证券记录 · 已归档季度
IBTK
名称等待档案录入
34被追踪持有人
0Δ持有人
12.74M持有股份
$252.86M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.4% · 净新建仓位 0.0% · 公式
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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.15M | n/a | $62.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Mercer Global Advisors Inc /Adv | 1.81M | n/a | $35.90M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.71M | n/a | $33.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cwm, Llc | 786.60K | n/a | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 748.67K | n/a | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 731.85K | n/a | $14.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | UBS Group AG | 586.58K | n/a | $11.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 448.61K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | BlackRock ✦ (被动) | 320.68K | +65.8% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 304.17K | +149.6% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 278.81K | n/a | $5.53M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 264.51K | n/a | $5.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 249.81K | n/a | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 232.86K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 196.73K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 157.41K | n/a | $3.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 141.58K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 112.25K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 96.56K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 70.45K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 57.19K | -37.3% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.87K | n/a | $890,703 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 42.82K | n/a | $849,758 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 41.23K | +227.1% | $818,249 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Captrust Financial Advisors | 30.88K | n/a | $612,708 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jane Street Group, Llc | 29.19K | n/a | $579,315 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 25.65K | n/a | $509,024 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 23.28K | 0.0% | $462,051 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 19.81K | n/a | $393,227 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 15.18K | n/a | $301,190 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 4.05K | n/a | $80,312 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.36K | n/a | $66,679 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 1.94K | n/a | $38,532 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 71 | n/a | $1,409 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
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): 172 持有人, 34.96M 股份, $675.91M 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: Q4 2025 ·
方法论 ·
通过API获取此数据