证券记录 · 已归档季度
IGBH
名称等待档案录入
18被追踪持有人
-1Δ持有人
2.25M持有股份
$54.46M报告持仓市值
+2新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 -5.3% ·
股份流向 +30.0% ·
净新建仓位 -5.6%
· 公式
集中增持:持股数量上升,持有人数量减少
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 917.54K | +65.3% | $22.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 635.20K | +183.4% | $15.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 164.83K | +53.0% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 156.25K | +46.8% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Truist Financial Corp | 114.66K | +102.9% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 69.66K | +627.0% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 64.41K | +257.3% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 56.45K | 新增 | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 37.53K | 新增 | $907,524 | 0.0% | New | 1 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 14.46K | +43.5% | $349,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 10.70K | +6.5% | $258,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 5.57K | 0.0% | $135,000 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 2.47K | -45.3% | $59,231 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Northwestern Mutual Wealth… | 2.06K | 0.0% | $49,811 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 294 | 0.0% | $7,109 | 0.0% | Held | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 110 | 0.0% | $2,660 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 95 | -12.8% | $2,289 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | n/a | $1 | 0.0% | Held | 2 | SEC ↗ |
"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
| Mml Investors Services, Llc | $1.37M | 0.0% |
| Citadel Advisors | $907,524 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $1.36M | 曾为 0.0% |
| Goldman Sachs Group | $506,688 | 曾为 0.0% |
| Assetmark, Inc | $690 | 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, 3.18M 股份, $74.95M 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: Q1 2026 ·
方法论 ·
通过API获取此数据