证券记录 · 已归档季度
XLSR
名称等待档案录入
22被追踪持有人
0Δ持有人
7.51M持有股份
$467.79M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 0.0% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | +2 | 8.14M | $527.64M | +4 | −2 |
| Q1 2026 | 24 | +2 | 7.92M | $457.53M | +5 | −3 |
| Q4 2025 | 22 | 0 | 7.51M | $467.79M | +1 | −1 |
| Q3 2025 | 2 | 0 | 49.53K | $2.95M | +1 | −1 |
| Q2 2025 | 1 | +1 | 48.20K | $2.65M | +1 | — |
| Q4 2024 | 1 | 0 | 4.85K | $259,344 | — | — |
| Q3 2024 | 1 | 0 | 17.65K | $914,784 | — | — |
| Q2 2024 | 1 | — | 16.87K | $858,565 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.68M | — | $291.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.92M | — | $119.89M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 286.55K | — | $17.85M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 164.36K | — | $10.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 132.69K | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 79.05K | — | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 55.82K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.82K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 48.16K | -2.8% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 48.16K | -2.8% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 45.77K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 29.79K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 12.59K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.59K | — | $784,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 11.43K | — | $712,265 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 8.94K | — | $556,910 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 7.28K | — | $453,723 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 6.84K | — | $426,459 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 5.23K | — | $326,006 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 4.52K | — | $281,828 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 4.38K | — | $272,731 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.46K | — | $91,132 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.46K | — | $91,132 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1.30K | — | $81,003 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 277 | — | $17,260 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 216 | 新增 | $13,459 | 0.0% | New | 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
| JPMorgan Chase | $13,459 | 0.0% |
已清仓
| Fidelity (FMR) | $60 | 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): 131 持有人, 14.38M 股份, $807.27M 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