证券记录 · 已归档季度
IDRV
名称等待档案录入
25被追踪持有人
0Δ持有人
1.09M持有股份
$41.40M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 +15.8% · 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 196 | $6,419 | +1 | −1 |
| Q2 2026 | 29 | +4 | 741.01K | $28.20M | +5 | −1 |
| Q1 2026 | 26 | +1 | 696.92K | $26.84M | +2 | −1 |
| Q4 2025 | 25 | 0 | 1.09M | $41.40M | n/a | n/a |
| Q3 2025 | 4 | 0 | 245.22K | $8.99M | n/a | n/a |
| Q2 2025 | 2 | 0 | 106.01K | $3.24M | n/a | n/a |
| Q1 2025 | 1 | 0 | 196.02K | $5.73M | n/a | n/a |
| Q4 2024 | 1 | +1 | 185.80K | $5.43M | +1 | n/a |
| Q2 2024 | 2 | n/a | 89.80K | $2.56M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 349.27K | n/a | $13.25M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | Citadel Advisors ✦ | 260.83K | +129.1% | $9.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 133.22K | +1.8% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 83.40K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Susquehanna International Group, Llp | 55.97K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 53.11K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 23.71K | n/a | $899,378 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 23.32K | n/a | $884,268 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 18.53K | n/a | $702,615 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 17.16K | n/a | $650,823 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealthfront Advisers LLC | 13.71K | n/a | $520,093 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 12.56K | n/a | $476,363 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 11.91K | n/a | $451,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Jones Financial Companies Lllp | 10.69K | n/a | $405,532 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 9.04K | n/a | $342,935 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Creative Planning | 6.35K | n/a | $240,946 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 5.64K | n/a | $213,983 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 849 | n/a | $32,217 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 740 | n/a | $28,066 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Fidelity (FMR) ✦ | 443 | 0.0% | $16,816 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 391 | n/a | $14,849 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 244 | n/a | $9,252 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cwm, Llc | 198 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 145 | n/a | $5,499 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 15 | -50.0% | $577 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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): 70 持有人, 991.36K 股份, $37.06M 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