证券记录
IBTI
名称等待档案录入
39被追踪持有人
-4Δ持有人
26.21M持有股份
$580.21M报告持仓市值
+0新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -9.3% ·
股份流向 -1.2% ·
净新建仓位 -10.3%
— 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 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 | 39 | -4 | 26.21M | $580.21M | — | −4 |
| Q1 2026 | 44 | +5 | 27.28M | $607.77M | +5 | — |
| Q4 2025 | 39 | -1 | 23.60M | $527.93M | — | −1 |
| Q3 2025 | 6 | +1 | 3.77M | $84.45M | +1 | — |
| Q2 2025 | 3 | 0 | 231.70K | $5.18M | — | — |
| Q1 2025 | 1 | +1 | 125.47K | $2.79M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.47M | +1.5% | $76.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Focus Partners Wealth | 3.43M | +0.2% | $75.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.06M | +12.1% | $67.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.06M | +12.1% | $67.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 2.64M | +9.7% | $58.41M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.91M | -37.0% | $42.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.91M | -37.0% | $42.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.82M | -6.4% | $40.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.38M | -2.1% | $30.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.38M | -2.1% | $30.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.34M | +5.5% | $29.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 1.19M | +76.2% | $26.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | LPL Financial LLC | 1.11M | +6.7% | $24.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 804.73K | +0.2% | $17.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 804.73K | +0.2% | $17.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 557.39K | +0.5% | $12.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 547.01K | -4.9% | $12.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 541.58K | -42.4% | $11.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 399.15K | +23.1% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 391.17K | +1.6% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 391.17K | +1.6% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 313.94K | +10.1% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 300.78K | -1.8% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 126.25K | +22.7% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 121.72K | -1.6% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 114.45K | +5.7% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 88.53K | -1.8% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 82.06K | +25.4% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Creative Planning | 66.53K | +70.4% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 64.17K | -22.9% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 57.37K | +14.0% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Cerity Partners LLC | 51.77K | -14.8% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 40.20K | -19.1% | $890,094 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 33.51K | +28.4% | $746,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 33.51K | +28.4% | $746,597 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 31.82K | +8.0% | $704,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 30.98K | +26.5% | $685,632 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cibc World Market Inc. | 30.91K | -0.5% | $684,370 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 24.86K | +28.4% | $550,511 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fifth Third Bancorp | 24.07K | +389.6% | $532,799 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.05K | 0.0% | $67,527 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 3.05K | 0.0% | $67,527 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 2.30K | +32.9% | $50,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 2.30K | +32.9% | $50,871 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.13K | +1.8% | $25,017 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 63 | 0.0% | $1,395 | 0.0% | Held | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 7 | 0.0% | $155 | 0.0% | Held | 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
| Susquehanna International… | $892,234 | 曾为 0.0% |
| Jane Street Group, Llc | $443,588 | 曾为 0.0% |
| Quantinno Capital Management… | $404,303 | 曾为 0.0% |
| Rockefeller Capital… | $156 | 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): 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
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