证券记录 · 已归档季度
XMPT
名称等待档案录入
22被追踪持有人
0Δ持有人
2.84M持有股份
$61.13M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -18.9% · 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 18.80K | $357,860 | n/a | n/a |
| Q2 2026 | 21 | 0 | 2.76M | $61.69M | +2 | −3 |
| Q1 2026 | 22 | 0 | 2.84M | $61.13M | +3 | −3 |
| Q4 2025 | 22 | 0 | 3.51M | $76.69M | n/a | n/a |
| Q3 2025 | 3 | 0 | 266.40K | $5.83M | n/a | n/a |
| Q2 2025 | 2 | -1 | 44.91K | $942,667 | n/a | −1 |
| Q1 2025 | 1 | +1 | 13.11K | $283,483 | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.10K | $486,509 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.01M | -21.9% | $21.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 489.77K | +0.3% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 266.95K | +21.2% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 250.72K | +13.3% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 157.64K | +0.2% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 151.21K | +3.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 115.74K | -1.9% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 78.36K | +23.5% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 52.15K | -63.1% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 49.75K | -9.5% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 36.95K | -17.8% | $794,410 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 28.06K | +126.0% | $603,204 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 25.02K | -93.1% | $537,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 23.06K | -72.6% | $494,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.81K | +70.7% | $447,457 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 19.50K | -0.4% | $419,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 18.87K | 新增 | $405,706 | 0.0% | New | 1 | SEC ↗ |
| 18 | Nuveen, LLC | 18.75K | 0.0% | $403,190 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 10.63K | 新增 | $228,460 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Assetmark, Inc | 8.77K | 新增 | $188,598 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 7.23K | 0.0% | $155,533 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 112 | 0.0% | $2,414 | 0.0% | Held | 4 | 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
| Fifth Third Bancorp | $405,706 | 0.0% |
| Raymond James Financial Inc | $228,460 | 0.0% |
| Assetmark, Inc | $188,598 | 0.0% |
已清仓
| BlackRock | $547,000 | 曾为 0.0% |
| Jane Street Group, Llc | $206,919 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $109 | 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): 55 持有人, 4.11M 股份, $88.06M 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: Q1 2026 ·
方法论 ·
通过API获取此数据