证券记录
IGOV
名称等待档案录入
46被追踪持有人
+2Δ持有人
8.70M持有股份
$356.98M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 +30.0% ·
净新建仓位 +4.3%
— 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 Q2 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 | 46 | +2 | 8.70M | $356.98M | +3 | −1 |
| Q1 2026 | 45 | -1 | 6.26M | $256.97M | +2 | −3 |
| Q4 2025 | 46 | -1 | 4.96M | $206.74M | — | −1 |
| Q3 2025 | 8 | +3 | 1.11M | $47.26M | +3 | — |
| Q2 2025 | 2 | +1 | 114.71K | $4.94M | +1 | — |
| Q1 2025 | 1 | -1 | 89.45K | $3.53M | — | −1 |
| Q4 2024 | 2 | +1 | 95.77K | $3.68M | +1 | — |
| Q3 2024 | 1 | 0 | 89.45K | $3.74M | — | — |
| Q2 2024 | 1 | — | 63.46K | $2.45M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 2.88M | +2673.6% | $117.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Creative Planning | 1.81M | +18.1% | $74.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 1.81M | +18.1% | $74.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Neuberger Berman Group LLC | 437.64K | -1.6% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Neuberger Berman Group LLC | 437.64K | -1.6% | $17.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 342.39K | +11.1% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 342.39K | +11.1% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 334.83K | -33.5% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 334.83K | -33.5% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 334.83K | -33.5% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 293.98K | +6.4% | $12.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 293.98K | +6.4% | $12.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mackenzie Financial Corp | 250.45K | 0.0% | $10.28M | 0.0% | Held | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 236.74K | -1.2% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 236.74K | -1.2% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 236.74K | -1.2% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 199.19K | +24.0% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 177.19K | -53.7% | $7.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 176.24K | +9.0% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 146.28K | -49.2% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 140.14K | +0.2% | $5.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 140.14K | +0.2% | $5.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Jane Street Group, Llc | 124.39K | -53.5% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Northern Trust Corp | 120.04K | +9.0% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 113.99K | +1.0% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fisher Asset Management ✦ | 112.83K | 0.0% | $4.63M | 0.0% | Held | 9 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 109.85K | -53.7% | $4.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 109.85K | -53.7% | $4.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 109.85K | -53.7% | $4.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 109.85K | -53.7% | $4.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 109.85K | -53.7% | $4.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 89.16K | +455.0% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 89.16K | +455.0% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Allianz Asset Management GmbH | 67.92K | 0.0% | $2.79M | 0.0% | Held | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 62.33K | +2.8% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 50.02K | +2.3% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 37.64K | +20.1% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 37.43K | 0.0% | $1.54M | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 37.43K | 0.0% | $1.54M | 0.0% | Held | 3 | SEC ↗ |
| 40 | TD Waterhouse Canada Inc. | 34.33K | -2.0% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citigroup Inc | 33.60K | -14.8% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Manufacturers Life Insurance… | 30.34K | 0.0% | $1.24M | 0.0% | Held | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 29.96K | -5.9% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 27.38K | -40.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Lazard Asset Management Llc | 27.01K | -0.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 24.85K | +0.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 24.85K | +0.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 24.85K | +0.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Hrt Financial Lp | 23.95K | 新增 | $982,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 19.10K | +81.1% | $783,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Julius Baer & Co. Ltd, Zurich | 17.64K | +18.5% | $725,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Mariner, LLC | 17.38K | -1.1% | $712,918 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Cerity Partners LLC | 16.95K | -11.1% | $695,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Invesco Ltd. | 16.46K | +4.1% | $675,354 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Mml Investors Services, Llc | 9.31K | -1.4% | $382,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Us Bancorp \De\ | 8.40K | 新增 | $344,570 | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 7.85K | -4.9% | $322,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 7.85K | -4.9% | $322,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Fifth Third Bancorp | 6.61K | 0.0% | $271,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Qube Research & Technologies Ltd | 2.61K | 新增 | $107,129 | 0.0% | New | 1 | SEC ↗ |
| 61 | DZ BANK AG Deutsche Zentral… | 1.44K | 0.0% | $58,919 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 1.12K | +32.6% | $46,060 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Franklin Resources Inc | 1.06K | 0.0% | $43,697 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 969 | +321.3% | $39,769 | 0.0% | ▲ Add | 4 | 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
| Hrt Financial Lp | $982,000 | 0.0% |
| Us Bancorp \De\ | $344,570 | 0.0% |
| Qube Research & Technologies… | $107,129 | 0.0% |
已清仓
| Ameriprise Financial Inc | $1.06M | 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
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