证券记录
IBHI
名称等待档案录入
20被追踪持有人
-1Δ持有人
5.72M持有股份
$133.89M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 +25.2% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 1.69M | +54.4% | $39.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.56M | +11.0% | $36.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 515.40K | -3.6% | $12.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 488.75K | +32.2% | $11.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 442.89K | +7.0% | $10.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (被动) | 185.49K | +174.6% | $4.34M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Raymond James Financial Inc | 152.59K | +5.8% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 146.39K | +238.3% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 132.70K | +4.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Mercer Global Advisors Inc /Adv | 120.18K | +10.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 59.89K | 新增 | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 12 | Lido Advisors, LLC | 44.83K | -34.0% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 43.55K | +11.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 36.95K | -1.4% | $865,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Cetera Investment Advisers | 31.78K | -18.6% | $743,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 21.12K | +122.9% | $494,133 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 19.42K | +13.6% | $454,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 16.54K | 0.0% | $386,847 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 11.09K | -62.4% | $259,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 10.36K | +0.2% | $242,403 | 0.0% | ▲ Add | 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
| Jane Street Group, Llc | $1.40M | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $48,568 | 曾为 0.0% |
| Fidelity (FMR) | $21,900 | 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): 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
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