证券记录 · 已归档季度
IBMP
名称等待档案录入
32被追踪持有人
-1Δ持有人
10.37M持有股份
$263.36M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 +0.9% ·
净新建仓位 -3.1%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.28M | n/a | $57.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 2.03M | n/a | $51.61M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.08M | n/a | $27.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 968.16K | n/a | $24.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Us Bancorp \De\ | 714.85K | n/a | $18.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 584.92K | +20.1% | $14.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 481.01K | n/a | $12.21M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Lido Advisors, LLC | 367.95K | n/a | $9.37M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 352.86K | n/a | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Northwestern Mutual Wealth… | 270.57K | n/a | $6.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 183.32K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 161.92K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 125.94K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 107.01K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 91.05K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 80.92K | n/a | $2.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 73.00K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 71.15K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 70.95K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 41.87K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 35.42K | n/a | $899,374 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 35.00K | n/a | $888,650 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 34.31K | n/a | $871,087 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Captrust Financial Advisors | 24.52K | n/a | $622,621 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 24.18K | n/a | $613,998 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 21.22K | n/a | $538,812 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 19.73K | n/a | $500,919 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 19.64K | n/a | $498,787 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 11.76K | n/a | $298,529 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.73K | n/a | $69,289 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 573 | -46.4% | $14,549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 150 | 0.0% | $3,809 | 0.0% | Held | 3 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $215,952 | 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): 185 持有人, 20.52M 股份, $508.15M 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: Q4 2025 ·
方法论 ·
通过API获取此数据