证券记录 · 已归档季度
IBND
名称等待档案录入
26被追踪持有人
-1Δ持有人
1.78M持有股份
$57.26M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 -3.7% ·
股份流向 -5.7% ·
净新建仓位 -3.8%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
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 | 27 | -2 | 2.30M | $71.60M | +1 | −3 |
| Q1 2026 | 29 | +3 | 2.77M | $86.09M | +6 | −3 |
| Q4 2025 | 26 | -1 | 1.78M | $57.26M | — | −1 |
| Q3 2025 | 5 | -1 | 536.36K | $17.32M | — | −1 |
| Q2 2025 | 3 | 0 | 228.12K | $7.43M | — | — |
| Q1 2025 | 2 | -1 | 230.30K | $6.79M | — | −1 |
| Q4 2024 | 3 | +1 | 241.87K | $6.86M | +1 | — |
| Q3 2024 | 1 | 0 | 46.20K | $1.41M | — | — |
| Q2 2024 | 1 | — | 58.30K | $1.67M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 299.48K | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 251.90K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 251.90K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 206.32K | -24.1% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (被动) | 203.65K | +7.2% | $6.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 142.70K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 142.70K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 119.14K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 119.14K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 119.14K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 92.92K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 91.87K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 71.18K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 71.18K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | First Trust Advisors Lp | 53.37K | — | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 36.41K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 32.94K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 32.94K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 28.84K | — | $926,041 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 26.30K | — | $844,338 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 24.25K | — | $778,507 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 23.49K | — | $754,200 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Nomura Asset Management Co Ltd | 22.35K | — | $717,691 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.69K | -49.2% | $567,994 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 16.72K | — | $536,763 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 11.72K | — | $376,342 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.49K | — | $208,463 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.68K | +996.7% | $53,877 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 759 | — | $24,371 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 460 | — | $14,761 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 293 | — | $9,408 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 195 | — | $6,261 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $1.28M | 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): 125 持有人, 9.74M 股份, $293.25M 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: Q4 2025 ·
方法论 ·
通过API获取此数据