证券记录 · 已归档季度
IEZ
名称等待档案录入
33被追踪持有人
+4Δ持有人
5.38M持有股份
$155.48M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.8% ·
股份流向 +30.0% ·
净新建仓位 +12.1%
— 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 | 35 | +3 | 2.87M | $77.30M | +8 | −5 |
| Q1 2026 | 33 | +4 | 5.38M | $155.48M | +6 | −2 |
| Q4 2025 | 29 | 0 | 1.76M | $36.80M | — | — |
| Q3 2025 | 4 | -1 | 502.04K | $9.68M | — | −1 |
| Q2 2025 | 2 | 0 | 61.22K | $1.04M | — | — |
| Q1 2025 | 1 | 0 | 15.57K | $303,674 | — | — |
| Q4 2024 | 1 | -1 | 13.76K | $272,665 | — | −1 |
| Q3 2024 | 2 | 0 | 60.04K | $1.21M | — | — |
| Q2 2024 | 2 | — | 32.16K | $716,314 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mml Investors Services, Llc | 1.07M | +4776.9% | $31.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.01M | +119.4% | $29.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 519.35K | +792.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 500.51K | +162.0% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 500.51K | +162.0% | $14.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 426.36K | +1381.0% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 426.36K | +1381.0% | $12.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 405.12K | +12300.2% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 405.12K | +12300.2% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 224.87K | +711.9% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 176.65K | +52.4% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 174.95K | -2.6% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 122.76K | +41.5% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 111.44K | +47.9% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 108.41K | 新增 | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 86.45K | +17.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 86.45K | +17.9% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 75.88K | 新增 | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 75.88K | 新增 | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 61.70K | +29.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 49.70K | +92.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 49.70K | +92.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 39.73K | 新增 | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 39.34K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 39.34K | -4.1% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 32.09K | 新增 | $929,150 | 0.0% | New | 1 | SEC ↗ |
| 32 | Amundi | 30.24K | 新增 | $875,361 | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 26.60K | +2.4% | $770,070 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 26.24K | 新增 | $759,677 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 16.70K | +184.9% | $497,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 15.86K | -21.1% | $291,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 8.41K | -20.0% | $243,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.32K | -85.7% | $239,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 2.30K | 0.0% | $66,585 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.58K | 0.0% | $45,625 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.20K | +1.3% | $34,608 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Cwm, Llc | 598 | +27.8% | $17,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 323 | +1304.3% | $9,351 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Allspring Global Investments… | 87 | 0.0% | $2,483 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 48 | -100.0% | $1,390 | 0.0% | ▼ Trim | 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
| HighTower Advisors, LLC | $3.14M | 0.0% |
| Marshall Wace | $2.20M | 0.0% |
| Marshall Wace | $2.20M | 0.0% |
| Citadel Advisors | $1.15M | 0.0% |
| Mariner, LLC | $929,150 | 0.0% |
| Amundi | $875,361 | 0.0% |
| Cetera Investment Advisers | $759,677 | 0.0% |
已清仓
| Group One Trading Llc | $15,277 | 曾为 0.0% |
| Qube Research & Technologies… | $5,113 | 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): 88 持有人, 9.25M 股份, $265.03M 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