证券记录 · 已归档季度
IBTO
名称等待档案录入
27被追踪持有人
0Δ持有人
3.59M持有股份
$88.10M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 +0.3% · 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 | Morgan Stanley ✦ | 923.09K | +6.9% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 413.70K | — | $10.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 395.94K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 307.34K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 249.28K | — | $6.12M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 170.53K | — | $4.19M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Truist Financial Corp | 134.35K | — | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 133.84K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 127.15K | — | $3.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Mercer Global Advisors Inc /Adv | 124.36K | — | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 107.75K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 91.25K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Bank Of America Corp /De/ | 81.72K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Lido Advisors, LLC | 50.21K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 49.47K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 44.25K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cwm, Llc | 34.84K | — | $856,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 28.85K | -63.8% | $708,436 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 25.69K | — | $630,920 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 23.60K | — | $579,473 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Financial Engines Advisors L.L.C. | 22.36K | — | $549,001 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 18.90K | +6.0% | $464,016 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 13.22K | — | $324,716 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 8.03K | — | $196,853 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 6.31K | — | $154,912 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.36K | — | $33,417 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 463 | — | $11,401 | 0.0% | n/c | 1 | 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
| 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): 84 持有人, 13.19M 股份, $318.25M 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: Q4 2025 ·
方法论 ·
通过API获取此数据