证券记录 · 已归档季度
IGRO
名称等待档案录入
43被追踪持有人
+2Δ持有人
5.17M持有股份
$432.15M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 +4.9% ·
股份流向 +10.5% ·
净新建仓位 +4.7%
— 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 Q1 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 | 42 | 0 | 5.15M | $452.75M | +2 | −2 |
| Q1 2026 | 43 | +2 | 5.17M | $432.15M | +3 | −1 |
| Q4 2025 | 41 | +1 | 4.68M | $387.09M | +1 | — |
| Q3 2025 | 5 | 0 | 1.27M | $101.41M | — | — |
| Q2 2025 | 3 | 0 | 124.49K | $9.82M | — | — |
| Q1 2025 | 1 | 0 | 14.74K | $1.07M | — | — |
| Q4 2024 | 1 | 0 | 7.73K | $525,331 | — | — |
| Q3 2024 | 1 | +1 | 10.14K | $756,641 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 783.69K | +19.8% | $65.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 783.69K | +19.8% | $65.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 783.69K | +19.8% | $65.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 783.69K | +19.8% | $65.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 756.85K | -3.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 756.85K | -3.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 756.85K | -3.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 756.85K | -3.8% | $63.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 735.49K | +3.1% | $61.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 735.49K | +3.1% | $61.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 480.49K | +4.2% | $40.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 459.06K | +9.0% | $38.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 459.06K | +9.0% | $38.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 400.39K | +0.9% | $33.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 253.66K | +173.1% | $21.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 190.76K | +43.5% | $15.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 190.76K | +43.5% | $15.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 190.76K | +43.5% | $15.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 170.47K | -22.1% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 144.80K | +288.7% | $12.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 107.42K | +3.2% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 94.03K | +34.3% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 94.03K | +34.3% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 94.03K | +34.3% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 94.03K | +34.3% | $7.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 73.33K | +0.4% | $6.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 67.36K | -7.4% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 65.91K | -7.9% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 58.38K | -0.3% | $4.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 50.05K | +13.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 50.05K | +13.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 45.95K | -6.7% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 37.43K | -17.8% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Us Bancorp \De\ | 26.18K | -5.6% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 25.26K | +149.7% | $2.12M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Stifel Financial Corp | 21.91K | +7.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 21.91K | +7.2% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 19.12K | -1.6% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 16.45K | +5.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 14.85K | +23.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 14.85K | +23.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 13.72K | +393.9% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 11.51K | +11.0% | $964,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 7.10K | -63.7% | $594,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 7.06K | +14.6% | $591,165 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | First Manhattan Co. Llc. | 6.50K | 0.0% | $544,505 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 6.34K | +19.5% | $531,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 3.44K | 新增 | $287,834 | 0.0% | New | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 2.77K | -7.7% | $232,210 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Cerity Partners LLC | 2.60K | 新增 | $217,802 | 0.0% | New | 1 | SEC ↗ |
| 51 | Citigroup Inc | 2.28K | -9.8% | $190,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Franklin Resources Inc | 1.04K | -88.8% | $87,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Franklin Resources Inc | 1.04K | -88.8% | $87,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 725 | +163.6% | $60,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | BlackRock ✦ (被动) | 516 | -32.8% | $43,225 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 396 | +4.2% | $33,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 396 | +4.2% | $33,173 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Fifth Third Bancorp | 375 | 新增 | $31,414 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 50 | 0.0% | $4,189 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Cwm, Llc | 25 | +212.5% | $2,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Wells Fargo & Company/Mn | 0 | -100.0% | $7 | 0.0% | ▼ Trim | 2 | 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
| UBS AM, a distinct business… | $287,834 | 0.0% |
| Cerity Partners LLC | $217,802 | 0.0% |
| Fifth Third Bancorp | $31,414 | 0.0% |
已清仓
| Qube Research & Technologies… | $72,010 | 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): 219 持有人, 9.21M 股份, $732.45M 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: Q1 2026 ·
方法论 ·
通过API获取此数据