证券记录 · 已归档季度
IBHF
名称等待档案录入
29被追踪持有人
-1Δ持有人
10.45M持有股份
$241.16M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.3% ·
股份流向 +0.5% ·
净新建仓位 -3.4%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.94M | — | $44.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.88M | — | $43.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.65M | +23.6% | $38.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 1.12M | — | $25.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 1.07M | — | $24.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 729.37K | — | $16.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 420.48K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 368.75K | — | $8.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 222.29K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 215.21K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 174.67K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 154.30K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 130.24K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 125.31K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 51.66K | +50.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Creative Planning | 30.98K | — | $715,072 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 30.23K | — | $697,709 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 27.62K | — | $637,367 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.97K | +51.8% | $599,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 17.84K | — | $411,862 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 16.42K | — | $379,043 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 16.39K | — | $378,166 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 12.83K | — | $296,163 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 10.85K | — | $250,429 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 8.45K | — | $195,104 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 5.05K | — | $116,104 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cwm, Llc | 3.53K | — | $82,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.78K | +165.8% | $41,109 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 400 | — | $9,232 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $6.83M | 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): 180 持有人, 27.67M 股份, $624.66M 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: Q4 2025 ·
方法论 ·
通过API获取此数据