证券记录
IBHF
名称等待档案录入
29被追踪持有人
-2Δ持有人
7.96M持有股份
$180.27M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -6.5% ·
股份流向 -11.4% ·
净新建仓位 -6.9%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 29 | -2 | 7.96M | $180.27M | +3 | −5 |
| Q1 2026 | 32 | +3 | 8.99M | $206.28M | +4 | −1 |
| Q4 2025 | 29 | -1 | 10.45M | $241.16M | — | −1 |
| Q3 2025 | 5 | +1 | 1.68M | $39.23M | +1 | — |
| Q2 2025 | 1 | -1 | 34.44K | $800,064 | — | −1 |
| Q1 2025 | 1 | 0 | 55.48K | $1.29M | — | — |
| Q4 2024 | 1 | +1 | 56.46K | $1.31M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.23M | +8.9% | $50.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.35M | -18.9% | $30.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.35M | -18.9% | $30.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 799.08K | -21.7% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 799.08K | -21.7% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 706.65K | -15.9% | $16.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 706.65K | -15.9% | $16.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 658.09K | -1.0% | $14.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 508.90K | +1701.4% | $11.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Cetera Investment Advisers | 424.31K | +1.4% | $9.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 220.13K | -79.4% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 206.32K | +71.0% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 179.44K | -8.8% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 151.96K | -20.5% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 111.99K | +25.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 111.99K | +25.2% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 106.78K | -3.9% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 103.71K | -30.9% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 29.68K | +7.4% | $672,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 29.45K | +42.7% | $667,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 20.95K | 0.0% | $474,540 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mariner, LLC | 19.85K | 新增 | $449,598 | 0.0% | New | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 19.56K | +3.2% | $443,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 18.20K | -21.7% | $412,333 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 16.51K | -87.6% | $374,046 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 12.83K | 0.0% | $290,645 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 11.60K | +3.3% | $261,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 8.99K | 新增 | $203,737 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 8.74K | +0.6% | $197,913 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 4.77K | 0.0% | $107,973 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 2.38K | 新增 | $53,816 | 0.0% | New | 1 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 420 | -85.5% | $9,509 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 400 | 0.0% | $9,060 | 0.0% | Held | 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
| Mariner, LLC | $449,598 | 0.0% |
| Truist Financial Corp | $203,737 | 0.0% |
| Bank Of Montreal /Can/ | $53,816 | 0.0% |
已清仓
| BlackRock | $1.58M | 曾为 0.0% |
| Creative Planning | $287,472 | 曾为 0.0% |
| Bank of New York Mellon Corp | $200,063 | 曾为 0.0% |
| Fidelity (FMR) | $20,979 | 曾为 0.0% |
| JPMorgan Chase | $7,823 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据