证券记录 · 已归档季度
IBTL
名称等待档案录入
27被追踪持有人
-1Δ持有人
7.05M持有股份
$144.76M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 0.0% ·
净新建仓位 -3.7%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 2.45M | n/a | $50.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 773.40K | n/a | $15.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 661.50K | -8.2% | $13.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 474.85K | n/a | $9.75M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 404.61K | n/a | $8.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 374.93K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 343.23K | n/a | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 341.74K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 219.41K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 199.75K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 135.45K | +93.7% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 120.72K | n/a | $2.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 78.18K | -5.7% | $1.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Creative Planning | 76.22K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 66.16K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 59.43K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 57.18K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Financial Engines Advisors L.L.C. | 56.55K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 45.95K | n/a | $943,170 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 28.08K | n/a | $576,257 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 24.77K | n/a | $508,302 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 23.64K | 0.0% | $485,149 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 19.38K | n/a | $397,748 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 17.70K | n/a | $363,376 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.22K | n/a | $25,041 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 659 | n/a | $13,526 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 517 | -50.0% | $10,611 | 0.0% | ▼ Trim | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Fidelity (FMR) | $5,533 | 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): 128 持有人, 21.12M 股份, $409.91M 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