K | n/a | $882,257 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 12.90K | +290.9% | $881,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 12.23K | n/a | $835,892 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 9.49K | n/a | $648,900 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 6.33K | n/a | $432,627 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Jones Financial Companies Lllp | 5.79K | n/a | $395,764 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 4.89K | n/a | $334,261 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $332,552 | 0.0% | Held | 7 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.11K | n/a | $290,920 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 4.03K | n/a | $275,727 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 3.70K | n/a | $252,979 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 1.12K | 0.0% | $76,711 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 33 | Fidelity (FMR) ✦ | 1.09K | -25.4% | $74,881 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Cwm, Llc | 980 | n/a | $67,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 550 | n/a | $37,598 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 312 | n/a | $21,331 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 219 | n/a | $14,973 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Citigroup Inc | 200 | n/a | $13,674 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 197 | n/a | $13,469 | 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
| Citadel Advisors | $1.33M | 0.0% |
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): 111 持有人, 2.29M 股份, $139.90M 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