证券记录 · 已归档季度
XTEN
名称等待档案录入
22被追踪持有人
+3Δ持有人
6.57M持有股份
$301.38M报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 +18.8% ·
净新建仓位 +13.6%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 50.43K | $2.14M | n/a | n/a |
| Q2 2026 | 21 | 0 | 7.02M | $320.40M | +3 | −3 |
| Q1 2026 | 22 | +3 | 6.57M | $301.38M | +6 | −3 |
| Q4 2025 | 19 | 0 | 5.53M | $255.77M | +1 | −1 |
| Q3 2025 | 5 | 0 | 3.04M | $141.53M | n/a | n/a |
| Q2 2025 | 3 | 0 | 16.46K | $759,616 | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.59K | $772,457 | n/a | n/a |
| Q4 2024 | 1 | 0 | 77.72K | $3.48M | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.36K | $259,581 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.00M | +8.2% | $137.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.66M | +11.7% | $76.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 815.13K | +13.3% | $37.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cerity Partners LLC | 525.26K | 新增 | $24.09M | 0.0% | New | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 159.34K | +6.2% | $7.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fifth Third Bancorp | 102.32K | 新增 | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 76.58K | +111.7% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 67.18K | -22.1% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 51.27K | +14.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 32.17K | 新增 | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 27.60K | -42.4% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 14.03K | +179.6% | $643,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Cwm, Llc | 13.01K | -63.7% | $596,776 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 7.68K | +1.2% | $352,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 7.38K | +25.6% | $338,255 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 4.83K | 新增 | $221,370 | 0.0% | New | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 3.07K | +1.1% | $140,607 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 1.39K | 新增 | $63,837 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 727 | -0.1% | $33,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 139 | -43.3% | $6,382 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Us Bancorp \De\ | 48 | -90.6% | $2,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 4 | 新增 | $183 | 0.0% | New | 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
| Cerity Partners LLC | $24.09M | 0.0% |
| Fifth Third Bancorp | $4.69M | 0.0% |
| Citadel Advisors | $1.48M | 0.0% |
| Commonwealth Equity Services… | $221,370 | 0.0% |
| Northwestern Mutual Wealth… | $63,837 | 0.0% |
| UBS Group AG | $183 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $2.76M | 曾为 0.0% |
| Goldman Sachs Group | $1.90M | 曾为 0.0% |
| Susquehanna International… | $1.13M | 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): 181 持有人, 17.78M 股份, $790.13M 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