证券记录
IBDY
名称等待档案录入
33被追踪持有人
+1Δ持有人
12.09M持有股份
$311.22M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 +3.1% ·
股份流向 +6.3% ·
净新建仓位 +3.0%
— 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 Q2 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 | 33 | +1 | 12.09M | $311.22M | +2 | −1 |
| 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 | — |
| Q2 2025 | 1 | -1 | 49 | $1,269 | — | −1 |
| Q1 2025 | 1 | +1 | 70.06K | $1.79M | +1 | — |
| Q3 2024 | 1 | 0 | 106.25K | $2.80M | — | — |
| Q2 2024 | 1 | — | 42.14K | $1.06M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.34M | +3.3% | $60.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.34M | +3.3% | $60.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Us Bancorp \De\ | 863.84K | +7.4% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 863.84K | +7.4% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 738.62K | +18.6% | $19.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 738.41K | +32.7% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 738.41K | +32.7% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 716.88K | +7.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 716.88K | +7.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 679.81K | +5.3% | $17.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 679.81K | +5.3% | $17.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 616.60K | +15.4% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 516.08K | +1.4% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 434.89K | +2.8% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 388.88K | +7.2% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 261.00K | +11.5% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 261.00K | +11.5% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 227.09K | -23.4% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 204.58K | -25.8% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 187.68K | +109.8% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 128.95K | +13.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 128.61K | -4.1% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 125.68K | +40.0% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 66.00K | -80.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 43.99K | +12.3% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 43.09K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 16.57K | -1.4% | $426,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 14.53K | 新增 | $374,075 | 0.0% | New | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 12.06K | 新增 | $310,485 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 11.84K | +24.7% | $305,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 11.74K | +34.4% | $302,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Truist Financial Corp | 8.79K | 0.0% | $226,435 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 7.36K | -36.6% | $189,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 3.32K | -88.5% | $85,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 50 | 0.0% | $1,287 | 0.0% | Held | 5 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1 | -99.9% | $38 | 0.0% | ▼ Trim | 3 | 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
| Corient Private Wealth LP | $374,075 | 0.0% |
| Goldman Sachs Group | $310,485 | 0.0% |
已清仓
| Hrt Financial Lp | $265,000 | 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
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: Q2 2026 ·
方法论 ·
通过API获取此数据