证券记录 · 已归档季度
XMLV
名称等待档案录入
42被追踪持有人
-1Δ持有人
3.86M持有股份
$240.51M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 -2.3% ·
股份流向 -6.7% ·
净新建仓位 -2.4%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.73K | $490,479 | n/a | n/a |
| Q2 2026 | 43 | +4 | 3.36M | $223.23M | +5 | −2 |
| Q1 2026 | 41 | -1 | 3.46M | $217.84M | +2 | −3 |
| Q4 2025 | 42 | -1 | 3.86M | $240.51M | n/a | −1 |
| Q3 2025 | 7 | 0 | 965.86K | $61.39M | n/a | n/a |
| Q2 2025 | 4 | +1 | 58.90K | $3.63M | +1 | n/a |
| Q1 2025 | 2 | 0 | 48.65K | $3.00M | n/a | n/a |
| Q4 2024 | 2 | -1 | 22.95K | $1.40M | n/a | −1 |
| Q3 2024 | 3 | +1 | 70.75K | $4.32M | +1 | n/a |
| Q2 2024 | 2 | n/a | 15.51K | $856,341 | 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 | 675.29K | n/a | $42.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 619.29K | +3.0% | $38.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | UBS Group AG | 296.16K | n/a | $18.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 232.58K | n/a | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Pnc Financial Services Group, Inc. | 214.05K | n/a | $13.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 183.44K | n/a | $11.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 179.62K | n/a | $11.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 174.15K | n/a | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 164.86K | n/a | $10.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 141.84K | n/a | $8.85M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 121.66K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Mercer Global Advisors Inc /Adv | 116.98K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 94.58K | n/a | $5.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 89.36K | n/a | $5.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 88.28K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 81.09K | n/a | $5.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 65.06K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Mml Investors Services, Llc | 52.50K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 41.39K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 36.50K | +15.9% | $2.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Mariner, LLC | 33.51K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 31.47K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 23.14K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 11.23K | n/a | $709,511 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 10.88K | n/a | $678,857 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 8.85K | 0.0% | $552,142 | 0.0% | Held | 7 | SEC ↗ |
| 27 | Cwm, Llc | 8.77K | n/a | $547,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 8.52K | +12.4% | $531,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 8.25K | -12.4% | $514,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Daiwa Securities Group Inc. | 7.20K | n/a | $449,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 6.87K | n/a | $428,631 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 5.87K | -98.0% | $366,160 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Rockefeller Capital Management L.P. | 4.91K | n/a | $306,201 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.49K | n/a | $280,156 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cerity Partners LLC | 4.23K | n/a | $263,571 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.97K | n/a | $247,822 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Hrt Financial Lp | 3.42K | n/a | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.39K | n/a | $86,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 220 | n/a | $13,721 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 102 | n/a | $6,362 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 47 | n/a | $2,931 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 5 | n/a | $312 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $899,438 | 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): 185 持有人, 6.00M 股份, $345.86M 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