证券记录 · 已归档季度
IBTH
名称等待档案录入
39被追踪持有人
-2Δ持有人
24.10M持有股份
$541.46M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.9% ·
股份流向 +0.8% ·
净新建仓位 -5.1%
— 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 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 | 40 | -2 | 27.75M | $620.68M | — | −2 |
| Q1 2026 | 43 | +4 | 27.27M | $611.75M | +4 | — |
| Q4 2025 | 39 | -2 | 24.10M | $541.46M | — | −2 |
| Q3 2025 | 6 | +2 | 3.74M | $84.33M | +2 | — |
| Q2 2025 | 2 | 0 | 332.76K | $7.48M | — | — |
| Q1 2025 | 1 | +1 | 225.29K | $5.05M | +1 | — |
| Q3 2024 | 1 | +1 | 58.73K | $1.33M | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.60M | +2.7% | $80.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.52M | — | $79.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.52M | — | $56.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.52M | — | $56.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 2.28M | — | $51.18M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 1.75M | — | $39.26M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.73M | — | $38.97M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 1.41M | — | $31.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 1.28M | — | $28.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 638.02K | — | $14.34M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 612.83K | — | $13.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 601.40K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 601.40K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 541.95K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 453.18K | — | $10.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Financial Engines Advisors L.L.C. | 340.20K | — | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 323.08K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 291.95K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Stifel Financial Corp | 291.95K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 282.89K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 277.75K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 273.88K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 266.27K | — | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 190.91K | — | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 185.75K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 181.79K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 133.15K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 78.98K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 78.98K | — | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 61.45K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 51.40K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 41.98K | — | $945,387 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 31.97K | +253.2% | $718,388 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Cibc World Market Inc. | 31.32K | — | $703,850 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 30.60K | — | $687,515 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 23.45K | — | $527,034 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 22.37K | — | $502,654 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 22.06K | +6.9% | $495,688 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 7.00K | — | $157,309 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Us Bancorp \De\ | 2.37K | — | $53,276 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.37K | — | $53,276 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 1.70K | — | $38,258 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 1.00K | — | $22,470 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Franklin Resources Inc | 456 | — | $10,246 | 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 | $745,457 | 曾为 0.0% |
| Fidelity (FMR) | $44,016 | 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): 310 持有人, 78.01M 股份, $1.72B 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