证券记录
IBMP
名称等待档案录入
33被追踪持有人
-1Δ持有人
10.45M持有股份
$265.53M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 -2.9% ·
股份流向 +2.0% ·
净新建仓位 -3.0%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 10.45M | $265.53M | +1 | −2 |
| Q1 2026 | 35 | +3 | 10.32M | $262.59M | +4 | −1 |
| Q4 2025 | 32 | -1 | 10.37M | $263.36M | — | −1 |
| Q3 2025 | 4 | -1 | 496.68K | $12.65M | — | −1 |
| Q2 2025 | 3 | 0 | 27.19K | $689,298 | — | — |
| Q1 2025 | 1 | 0 | 20.01K | $505,802 | — | — |
| Q4 2024 | 1 | +1 | 13.35K | $335,644 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.66M | +12.9% | $67.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.66M | +12.9% | $67.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.66M | +12.9% | $67.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 1.84M | +5.4% | $46.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.06M | +2.0% | $27.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.06M | +2.0% | $27.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 745.22K | +7.4% | $18.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Us Bancorp \De\ | 745.22K | +7.4% | $18.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 550.18K | -44.2% | $13.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Lido Advisors, LLC | 547.23K | -2.4% | $13.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 525.03K | +6.6% | $13.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 413.35K | +10.0% | $10.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 390.50K | -0.5% | $9.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 390.50K | -0.5% | $9.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 206.72K | +3.4% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 200.57K | -0.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 174.70K | +2.9% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 153.02K | +1.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 153.02K | +1.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 135.19K | +1.8% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 118.30K | +3.7% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Assetmark, Inc | 117.18K | +30.9% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 88.90K | +52.0% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 86.88K | +4.7% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 86.88K | +4.7% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 85.27K | -0.7% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 60.24K | -27.7% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 50.48K | +130.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 48.85K | +130.2% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 45.73K | +13.1% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 37.54K | +7.3% | $954,267 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 37.54K | +7.3% | $954,267 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 25.13K | -21.6% | $638,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 15.03K | +187.5% | $382,113 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 14.46K | +1.3% | $367,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 12.47K | +17.8% | $317,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 11.78K | 新增 | $299,524 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 8.30K | -58.9% | $211,088 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 7.55K | -41.4% | $191,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 4.82K | +1852.6% | $122,601 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 740 | +393.3% | $18,811 | 0.0% | ▲ Add | 5 | 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
| Susquehanna International… | $299,524 | 0.0% |
已清仓
| Quantinno Capital Management… | $234,302 | 曾为 0.0% |
| JPMorgan Chase | $8,185 | 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
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