证券记录 · 已归档季度
IBMR
名称等待档案录入
26被追踪持有人
+1Δ持有人
6.66M持有股份
$169.47M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 +1.0% ·
净新建仓位 +3.8%
· 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 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 | Mercer Global Advisors Inc /Adv | 2.09M | n/a | $53.22M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.35M | n/a | $34.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | HighTower Advisors, LLC | 745.81K | n/a | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 391.32K | n/a | $9.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Us Bancorp \De\ | 384.86K | n/a | $9.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 298.55K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 238.00K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 194.63K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 163.60K | n/a | $4.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 136.58K | +66.7% | $3.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 107.08K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 101.04K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.01K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Assetmark, Inc | 66.34K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 64.12K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 53.09K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 38.49K | n/a | $978,772 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 32.20K | n/a | $818,973 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 32.02K | n/a | $814,205 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 29.68K | n/a | $754,738 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 23.25K | n/a | $591,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 19.74K | n/a | $502,064 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 15.06K | n/a | $382,950 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 12.74K | 新增 | $323,876 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.60K | n/a | $40,586 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 151 | 0.0% | $3,840 | 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
| Goldman Sachs Group | $323,876 | 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): 126 持有人, 13.76M 股份, $340.06M 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