证券记录 · 已归档季度
IBTI
名称等待档案录入
44被追踪持有人
+5Δ持有人
27.28M持有股份
$607.77M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +12.8% ·
股份流向 +15.5% ·
净新建仓位 +11.4%
· 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.42M | +6.0% | $76.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.42M | -0.9% | $76.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.04M | +6.6% | $67.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 2.73M | +2.8% | $60.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Mercer Global Advisors Inc /Adv | 2.41M | +5.9% | $53.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.95M | +4.7% | $43.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 1.41M | +37.9% | $31.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.27M | +1299.0% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 1.04M | +22.1% | $23.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 940.68K | +25.6% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 802.85K | +65.8% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 750.30K | +6.3% | $16.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 677.53K | +138.1% | $15.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 575.05K | -2.0% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 554.90K | -0.3% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 385.04K | +10.5% | $8.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 324.31K | +36.0% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 306.13K | +2.5% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 285.03K | +38.2% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 123.64K | -6.0% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 108.33K | +3.6% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 102.92K | -22.1% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 90.17K | +2.1% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 83.22K | 新增 | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 65.43K | -15.6% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 60.77K | +134.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 50.33K | +42.1% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mariner, LLC | 49.71K | +0.4% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Susquehanna International Group, Llp | 40.04K | -37.0% | $892,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 39.04K | +56.1% | $869,973 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cibc World Market Inc. | 31.06K | +0.8% | $692,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 29.47K | -4.3% | $656,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 26.11K | +27.6% | $581,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 24.48K | +3.8% | $545,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jane Street Group, Llc | 19.91K | 新增 | $443,588 | 0.0% | New | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 19.36K | 0.0% | $431,510 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 18.14K | 新增 | $404,303 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 4.92K | 新增 | $109,521 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 3.05K | 0.0% | $67,963 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | Bank Of Montreal /Can/ | 1.73K | +0.6% | $38,517 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.11K | -0.4% | $24,733 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 63 | 0.0% | $1,404 | 0.0% | Held | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 7 | 新增 | $156 | 0.0% | New | 1 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 7 | 0.0% | $156 | 0.0% | Held | 2 | 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
| Citadel Advisors | $1.85M | 0.0% |
| Jane Street Group, Llc | $443,588 | 0.0% |
| Quantinno Capital Management… | $404,303 | 0.0% |
| Fifth Third Bancorp | $109,521 | 0.0% |
| JPMorgan Chase | $156 | 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): 249 持有人, 61.20M 股份, $1.34B 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: Q1 2026 ·
方法论 ·
通过API获取此数据