证券记录 · 已归档季度
IBHH
名称等待档案录入
25被追踪持有人
+6Δ持有人
4.50M持有股份
$105.51M报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +9.2% ·
净新建仓位 +20.0%
· 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 | 1.10M | +19.7% | $25.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 887.33K | +1.5% | $20.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 497.63K | -14.3% | $11.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 360.45K | +3.6% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 258.00K | +3.6% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Raymond James Financial Inc | 247.15K | +33.3% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 210.42K | +45.4% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 209.55K | +2.0% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 154.51K | -22.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 151.67K | +0.1% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 68.58K | 新增 | $1.61M | 0.0% | New | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 67.44K | +33.3% | $1.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 59.36K | +1.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 47.10K | -9.0% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 30.02K | 新增 | $704,452 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 26.49K | -5.7% | $621,725 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Cerity Partners LLC | 24.37K | 新增 | $571,900 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 23.91K | +89.5% | $561,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 19.62K | +108.5% | $460,467 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 19.19K | -39.7% | $450,471 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 17.91K | +15.7% | $420,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 11.25K | 新增 | $264,038 | 0.0% | New | 1 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 2.86K | 新增 | $67,096 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 912 | 新增 | $21,396 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 670 | 0.0% | $15,725 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $1.61M | 0.0% |
| Citadel Advisors | $704,452 | 0.0% |
| Cerity Partners LLC | $571,900 | 0.0% |
| Baird Financial Group, Inc. | $264,038 | 0.0% |
| National Bank Of Canada /Fi/ | $67,096 | 0.0% |
| Fidelity (FMR) | $21,396 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 100 持有人, 12.55M 股份, $291.03M 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