证券记录 · 已归档季度
IBDX
名称等待档案录入
39被追踪持有人
+7Δ持有人
17.16M持有股份
$433.70M报告持仓市值
+7新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +21.9% ·
股份流向 +3.9% ·
净新建仓位 +17.9%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -2 | 17.82M | $448.85M | — | −2 |
| Q1 2026 | 39 | +7 | 17.16M | $433.70M | +7 | — |
| Q4 2025 | 32 | -2 | 16.53M | $421.70M | — | −2 |
| Q3 2025 | 5 | 0 | 2.59M | $66.33M | — | — |
| Q2 2025 | 2 | 0 | 247.74K | $6.26M | — | — |
| Q1 2025 | 1 | 0 | 228.60K | $5.71M | — | — |
| Q4 2024 | 1 | 0 | 50.69K | $1.25M | — | — |
| Q3 2024 | 1 | 0 | 85.82K | $2.21M | — | — |
| Q2 2024 | 1 | — | 49.46K | $1.21M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.91M | +11.7% | $73.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.82M | -7.1% | $71.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.44M | +5.2% | $61.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.17M | +21.4% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.02M | +2.7% | $25.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.01M | -43.4% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 868.52K | +13.4% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 854.04K | +2.5% | $21.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 725.26K | +20.5% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 519.72K | +1.3% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 510.12K | -10.5% | $12.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | LPL Financial LLC | 509.93K | +38.5% | $12.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 241.09K | +36.9% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 186.43K | 新增 | $4.71M | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 182.44K | +81.5% | $4.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 168.66K | +116.5% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 152.90K | +11.9% | $3.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 141.34K | -0.9% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 118.34K | +25.3% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 95.72K | 新增 | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 91.03K | +60.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 78.36K | +1.8% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 73.39K | -23.2% | $1.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 71.37K | +4.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 31.16K | 新增 | $787,413 | 0.0% | New | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 28.38K | -56.9% | $717,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Captrust Financial Advisors | 27.31K | +1.3% | $690,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 23.70K | 新增 | $598,773 | 0.0% | New | 1 | SEC ↗ |
| 40 | Creative Planning | 21.54K | 新增 | $544,265 | 0.0% | New | 1 | SEC ↗ |
| 41 | Focus Partners Wealth | 18.30K | 0.0% | $462,366 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 16.80K | +24.8% | $420,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Truist Financial Corp | 12.48K | +1.4% | $315,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 10.06K | -10.8% | $254,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 9.25K | 新增 | $233,849 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 5.40K | 0.0% | $136,458 | 0.0% | Held | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 3.18K | +3045.5% | $79,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Barclays Plc | 805 | 新增 | $20,342 | 0.0% | New | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 589 | +0.9% | $14,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | BlackRock ✦ (被动) | 51 | 0.0% | $1,289 | 0.0% | Held | 4 | 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
| Susquehanna International… | $4.71M | 0.0% |
| Goldman Sachs Group | $2.42M | 0.0% |
| Citadel Advisors | $787,413 | 0.0% |
| Fifth Third Bancorp | $598,773 | 0.0% |
| Creative Planning | $544,265 | 0.0% |
| Jane Street Group, Llc | $233,849 | 0.0% |
| Barclays Plc | $20,342 | 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): 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
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