证券记录
IBTK
名称等待档案录入
36被追踪持有人
+2Δ持有人
16.93M持有股份
$330.81M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 +3.5% ·
净新建仓位 +5.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 36 | +2 | 16.93M | $330.81M | +2 | — |
| Q1 2026 | 35 | +1 | 17.20M | $339.13M | +2 | −1 |
| Q4 2025 | 34 | 0 | 12.74M | $252.86M | — | — |
| Q3 2025 | 5 | +1 | 442.43K | $8.79M | +1 | — |
| Q2 2025 | 2 | 0 | 244.88K | $4.86M | — | — |
| Q1 2025 | 1 | +1 | 64.46K | $1.27M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 3.15M | -15.6% | $61.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 3.15M | -15.6% | $61.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 2.86M | +7.9% | $55.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.03M | +10.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.03M | +10.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.03M | +10.7% | $39.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.38M | +9.5% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 1.35M | +77.1% | $26.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 1.06M | +49.5% | $20.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 709.15K | +3.2% | $13.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 665.37K | -3.9% | $13.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 496.61K | -0.8% | $9.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 496.61K | -0.8% | $9.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 496.61K | -0.8% | $9.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 483.01K | -19.2% | $9.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 483.01K | -19.2% | $9.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Raymond James Financial Inc | 426.45K | -47.5% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 426.45K | -47.5% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 426.45K | -47.5% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 396.13K | +1.0% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 356.94K | +12.0% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 284.90K | +11.5% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 272.86K | +8.6% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 169.59K | +23.0% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 159.42K | +2.2% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 109.11K | +13.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 105.28K | +93.6% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 96.57K | -4.2% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 86.10K | -36.2% | $1.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 60.00K | +56.7% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 34.51K | -2.2% | $674,306 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 29.28K | +25.8% | $572,190 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Focus Partners Wealth | 29.08K | -29.9% | $568,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 27.35K | +5.1% | $534,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Jane Street Group, Llc | 25.78K | +66.0% | $503,800 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 25.77K | 新增 | $503,585 | 0.0% | New | 1 | SEC ↗ |
| 37 | Lido Advisors, LLC | 24.79K | +11.2% | $484,436 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 7.19K | +26.4% | $140,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 5.33K | +6.9% | $104,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 3.36K | 0.0% | $65,654 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.57K | -5.0% | $50,175 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 2.56K | +33.8% | $49,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 2.56K | +33.8% | $49,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 126 | 新增 | $2,462 | 0.0% | New | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 71 | 0.0% | $1,387 | 0.0% | Held | 3 | 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
| Creative Planning | $503,585 | 0.0% |
| Assetmark, Inc | $2,462 | 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): 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
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