证券记录 · 已归档季度
MXI
名称等待档案录入
30被追踪持有人
-1Δ持有人
536.12K持有股份
$51.81M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 -3.2% ·
股份流向 -3.5% ·
净新建仓位 -3.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 35 | +6 | 735.10K | $77.76M | +6 | −1 |
| Q1 2026 | 31 | +1 | 708.36K | $75.23M | +3 | −2 |
| Q4 2025 | 30 | -1 | 536.12K | $51.81M | n/a | −1 |
| Q3 2025 | 6 | 0 | 186.06K | $17.21M | n/a | n/a |
| Q2 2025 | 3 | 0 | 23.14K | $1.98M | n/a | n/a |
| Q1 2025 | 2 | +1 | 41.83K | $3.42M | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.36K | $805,025 | n/a | n/a |
| Q3 2024 | 1 | -1 | 12.39K | $1.16M | n/a | −1 |
| Q2 2024 | 2 | n/a | 32.54K | $2.76M | 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 | Morgan Stanley ✦ | 143.09K | -4.9% | $13.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | HighTower Advisors, LLC | 105.89K | n/a | $10.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 74.68K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 63.16K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 32.39K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 25.84K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 17.17K | -24.6% | $1.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 15.73K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 8.10K | n/a | $782,375 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 7.85K | n/a | $760,466 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 5.50K | -7.0% | $531,882 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Creative Planning | 5.02K | n/a | $485,519 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.49K | n/a | $433,615 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | National Bank Of Canada /Fi/ | 3.58K | n/a | $345,778 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.35K | n/a | $324,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 3.19K | n/a | $308,765 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 2.69K | n/a | $259,580 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 2.16K | n/a | $210,338 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northern Trust Corp | 2.17K | n/a | $209,516 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 2.09K | n/a | $201,717 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 1.95K | n/a | $188,061 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.82K | n/a | $175,925 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 1.60K | n/a | $154,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 798 | n/a | $77,119 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 663 | n/a | $64,072 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 597 | +9.9% | $57,690 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 330 | n/a | $31,891 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Qube Research & Technologies Ltd | 200 | n/a | $19,328 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 22 | -50.0% | $2,126 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 8 | n/a | $773 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $587,829 | 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): 99 持有人, 1.30M 股份, $132.77M 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