证券记录 · 已归档季度
UCON
First Trust Smith Unconstrained Bond ETF · Financial Services · Asset Management - Bonds
37被追踪持有人
+1Δ持有人
59.60M持有股份
$1.50B报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.8% ·
股份流向 -3.3% ·
净新建仓位 +2.7%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.25K | $411,527 | n/a | −1 |
| Q2 2026 | 36 | 0 | 62.12M | $1.55B | +3 | −4 |
| Q1 2026 | 38 | +1 | 61.96M | $1.53B | +4 | −3 |
| Q4 2025 | 37 | +1 | 59.60M | $1.50B | +1 | n/a |
| Q3 2025 | 3 | -1 | 11.50M | $289.62M | n/a | −1 |
| Q2 2025 | 2 | 0 | 1.33M | $33.09M | n/a | n/a |
| Q1 2025 | 2 | +1 | 1.39M | $34.40M | +1 | n/a |
| Q4 2024 | 1 | 0 | 82.06K | $2.02M | n/a | n/a |
| Q3 2024 | 1 | -1 | 362.07K | $9.10M | n/a | −1 |
| Q2 2024 | 2 | n/a | 680.13K | $16.63M | 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 | LPL Financial LLC | 12.16M | n/a | $306.07M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.34M | +6.6% | $209.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 6.23M | n/a | $156.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 4.83M | n/a | $121.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 3.96M | n/a | $99.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 3.80M | n/a | $95.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 2.64M | n/a | $66.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 2.42M | n/a | $60.92M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 2.03M | n/a | $51.10M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.93M | n/a | $48.67M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 1.69M | n/a | $42.63M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Stifel Financial Corp | 1.58M | n/a | $39.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 1.35M | n/a | $33.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.24M | n/a | $31.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.12M | -66.0% | $28.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Focus Partners Wealth | 957.59K | n/a | $24.05M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 836.20K | n/a | $21.05M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 470.71K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cerity Partners LLC | 375.80K | n/a | $9.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 373.98K | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 365.35K | n/a | $9.20M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 325.50K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 282.42K | n/a | $7.11M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 77.16K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 69.62K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Lido Advisors, LLC | 57.96K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Renaissance Technologies ✦ | 28.40K | -92.8% | $714,828 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 19.64K | n/a | $494,905 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 12.62K | n/a | $317,570 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 12.48K | n/a | $314,071 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 9.82K | 新增 | $247,295 | 0.0% | New | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 2.64K | n/a | $66,373 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 2.18K | n/a | $54,921 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 1.15K | n/a | $29,021 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 322 | n/a | $8,105 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 132 | n/a | $3,322 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bnp Paribas Financial Markets | 89 | n/a | $2,240 | 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
| Goldman Sachs Group | $247,295 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 271 持有人, 109.40M 股份, $2.65B 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