证券记录 · 已归档季度
IBTL
名称等待档案录入
28被追踪持有人
+1Δ持有人
8.40M持有股份
$171.34M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 +19.1% ·
净新建仓位 +3.6%
— 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 Q1 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 | 31 | +4 | 9.84M | $198.69M | +5 | −1 |
| Q1 2026 | 28 | +1 | 8.40M | $171.34M | +4 | −3 |
| Q4 2025 | 27 | -1 | 7.05M | $144.76M | — | −1 |
| Q3 2025 | 6 | +2 | 898.46K | $18.48M | +2 | — |
| Q2 2025 | 1 | 0 | 14.54K | $298,132 | — | — |
| Q1 2025 | 1 | +1 | 26.25K | $533,642 | +1 | — |
| Q3 2024 | 1 | +1 | 75.75K | $1.58M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 2.96M | +20.9% | $60.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.96M | +20.9% | $60.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 857.87K | +112.0% | $17.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 788.86K | +2.0% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 788.86K | +2.0% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 717.09K | +8.4% | $14.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 652.47K | +37.4% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 366.99K | -2.1% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 357.98K | +4.8% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 293.26K | -14.6% | $5.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 232.83K | +6.1% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 210.73K | +5.5% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 161.56K | +33.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 161.56K | +33.8% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 121.29K | +104.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 110.41K | -18.5% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | LPL Financial LLC | 96.47K | +45.8% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 79.80K | +73.7% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Creative Planning | 78.52K | +3.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 57.68K | +0.9% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 57.44K | +1.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 34.21K | +21.8% | $697,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 33.22K | +34.1% | $677,692 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 31.60K | 新增 | $644,585 | 0.0% | New | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 27.96K | 新增 | $570,414 | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 23.64K | 0.0% | $482,169 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 17.93K | +1.2% | $365,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 14.59K | -24.7% | $297,619 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Lido Advisors, LLC | 9.95K | 新增 | $202,928 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 5.23K | 新增 | $106,707 | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.22K | 0.0% | $24,887 | 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
| Jane Street Group, Llc | $644,585 | 0.0% |
| Susquehanna International… | $570,414 | 0.0% |
| Lido Advisors, LLC | $202,928 | 0.0% |
| Fifth Third Bancorp | $106,707 | 0.0% |
已清仓
| Citadel Advisors | $1.60M | 曾为 0.0% |
| Bank Of Montreal /Can/ | $13,526 | 曾为 0.0% |
| JPMorgan Chase | $10,611 | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据