证券记录 · 已归档季度
IBTH
名称等待档案录入
40被追踪持有人
-2Δ持有人
27.75M持有股份
$620.68M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 -4.8% ·
股份流向 +3.9% ·
净新建仓位 -5.0%
— 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 Q2 2026
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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.31M | +14.5% | $96.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.82M | +3.1% | $85.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.82M | +3.1% | $85.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 2.69M | +9.0% | $60.15M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 2.02M | +6.5% | $45.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.99M | -20.0% | $44.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.99M | -20.0% | $44.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 1.92M | +6.1% | $42.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.77M | -5.5% | $39.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 1.69M | -0.3% | $37.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 1.21M | -13.6% | $27.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 1.18M | +75.6% | $26.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 639.97K | +4.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 639.97K | +4.1% | $14.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 608.43K | +2.1% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 586.42K | +9.3% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 423.30K | +8.1% | $9.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 401.41K | +7.3% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Financial Engines Advisors L.L.C. | 335.89K | -1.9% | $7.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 325.76K | +12.1% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 284.75K | +3.6% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 284.75K | +3.6% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 241.75K | +7.6% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 202.09K | +3.0% | $4.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Cetera Investment Advisers | 187.97K | -0.7% | $4.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 166.07K | +22.3% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 152.63K | -4.3% | $3.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Sei Investments Co | 121.38K | 0.0% | $2.72M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Creative Planning | 94.28K | +34.5% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 63.57K | +24.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 57.30K | -22.3% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 53.79K | +4.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Lido Advisors, LLC | 53.79K | +4.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Mariner, LLC | 42.20K | -19.0% | $944,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cibc World Market Inc. | 31.21K | -0.5% | $698,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 30.76K | +28.5% | $688,124 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 24.25K | 0.0% | $542,382 | 0.0% | Held | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 22.06K | 0.0% | $493,482 | 0.0% | Held | 4 | SEC ↗ |
| 48 | Fifth Third Bancorp | 11.50K | 0.0% | $257,255 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 7.28K | 0.0% | $162,917 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.37K | 0.0% | $53,039 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.37K | 0.0% | $53,039 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.73K | +0.9% | $38,678 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Franklin Resources Inc | 456 | 0.0% | $10,201 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 34 | 0.0% | $769 | 0.0% | Held | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2 | +100.0% | $45 | 0.0% | ▲ Add | 2 | 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
| Jane Street Group, Llc | $587,150 | 曾为 0.0% |
| Citadel Advisors | $326,155 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据