证券记录 · 已归档季度
FXZ
名称等待档案录入
32被追踪持有人
-1Δ持有人
1.63M持有股份
$105.96M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 -1.2% ·
净新建仓位 -3.1%
— 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 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 | 32 | 0 | 2.72M | $216.37M | +1 | −2 |
| Q1 2026 | 34 | +2 | 2.38M | $181.08M | +2 | — |
| Q4 2025 | 32 | -1 | 1.63M | $105.96M | — | −1 |
| Q3 2025 | 6 | 0 | 260.45K | $16.04M | — | — |
| Q2 2025 | 3 | -1 | 9.21K | $524,681 | — | −1 |
| Q1 2025 | 2 | -1 | 62.18K | $3.45M | — | −1 |
| Q4 2024 | 3 | 0 | 61.32K | $3.48M | — | — |
| Q3 2024 | 3 | +1 | 57.96K | $3.89M | +1 | — |
| Q2 2024 | 2 | — | 42.66K | $2.77M | — | — |
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 | 342.59K | — | $22.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 191.86K | — | $12.44M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 176.06K | -0.4% | $11.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 107.58K | — | $6.97M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 102.02K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 83.27K | — | $5.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 73.99K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 66.70K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 63.25K | -18.8% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 57.59K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 55.24K | — | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 46.10K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 45.44K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 41.93K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Susquehanna International Group, Llp | 31.52K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 26.15K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 17.39K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 13.78K | — | $892,978 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 8.79K | — | $569,713 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 6.55K | — | $424,914 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 6.39K | — | $413,991 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 3.35K | — | $216,835 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Cwm, Llc | 3.04K | — | $197,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 2.00K | — | $129,646 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 889 | 0.0% | $57,628 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 349 | — | $22,623 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 175 | — | $11,318 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 75 | 0.0% | $4,862 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Assetmark, Inc | 43 | — | $2,787 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 32 | — | $2,105 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 0 | — | $39 | 0.0% | Held | 2 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $302,961 | 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): 112 持有人, 3.18M 股份, $234.03M 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: Q4 2025 ·
方法论 ·
通过API获取此数据