证券记录
IBDY
名称等待档案录入
32被追踪持有人
+1Δ持有人
11.35M持有股份
$292.21M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 +5.6% ·
净新建仓位 0.0%
— 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
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 |
| 2 | Bank Of America Corp /De/ | 2.14M | +10.8% | $55.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Us Bancorp \De\ | 863.84K | +7.4% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 738.41K | +32.7% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 716.88K | +7.2% | $18.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 679.81K | +5.3% | $17.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 616.60K | +15.4% | $15.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 516.08K | +1.4% | $13.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 434.89K | +2.8% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 388.88K | +7.2% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 372.49K | +37.4% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Lido Advisors, LLC | 261.00K | +11.5% | $6.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Mariner, LLC | 227.09K | -23.4% | $5.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 204.58K | -25.8% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 187.68K | +109.8% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 128.95K | +13.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 128.61K | -4.1% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 125.68K | +40.0% | $3.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 66.00K | -80.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 43.99K | +12.3% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 43.09K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 41.07K | +29.5% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Creative Planning | 16.57K | -1.4% | $426,723 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 14.53K | 新增 | $374,075 | 0.0% | New | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 12.06K | 新增 | $310,485 | 0.0% | New | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 11.84K | +24.7% | $305,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 11.74K | +34.4% | $302,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 8.79K | 0.0% | $226,435 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 7.36K | -36.6% | $189,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.32K | -88.5% | $85,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 50 | 0.0% | $1,287 | 0.0% | Held | 5 | SEC ↗ |
| 32 | 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
| HighTower Advisors, LLC | $16.11M | 曾为 0.0% |
| 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