证券记录 · 已归档季度
IGOV
名称等待档案录入
46被追踪持有人
-1Δ持有人
4.96M持有股份
$206.74M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.1% ·
股份流向 -9.4% ·
净新建仓位 -2.2%
· 公式
广泛减持：持股数量下降，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 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 | 2 | 0 | 61.12K | $2.43M | n/a | n/a |
| Q2 2026 | 46 | +2 | 8.68M | $355.95M | +3 | −1 |
| Q1 2026 | 45 | -1 | 6.26M | $256.97M | +2 | −3 |
| Q4 2025 | 46 | -1 | 4.96M | $206.74M | n/a | −1 |
| Q3 2025 | 8 | +3 | 1.11M | $47.26M | +3 | n/a |
| Q2 2025 | 2 | +1 | 114.71K | $4.94M | +1 | n/a |
| Q1 2025 | 1 | -1 | 89.45K | $3.53M | n/a | −1 |
| Q4 2024 | 2 | +1 | 95.77K | $3.68M | +1 | n/a |
| Q3 2024 | 1 | 0 | 89.45K | $3.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.46K | $2.45M | 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 | Creative Planning | 1.43M | n/a | $59.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 484.23K | n/a | $20.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 251.23K | n/a | $10.47M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Mackenzie Financial Corp | 250.45K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 237.64K | n/a | $9.90M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 187.95K | -52.8% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Bank Of America Corp /De/ | 183.08K | n/a | $7.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 168.18K | n/a | $7.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 152.81K | n/a | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 145.31K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 132.64K | +4.7% | $5.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 123.71K | n/a | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 121.09K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 113.42K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 112.83K | -18.9% | $4.70M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 111.41K | -59.3% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Allianz Asset Management GmbH | 104.32K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 78.06K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Neuberger Berman Group LLC | 54.48K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 46.46K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 43.39K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 37.24K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 36.56K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Goldman Sachs Group ✦ | 33.52K | -51.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 30.43K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Manufacturers Life Insurance… | 30.34K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 30.21K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 28.32K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 24.58K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Bank Of Montreal /Can/ | 20.55K | n/a | $855,987 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Wealth Enhancement Advisory… | 20.06K | n/a | $836,176 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Julius Baer & Co. Ltd, Zurich | 18.41K | n/a | $767,184 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 16.17K | -80.9% | $673,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Invesco Ltd. | 15.73K | n/a | $655,437 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 14.56K | n/a | $606,383 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lazard Asset Management Llc | 13.73K | n/a | $571,908 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 13.66K | n/a | $569,098 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 13.36K | n/a | $556,494 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 9.68K | n/a | $403,435 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 6.61K | n/a | $275,508 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | DZ BANK AG Deutsche Zentral… | 5.31K | n/a | $221,215 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 5.12K | n/a | $213,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 2.26K | n/a | $94,027 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 1.06K | n/a | $44,368 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 846 | n/a | $35,269 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 241 | +64.0% | $10,033 | 0.0% | ▲ Add | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Renaissance Technologies | $775,320 | 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): 143 持有人, 10.79M 股份, $437.65M 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