证券记录 · 已归档季度
PFXF
名称等待档案录入
41被追踪持有人
+2Δ持有人
21.43M持有股份
$375.85M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +5.1% ·
股份流向 +9.5% ·
净新建仓位 +4.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.35M | +15.2% | $93.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 3.27M | +28.5% | $57.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 3.22M | +8.6% | $56.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.92M | +3.8% | $33.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.81M | +4.4% | $31.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.15M | -22.0% | $20.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 660.09K | +16.9% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 556.95K | -9.4% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 484.05K | +47.5% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 476.91K | +1.9% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 367.77K | +12.4% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 243.50K | +17.0% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 242.55K | +6.7% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 216.65K | +14.4% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Blair William & Co/Il | 161.66K | -1.1% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 156.78K | -3.6% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 156.24K | -0.9% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 114.95K | +0.5% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 114.22K | -1.4% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Mirae Asset Global Investments Co.… | 107.11K | +129.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 103.06K | -3.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 92.82K | +12.1% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 88.55K | +5.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 57.85K | -23.9% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 47.24K | -50.4% | $828,643 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Sumitomo Mitsui Trust Group, Inc. | 45.84K | -4.9% | $804,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 37.40K | +4.0% | $655,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 33.70K | 新增 | $591,063 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 33.51K | +143.2% | $587,818 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 32.26K | +12.4% | $565,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 19.91K | +397.8% | $349,244 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 15.91K | 新增 | $279,139 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 15.60K | -12.4% | $273,624 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 15.57K | 新增 | $273,186 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 14.18K | +1731.7% | $248,666 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 2.28K | 新增 | $40,026 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 609 | 新增 | $10,682 | 0.0% | New | 1 | SEC ↗ |
| 38 | Citigroup Inc | 176 | 0.0% | $3,087 | 0.0% | Held | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 140 | -35.5% | $2,428 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Franklin Resources Inc | 60 | 0.0% | $1,052 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 13 | -77.6% | $228 | 0.0% | ▼ Trim | 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
| First Manhattan Co. Llc. | $591,063 | 0.0% |
| Mercer Global Advisors Inc… | $279,139 | 0.0% |
| Fifth Third Bancorp | $273,186 | 0.0% |
| Qube Research & Technologies… | $40,026 | 0.0% |
| Us Bancorp \De\ | $10,682 | 0.0% |
已清仓
| Citadel Advisors | $1.22M | 曾为 0.0% |
| Susquehanna International… | $322,789 | 曾为 0.0% |
| Simplex Trading, Llc | $5,174 | 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): 212 持有人, 35.92M 股份, $619.01M 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: Q1 2026 ·
方法论 ·
通过API获取此数据