证券记录 · 已归档季度
IBHI
名称等待档案录入
22被追踪持有人
+5Δ持有人
4.57M持有股份
$106.50M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +29.4% ·
股份流向 +8.9% ·
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 | Morgan Stanley ✦ | 1.40M | +7.3% | $32.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Northwestern Mutual Wealth… | 1.09M | +2.0% | $25.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 534.86K | -7.3% | $12.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 414.01K | -5.1% | $9.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 369.59K | +35.3% | $8.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 144.29K | +57.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 126.55K | +39.6% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Mercer Global Advisors Inc /Adv | 108.46K | +306.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 67.87K | -9.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 67.55K | +33.3% | $1.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 43.27K | +49.5% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 39.16K | -51.0% | $911,669 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 39.02K | +8.9% | $908,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 37.49K | +0.5% | $873,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Citadel Advisors ✦ | 29.52K | 新增 | $687,291 | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 17.10K | 新增 | $398,070 | 0.0% | New | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 16.54K | +1.9% | $385,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cerity Partners LLC | 10.34K | 新增 | $240,774 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 9.48K | +134.1% | $220,682 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank Of Montreal /Can/ | 2.09K | 新增 | $48,568 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 941 | 新增 | $21,900 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 902 | 0.0% | $21,001 | 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
| Citadel Advisors | $687,291 | 0.0% |
| Stifel Financial Corp | $398,070 | 0.0% |
| Cerity Partners LLC | $240,774 | 0.0% |
| Bank Of Montreal /Can/ | $48,568 | 0.0% |
| Fidelity (FMR) | $21,900 | 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): 90 持有人, 10.18M 股份, $235.03M 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