证券记录 · 已归档季度
IGR
名称等待档案录入
31被追踪持有人
+2Δ持有人
24.08M持有股份
$105.72M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.9% ·
股份流向 -3.5% ·
净新建仓位 +6.5%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 ✦ | 8.86M | -9.2% | $38.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | UBS Group AG | 5.65M | -2.8% | $24.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.91M | +29.4% | $12.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 1.79M | -13.4% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 1.28M | +2.9% | $5.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 1.13M | +1.9% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 814.73K | +46.1% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 406.49K | +8.0% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 230.26K | +0.7% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 226.65K | +19.9% | $994,971 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 169.92K | -11.1% | $745,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 151.51K | -17.0% | $665,116 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 126.57K | -7.2% | $550,715 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Fifth Third Bancorp | 69.16K | +2205.3% | $303,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 60.36K | +4.4% | $267,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 37.56K | -14.2% | $164,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 29.13K | 新增 | $127,885 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 25.32K | 新增 | $111,159 | 0.0% | New | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 24.59K | +25.7% | $107,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 21.09K | -49.8% | $92,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 18.96K | 0.0% | $83,221 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Creative Planning | 14.34K | -23.5% | $62,962 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 10.52K | 新增 | $46,172 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 10.37K | +56.8% | $45,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 10.15K | -85.9% | $44,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 5.03K | -3.8% | $22,100 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | BlackRock ✦ (被动) | 2.42K | 新增 | $10,637 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.18K | 0.0% | $5,171 | 0.0% | Held | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.10K | -35.3% | $4,642 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 32 | n/a | $133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citigroup Inc | 2 | 0.0% | $9 | 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
| Balyasny Asset Management L.P. | $127,885 | 0.0% |
| Citadel Advisors | $111,159 | 0.0% |
| Focus Partners Wealth | $46,172 | 0.0% |
| BlackRock | $10,637 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.75M | 曾为 0.0% |
| Millennium Management | $723,681 | 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): 125 持有人, 35.46M 股份, $137.11M 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