证券记录 · 已归档季度
XVV
名称等待档案录入
31被追踪持有人
+5Δ持有人
1.27M持有股份
$62.25M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +19.2% ·
股份流向 +30.0% ·
净新建仓位 +16.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 273.52K | +6.8% | $13.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Brown Advisory Inc | 218.97K | +19.0% | $10.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 128.32K | +6296.8% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Franklin Resources Inc | 76.00K | 0.0% | $3.74M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 73.21K | 新增 | $3.60M | 0.0% | New | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 61.61K | -10.5% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 46.31K | +12.0% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 40.30K | 新增 | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 9 | Lido Advisors, LLC | 39.31K | 新增 | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 32.50K | +16.0% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 30.16K | +25.3% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 29.06K | -2.0% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 28.06K | +10.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 27.02K | -12.2% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 23.11K | +0.5% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 22.57K | +2.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 21.87K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 18 | Mariner, LLC | 17.67K | +0.2% | $869,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 15.94K | +5.0% | $784,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 14.73K | +40.7% | $725,109 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 8.71K | -3.9% | $428,459 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 7.10K | +12.7% | $349,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 6.60K | +0.1% | $324,928 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 5.58K | -83.7% | $274,598 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Us Bancorp \De\ | 4.12K | 0.0% | $202,589 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 4.07K | 0.0% | $200,473 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.64K | -13.5% | $130,122 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 2.57K | 新增 | $126,348 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 2.22K | 0.0% | $109,160 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 1.46K | 0.0% | $71,664 | 0.0% | Held | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 280 | +191.7% | $13,689 | 0.0% | ▲ Add | 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
| Bank of New York Mellon Corp | $3.60M | 0.0% |
| Two Sigma Investments | $1.98M | 0.0% |
| Lido Advisors, LLC | $1.93M | 0.0% |
| Mercer Global Advisors Inc… | $1.08M | 0.0% |
| Wells Fargo & Company/Mn | $126,348 | 0.0% |
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): 143 持有人, 3.95M 股份, $147.97M 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