证券记录 · 已归档季度
IBMS
名称等待档案录入
22被追踪持有人
+2Δ持有人
3.53M持有股份
$91.90M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +3.7% ·
净新建仓位 +9.1%
· 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 | 1.87M | n/a | $48.79M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 273.22K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Us Bancorp \De\ | 270.36K | n/a | $7.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 226.89K | n/a | $5.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Jane Street Group, Llc | 184.62K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 165.94K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 80.64K | 新增 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 62.24K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Assetmark, Inc | 54.31K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 49.08K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 43.74K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 40.15K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 39.75K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 36.70K | n/a | $956,282 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 32.22K | n/a | $839,575 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 20.78K | n/a | $542,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 19.55K | n/a | $509,421 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 19.11K | n/a | $498,032 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 18.01K | n/a | $469,317 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 14.94K | n/a | $389,232 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 2.05K | n/a | $53,343 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 64 | 0.0% | $1,668 | 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
| Morgan Stanley | $2.10M | 0.0% |
| Goldman Sachs Group | $1.14M | 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): 101 持有人, 8.52M 股份, $218.76M 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