证券记录 · 已归档季度
UFOX
名称等待档案录入
34被追踪持有人
-1Δ持有人
1.09M持有股份
$69.71M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 -2.9% ·
股份流向 -2.7% ·
净新建仓位 -2.9%
— 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 | 42 | +6 | 1.19M | $112.67M | +7 | −1 |
| Q1 2026 | 37 | +3 | 1.08M | $73.82M | +4 | −1 |
| Q4 2025 | 34 | -1 | 1.09M | $69.71M | — | −1 |
| Q3 2025 | 6 | +2 | 58.36K | $3.60M | +2 | — |
| Q2 2025 | 1 | -1 | 5.49K | $289,704 | — | −1 |
| Q1 2025 | 1 | 0 | 13.73K | $583,440 | — | — |
| Q4 2024 | 1 | 0 | 12.19K | $580,854 | — | — |
| Q3 2024 | 1 | -1 | 38.28K | $1.66M | — | −1 |
| Q2 2024 | 2 | — | 47.00K | $1.96M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 276.57K | — | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 136.38K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 91.05K | — | $5.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 90.13K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 89.75K | — | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 74.91K | — | $4.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Rockefeller Capital Management L.P. | 48.78K | — | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 44.85K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 33.12K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 32.39K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Citigroup Inc | 29.97K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 23.06K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 21.28K | — | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Creative Planning | 15.79K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 13.46K | — | $859,373 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 10.80K | +2.7% | $689,507 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Mariner, LLC | 9.92K | — | $633,316 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 8.15K | -63.6% | $520,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.38K | +14.7% | $406,951 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cwm, Llc | 6.01K | — | $384,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 5.31K | — | $338,905 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 4.93K | — | $325,773 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 5.10K | — | $325,726 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.29K | — | $210,339 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 2.62K | — | $167,028 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 2.35K | — | $150,249 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.94K | -50.0% | $124,097 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Bank Of Montreal /Can/ | 1.29K | — | $82,604 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 929 | — | $59,304 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 700 | — | $44,668 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 255 | 0.0% | $16,282 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 183 | — | $11,682 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 120 | — | $7,660 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 100 | — | $6,385 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $973,495 | 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): 161 持有人, 2.11M 股份, $134.73M 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