证券记录
IBMS
名称等待档案录入
27被追踪持有人
+2Δ持有人
4.87M持有股份
$125.86M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +23.0% ·
净新建仓位 +7.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | Mercer Global Advisors Inc /Adv | 1.77M | +1.2% | $45.89M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 728.11K | +104.1% | $18.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 367.09K | +26.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Us Bancorp \De\ | 310.04K | +1.5% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 252.63K | +51.2% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 218.76K | +9.1% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 209.53K | +218.5% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 122.15K | -2.0% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 111.97K | +31.7% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Assetmark, Inc | 105.91K | +33.8% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 103.45K | +70.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 95.92K | -11.5% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 79.78K | +7.1% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 74.02K | 新增 | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 56.65K | +34.3% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 55.85K | +2.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 48.56K | +4.9% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 39.73K | +0.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 33.38K | +18.3% | $863,608 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 28.06K | +28.7% | $725,938 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 13.21K | -2.3% | $341,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 8.51K | 新增 | $220,257 | 0.0% | New | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 7.90K | 新增 | $204,425 | 0.0% | New | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 7.79K | 新增 | $201,450 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 7.76K | -39.9% | $200,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 4.43K | +98.2% | $114,733 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | BlackRock ✦ (被动) | 151 | 0.0% | $3,906 | 0.0% | Held | 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
| Mml Investors Services, Llc | $1.91M | 0.0% |
| Captrust Financial Advisors | $220,257 | 0.0% |
| Quantinno Capital Management… | $204,425 | 0.0% |
| Susquehanna International… | $201,450 | 0.0% |
已清仓
| Creative Planning | $315,875 | 曾为 0.0% |
| JPMorgan Chase | $249,879 | 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): 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
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