证券记录 · 已归档季度
IAK
名称等待档案录入
38被追踪持有人
+1Δ持有人
1.00M持有股份
$136.67M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.7% ·
股份流向 -10.7% ·
净新建仓位 +2.6%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 2.77K | $390,339 | n/a | n/a |
| Q2 2026 | 37 | +2 | 804.72K | $113.14M | +6 | −5 |
| Q1 2026 | 36 | -2 | 769.74K | $98.74M | +4 | −6 |
| Q4 2025 | 38 | +1 | 1.00M | $136.67M | +2 | −1 |
| Q3 2025 | 6 | 0 | 450.84K | $60.43M | n/a | n/a |
| Q2 2025 | 3 | 0 | 91.22K | $12.27M | +1 | −1 |
| Q1 2025 | 2 | 0 | 25.22K | $3.48M | +1 | −1 |
| Q4 2024 | 2 | -1 | 5.09K | $644,238 | n/a | −1 |
| Q3 2024 | 3 | +1 | 17.65K | $2.28M | +1 | n/a |
| Q2 2024 | 2 | n/a | 65.44K | $7.39M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 213.03K | -29.7% | $29.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 143.32K | n/a | $19.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Two Sigma Investments ✦ | 89.70K | +4.8% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 86.86K | n/a | $11.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 75.69K | n/a | $10.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 68.07K | n/a | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | UBS Group AG | 60.30K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Stifel Financial Corp | 46.67K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 42.48K | n/a | $5.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Susquehanna International Group, Llp | 37.55K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 21.66K | -52.2% | $2.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20.54K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 16.07K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Cibc World Market Inc. | 11.14K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 10.36K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 10.27K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 10.05K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 8.18K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 4.23K | n/a | $575,506 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 2.87K | n/a | $390,937 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.58K | +31.6% | $350,833 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Focus Partners Wealth | 2.53K | n/a | $345,013 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 2.34K | n/a | $318,618 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.33K | n/a | $317,151 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 2.25K | n/a | $306,018 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 2.11K | n/a | $287,102 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 1.92K | 新增 | $261,272 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 1.58K | n/a | $215,798 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 1.56K | n/a | $211,849 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 1.53K | 新增 | $208,038 | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Mirae Asset Global Investments Co.… | 1.20K | n/a | $163,380 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 889 | n/a | $121,037 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 864 | n/a | $117,634 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 682 | n/a | $92,832 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 35 | National Bank Of Canada /Fi/ | 289 | n/a | $39,313 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 93 | n/a | $12,662 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 53 | -98.2% | $7,222 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Blair William & Co/Il | 22 | n/a | $2,995 | 0.0% | n/c | 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
| D. E. Shaw & Co. | $261,272 | 0.0% |
| Marshall Wace | $208,038 | 0.0% |
已清仓
| Citadel Advisors | $1.60M | 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): 131 持有人, 1.43M 股份, $177.07M 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: Q4 2025 ·
方法论 ·
通过API获取此数据