证券记录 · 已归档季度
IBHG
名称等待档案录入
30被追踪持有人
+5Δ持有人
4.73M持有股份
$104.77M报告持仓市值
+6新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 +0.7% ·
净新建仓位 +16.7%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.14M | +25.1% | $25.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 799.69K | -2.7% | $17.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank of New York Mellon Corp | 400.71K | 新增 | $8.87M | 0.0% | New | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 397.41K | +3.3% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 334.89K | +59.1% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 325.36K | +17.6% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Cetera Investment Advisers | 263.30K | +1.1% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 248.89K | -0.2% | $5.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 217.17K | +12.9% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 92.07K | -63.4% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Lido Advisors, LLC | 83.01K | -10.9% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 71.00K | +33.3% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 49.75K | -21.0% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 42.43K | -44.5% | $938,957 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 32.67K | 新增 | $722,899 | 0.0% | New | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 31.80K | 新增 | $703,669 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 27.15K | -96.1% | $600,886 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Baird Financial Group, Inc. | 25.09K | +59.3% | $555,308 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 23.87K | +52.1% | $528,265 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 23.63K | 新增 | $522,954 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 23.55K | -46.5% | $521,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 18.91K | +14.8% | $418,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 13.38K | 0.0% | $296,055 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 12.44K | 新增 | $275,342 | 0.0% | New | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.85K | 0.0% | $239,048 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 10.35K | 0.0% | $229,023 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 6.06K | 新增 | $134,042 | 0.0% | New | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 3.01K | -42.5% | $66,296 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 1.84K | 0.0% | $40,719 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.03K | +1291.9% | $22,786 | 0.0% | ▲ Add | 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
| Bank of New York Mellon Corp | $8.87M | 0.0% |
| Jane Street Group, Llc | $722,899 | 0.0% |
| Cerity Partners LLC | $703,669 | 0.0% |
| Citadel Advisors | $522,954 | 0.0% |
| Envestnet Asset Management Inc | $275,342 | 0.0% |
| Fifth Third Bancorp | $134,042 | 0.0% |
已清仓
| Creative Planning | $517,118 | 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): 126 持有人, 11.90M 股份, $260.09M 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