证券记录 · 已归档季度
XMLV
名称等待档案录入
41被追踪持有人
-1Δ持有人
3.46M持有股份
$217.84M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -2.4% ·
股份流向 -10.2% ·
净新建仓位 -2.4%
— 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 Q1 2026
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 | 44 | +4 | 3.41M | $225.99M | +5 | −1 |
| Q1 2026 | 41 | -1 | 3.46M | $217.84M | +2 | −3 |
| Q4 2025 | 42 | -1 | 3.86M | $240.51M | — | −1 |
| Q3 2025 | 7 | 0 | 965.86K | $61.39M | — | — |
| Q2 2025 | 4 | +1 | 58.90K | $3.63M | +1 | — |
| Q1 2025 | 2 | 0 | 48.65K | $3.00M | — | — |
| Q4 2024 | 2 | -1 | 22.95K | $1.40M | — | −1 |
| Q3 2024 | 3 | +1 | 70.75K | $4.32M | +1 | — |
| Q2 2024 | 2 | — | 15.51K | $856,341 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 632.60K | +2.1% | $39.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 632.60K | +2.1% | $39.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 632.60K | +2.1% | $39.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 632.60K | +2.1% | $39.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 459.70K | -31.9% | $28.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 290.08K | -2.0% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 290.08K | -2.0% | $18.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 253.94K | +9.2% | $15.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 204.45K | -4.5% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 204.45K | -4.5% | $12.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 183.78K | +0.2% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 183.78K | +0.2% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 183.78K | +0.2% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 182.04K | +1.4% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 182.04K | +1.4% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 182.04K | +1.4% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 171.97K | -1.2% | $10.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 155.82K | +9.8% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 119.23K | -2.0% | $7.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 119.23K | -2.0% | $7.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 119.23K | -2.0% | $7.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 109.19K | -6.7% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 105.07K | +19.0% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 85.85K | -3.9% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 85.85K | -3.9% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 75.19K | -7.3% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 67.70K | -28.4% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 67.70K | -28.4% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 67.70K | -28.4% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 62.64K | -3.7% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 62.64K | -3.7% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 62.64K | -3.7% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 41.47K | +0.2% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 40.02K | -23.8% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 36.50K | 0.0% | $2.30M | 0.0% | Held | 7 | SEC ↗ |
| 36 | Mariner, LLC | 33.97K | +1.4% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mariner, LLC | 33.97K | +1.4% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 29.48K | -6.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 14.30K | -91.3% | $900,534 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 11.90K | +44.2% | $749,091 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Daiwa Securities Group Inc. | 11.10K | +54.2% | $698,967 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citigroup Inc | 11.10K | +1.9% | $698,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 9.87K | -57.3% | $621,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 9.87K | -57.3% | $621,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cwm, Llc | 9.25K | +5.5% | $582,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 8.85K | 0.0% | $557,473 | 0.0% | Held | 8 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 8.42K | -1.2% | $529,958 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 7.58K | -32.5% | $482,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Creative Planning | 5.88K | -14.4% | $370,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fifth Third Bancorp | 5.63K | +25.4% | $354,710 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 4.96K | -15.5% | $309,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 4.96K | -15.5% | $309,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 4.96K | -15.5% | $309,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 4.91K | +0.1% | $309,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 4.13K | -2.3% | $260,063 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | BlackRock ✦ (被动) | 1.43K | 新增 | $89,858 | 0.0% | New | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 1.39K | 0.0% | $87,213 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 205 | -6.8% | $12,909 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Assetmark, Inc | 41 | -12.8% | $2,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 6 | 新增 | $378 | 0.0% | New | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 5 | 0.0% | $315 | 0.0% | Held | 2 | 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
| BlackRock | $89,858 | 0.0% |
| UBS AM, a distinct business… | $378 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $247,822 | 曾为 0.0% |
| Hrt Financial Lp | $213,000 | 曾为 0.0% |
| Qube Research & Technologies… | $6,362 | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据