证券记录 · 已归档季度
XTL
名称等待档案录入
28被追踪持有人
0Δ持有人
669.57K持有股份
$102.59M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.2% · 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 | 39 | +8 | 861.31K | $195.86M | +10 | −2 |
| Q1 2026 | 32 | +4 | 942.68K | $177.19M | +5 | −1 |
| Q4 2025 | 28 | 0 | 669.57K | $102.59M | — | — |
| Q3 2025 | 6 | 0 | 148.36K | $20.76M | — | — |
| Q2 2025 | 3 | +1 | 26.86K | $3.15M | +1 | — |
| Q1 2025 | 1 | +1 | 5.67K | $566,915 | +1 | — |
| Q2 2024 | 1 | — | 8.43K | $650,304 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 221.63K | — | $33.96M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 105.99K | -4.7% | $16.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 75.96K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 75.96K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 52.18K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 43.95K | — | $6.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 37.69K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 34.35K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 34.35K | — | $5.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 25.14K | +0.6% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 18.65K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 15.35K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 12.61K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 12.61K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 5.67K | 0.0% | $869,064 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Citigroup Inc | 5.35K | — | $819,379 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 2.55K | — | $390,840 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 2.08K | — | $318,025 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.84K | — | $282,695 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.84K | — | $282,695 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 1.74K | -47.2% | $266,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 1.74K | -47.2% | $266,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.68K | -40.7% | $257,869 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 1.54K | — | $236,749 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.52K | — | $232,588 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.52K | — | $232,588 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 1.11K | — | $170,687 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 348 | — | $53,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 340 | 0.0% | $52,153 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 206 | — | $31,563 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 31 | — | $4,750 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 20 | — | $3,138 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 16 | — | $2,452 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 11 | — | $1,685 | 0.0% | n/c | 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
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 94 持有人, 1.39M 股份, $249.57M 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