证券记录 · 已归档季度
IBDX
名称等待档案录入
32被追踪持有人
-2Δ持有人
16.53M持有股份
$421.70M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.9% ·
股份流向 +0.1% ·
净新建仓位 -6.2%
· 公式
集中增持：持股数量上升，持有人数量减少
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 | 35 | -2 | 16.96M | $427.18M | n/a | −3 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | n/a |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | n/a | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | n/a | n/a |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | n/a | n/a |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | n/a | n/a |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | n/a | n/a |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | n/a | n/a |
| Q2 2024 | 1 | n/a | 49.46K | $1.21M | 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 | Wells Fargo & Company/Mn | 3.03M | n/a | $77.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 2.60M | +17.5% | $66.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 2.32M | n/a | $59.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.78M | n/a | $45.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 990.74K | n/a | $25.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 964.55K | n/a | $24.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 833.40K | n/a | $21.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Us Bancorp \De\ | 766.03K | n/a | $19.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 601.76K | n/a | $15.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 570.01K | n/a | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 513.14K | n/a | $13.10M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 368.07K | n/a | $9.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 176.10K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 142.59K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cwm, Llc | 136.58K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 100.54K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 95.53K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 94.47K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 77.89K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 76.96K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 68.16K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 65.85K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 56.58K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 26.96K | n/a | $688,221 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 18.30K | n/a | $467,123 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 13.46K | n/a | $343,583 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Truist Financial Corp | 12.31K | n/a | $314,198 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 11.28K | n/a | $287,970 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 5.40K | n/a | $137,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank Of Montreal /Can/ | 584 | n/a | $14,911 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 101 | -99.9% | $2,579 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 51 | 0.0% | $1,302 | 0.0% | Held | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $5.86M | 曾为 0.0% |
| Goldman Sachs Group | $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): 219 持有人, 50.27M 股份, $1.25B 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