证券记录
IBHH
名称等待档案录入
24被追踪持有人
+1Δ持有人
4.74M持有股份
$111.30M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 +4.3% ·
股份流向 +14.6% ·
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 | Northwestern Mutual Wealth… | 1.39M | +57.0% | $32.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.13M | +3.2% | $26.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 343.20K | -31.0% | $8.07M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 301.61K | +22.0% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 273.26K | +5.9% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 235.13K | +12.2% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 197.39K | -6.2% | $4.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | BlackRock ✦ (被动) | 184.27K | +173.2% | $4.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Cetera Investment Advisers | 144.10K | -5.0% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 132.52K | -14.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 99.58K | +45.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 64.82K | +9.2% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 47.61K | +79.8% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Lido Advisors, LLC | 40.73K | -13.5% | $957,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 27.07K | +13.2% | $636,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 22.26K | -8.6% | $523,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 18.03K | +0.7% | $423,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 17.45K | +55.1% | $410,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 16.20K | 新增 | $380,677 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 15.07K | -21.5% | $354,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 13.48K | -55.1% | $316,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 11.96K | -39.0% | $281,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 2.35K | 新增 | $55,108 | 0.0% | New | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 418 | -85.4% | $9,806 | 0.0% | ▼ Trim | 2 | 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
| Focus Partners Wealth | $380,677 | 0.0% |
| Bank Of Montreal /Can/ | $55,108 | 0.0% |
已清仓
| HighTower Advisors, LLC | $8.46M | 曾为 0.0% |
| Fidelity (FMR) | $21,396 | 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): 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
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