证券记录 · 已归档季度
PFXF
名称等待档案录入
39被追踪持有人
0Δ持有人
23.59M持有股份
$420.78M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +10.5% · 净新建仓位 -2.6% — 公式
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.11M | +14.2% | $108.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.40M | +5.8% | $60.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.31M | +1.3% | $59.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.88M | -2.2% | $33.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.86M | +2.5% | $33.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.68M | +46.3% | $29.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 725.10K | +9.8% | $12.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 707.24K | +27.0% | $12.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 563.09K | +16.3% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 479.35K | +0.5% | $8.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 398.55K | +8.4% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 303.55K | +25.1% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 279.19K | +200.8% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 264.81K | +22.2% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Northwestern Mutual Wealth… | 242.20K | -0.5% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 206.72K | 新增 | $3.69M | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Truist Financial Corp | 164.12K | +4.7% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 149.06K | -4.6% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 146.99K | +104892.1% | $2.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 139.46K | +21.3% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 111.32K | -2.5% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Mirae Asset Global Investments Co.… | 97.66K | -8.8% | $1.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 93.27K | +5.3% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Sumitomo Mitsui Trust Group, Inc. | 43.68K | -4.7% | $779,305 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 41.36K | -59.9% | $737,879 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 37.79K | +1.0% | $674,149 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 35.34K | -25.2% | $630,394 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 31.09K | -7.2% | $554,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | First Manhattan Co. Llc. | 29.92K | -11.2% | $533,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 15.51K | -0.6% | $276,627 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 15.13K | -53.1% | $269,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 12.57K | -19.3% | $224,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 12.49K | -92.3% | $222,893 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 4.51K | 新增 | $79,925 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.66K | -88.3% | $29,613 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Us Bancorp \De\ | 586 | -3.8% | $10,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 180 | +2.3% | $3,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 60 | 0.0% | $1,070 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 48 | +269.2% | $856 | 0.0% | ▲ Add | 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
| Susquehanna International… | $3.69M | 0.0% |
| Bank Of Montreal /Can/ | $79,925 | 0.0% |
已清仓
| HighTower Advisors, LLC | $1.01M | 曾为 0.0% |
| Mercer Global Advisors Inc… | $279,139 | 曾为 0.0% |
| Qube Research & Technologies… | $40,026 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据