证券记录 · 已归档季度
FXR
名称等待档案录入
38被追踪持有人
-1Δ持有人
4.23M持有股份
$385.52M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 -0.2% ·
净新建仓位 -2.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 4.23M | $385.52M | +3 | −4 |
| Q1 2026 | 40 | +1 | 4.24M | $346.31M | +4 | −3 |
| Q4 2025 | 39 | 0 | 5.36M | $428.14M | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.50M | $117.20M | — | −1 |
| Q2 2025 | 3 | 0 | 45.48K | $3.38M | — | — |
| Q1 2025 | 1 | 0 | 9.83K | $684,561 | — | — |
| Q4 2024 | 1 | -2 | 9.32K | $697,454 | — | −2 |
| Q3 2024 | 3 | +1 | 25.65K | $1.94M | +1 | — |
| Q2 2024 | 2 | — | 10.02K | $681,825 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 836.48K | -7.9% | $76.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 797.00K | -5.9% | $72.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 533.26K | +2.2% | $48.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 533.26K | +2.2% | $48.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 486.89K | +19.3% | $44.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 352.79K | -10.8% | $32.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 352.79K | -10.8% | $32.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 202.54K | +95.3% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 200.51K | -4.9% | $18.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 155.96K | -1.6% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 155.96K | -1.6% | $14.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 98.16K | -3.1% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 98.16K | -3.1% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 79.17K | -12.2% | $7.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 54.31K | +72.9% | $4.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 52.87K | +54.5% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 52.87K | +54.5% | $4.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 50.00K | 0.0% | $4.56M | 0.0% | Held | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 48.11K | -15.5% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 46.32K | +19042.2% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 42.45K | -29.0% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 33.80K | -11.9% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 31.57K | +45.7% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 19.02K | +196.6% | $1.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Wealthfront Advisers LLC | 18.87K | -0.6% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 14.47K | -16.0% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 12.49K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 12.49K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 12.49K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 11.50K | -21.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 6.64K | -0.6% | $605,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 6.26K | +5.6% | $570,648 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 6.26K | +5.6% | $570,648 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 6.05K | +45.2% | $551,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Wealth Enhancement Advisory… | 5.21K | -0.8% | $463,505 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 4.64K | 新增 | $422,888 | 0.0% | New | 1 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 4.33K | -48.2% | $394,094 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | BlackRock ✦ (被动) | 3.52K | 0.0% | $320,287 | 0.0% | Held | 5 | SEC ↗ |
| 54 | BlackRock ✦ (被动) | 3.52K | 0.0% | $320,287 | 0.0% | Held | 5 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 3.20K | -90.3% | $292,021 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.11K | -6.6% | $283,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.11K | -6.6% | $283,378 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | First Trust Advisors Lp | 2.69K | 新增 | $244,658 | 0.0% | New | 1 | SEC ↗ |
| 59 | Captrust Financial Advisors | 2.68K | 0.0% | $244,019 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 1.41K | +8.9% | $128,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 1.31K | -64.8% | $119,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 1.31K | -64.8% | $119,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.17K | 0.0% | $106,793 | 0.0% | Held | 3 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 747 | 0.0% | $68,067 | 0.0% | Held | 3 | 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
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Empower Advisory Group, LLC | $422,888 | 0.0% |
| First Trust Advisors Lp | $244,658 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.54M | 曾为 0.0% |
| Citadel Advisors | $2.07M | 曾为 0.0% |
| Hrt Financial Lp | $791,000 | 曾为 0.0% |
| Us Bancorp \De\ | $3,918 | 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): 163 持有人, 5.83M 股份, $457.44M 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