证券记录 · 已归档季度
IBDY
名称等待档案录入
33被追踪持有人
+6Δ持有人
11.50M持有股份
$297.19M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +22.2% ·
股份流向 +18.9% ·
净新建仓位 +18.2%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 150.34K | $3.69M | n/a | n/a |
| Q2 2026 | 32 | +1 | 11.35M | $292.21M | +2 | −2 |
| Q1 2026 | 33 | +6 | 11.50M | $297.19M | +7 | −1 |
| Q4 2025 | 27 | -2 | 9.67M | $252.84M | +1 | −3 |
| Q3 2025 | 5 | +1 | 1.90M | $49.80M | +1 | n/a |
| Q2 2025 | 1 | -1 | 49 | $1,269 | n/a | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | n/a |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | n/a | n/a |
| Q2 2024 | 1 | n/a | 42.14K | $1.06M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.26M | +13.6% | $58.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 1.93M | +8.1% | $49.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 804.02K | +4.8% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 668.87K | +12.7% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 645.51K | -12.4% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 623.05K | +15.6% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 556.38K | +15.2% | $14.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 534.16K | +7.0% | $13.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 508.73K | +1.4% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 423.19K | +8.8% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 362.79K | +249.3% | $9.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 333.59K | 新增 | $8.62M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mariner, LLC | 296.46K | +2.9% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Susquehanna International Group, Llp | 275.59K | 新增 | $7.12M | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 271.15K | +9.9% | $7.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Lido Advisors, LLC | 234.10K | +2.5% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 134.07K | +85.0% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 128.22K | -6.9% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 113.86K | +28.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 89.74K | +32.9% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 89.44K | 新增 | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 43.08K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 39.19K | -21.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 31.71K | +103.8% | $819,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 28.81K | 新增 | $740,603 | 0.0% | New | 1 | SEC ↗ ×2 |
| 26 | Creative Planning | 16.81K | 新增 | $434,513 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 11.62K | 新增 | $300,248 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 10.26K | 新增 | $265,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 9.50K | +29.0% | $243,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 8.79K | +4.2% | $227,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 8.74K | +73.0% | $225,862 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.15K | -11.1% | $29,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 50 | 0.0% | $1,293 | 0.0% | Held | 4 | 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
| Jane Street Group, Llc | $8.62M | 0.0% |
| Susquehanna International… | $7.12M | 0.0% |
| Citadel Advisors | $2.31M | 0.0% |
| JPMorgan Chase | $740,603 | 0.0% |
| Creative Planning | $434,513 | 0.0% |
| Fifth Third Bancorp | $300,248 | 0.0% |
| Hrt Financial Lp | $265,000 | 0.0% |
已清仓
| Barclays Plc | $497,157 | 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): 159 持有人, 27.04M 股份, $684.99M 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: Q1 2026 ·
方法论 ·
通过API获取此数据