证券记录
IFGL
名称等待档案录入
23被追踪持有人
0Δ持有人
730.53K持有股份
$16.29M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -8.3% · 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 185.11K | +4.4% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 127.97K | -0.4% | $2.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Cerity Partners LLC | 98.07K | -5.4% | $2.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 46.22K | +3.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 45.05K | +11.2% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 40.07K | +154.4% | $893,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 32.94K | -54.1% | $734,569 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Wealthfront Advisers LLC | 26.64K | -48.8% | $594,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 20.11K | -16.9% | $448,520 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Creative Planning | 18.53K | +15.6% | $413,311 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 17.01K | -2.9% | $379,348 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 16.90K | -3.8% | $376,870 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 16.14K | -58.4% | $359,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 13.61K | 0.0% | $303,535 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 9.52K | +3.0% | $212,186 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 9.28K | +99.3% | $208,251 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 4.35K | +5.6% | $96,983 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Blair William & Co/Il | 923 | 0.0% | $20,583 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citigroup Inc | 882 | 0.0% | $19,669 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 563 | -17.3% | $12,560 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fifth Third Bancorp | 446 | 0.0% | $9,946 | 0.0% | Held | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 172 | +212.7% | $3,859 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of Montreal /Can/ | 25 | 新增 | $558 | 0.0% | New | 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
| Bank Of Montreal /Can/ | $558 | 0.0% |
已清仓
| Cetera Investment Advisers | $299,384 | 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): 48 持有人, 2.73M 股份, $30.05M 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: Q2 2026 ·
方法论 ·
通过API获取此数据