证券记录 · 已归档季度
XBIL
名称等待档案录入
20被追踪持有人
0Δ持有人
5.11M持有股份
$255.99M报告持仓市值
+1新建仓位
−1清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +2.1% · 净新建仓位 0.0% · 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 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 | 174.63K | $8.74M | n/a | −1 |
| Q2 2026 | 23 | +2 | 5.10M | $254.84M | +4 | −2 |
| Q1 2026 | 21 | +1 | 4.92M | $246.35M | +4 | −3 |
| Q4 2025 | 20 | 0 | 5.11M | $255.99M | +1 | −1 |
| Q3 2025 | 3 | -1 | 131.69K | $6.61M | n/a | −1 |
| Q2 2025 | 2 | 0 | 24.97K | $1.25M | n/a | n/a |
| Q1 2025 | 1 | +1 | 44.33K | $2.22M | +1 | n/a |
| Q3 2024 | 1 | 0 | 58.36K | $2.93M | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.23K | $1.96M | 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 | 2.27M | n/a | $113.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 542.42K | n/a | $27.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 443.67K | n/a | $22.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 387.68K | n/a | $19.41M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 380.07K | n/a | $19.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 264.71K | n/a | $13.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 185.33K | n/a | $9.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 172.35K | n/a | $8.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 140.97K | +256.0% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 96.61K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 79.13K | -14.0% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Barclays Plc | 60.00K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 29.99K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 25.91K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.17K | 新增 | $809,732 | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 11.85K | n/a | $593,079 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Hrt Financial Lp | 4.21K | n/a | $210,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 700 | n/a | $35,048 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 224 | n/a | $11,240 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Bank Of Montreal /Can/ | 100 | n/a | $4,996 | 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
| Citadel Advisors | $809,732 | 0.0% |
已清仓
| Fidelity (FMR) | $2,464 | 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): 97 持有人, 7.71M 股份, $384.33M 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