证券记录
IHF
名称等待档案录入
48被追踪持有人
-4Δ持有人
8.87M持有股份
$490.84M报告持仓市值
+4新建仓位
−9清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 +30.0% ·
净新建仓位 -10.4%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 48 | -4 | 8.87M | $490.84M | +4 | −9 |
| Q1 2026 | 54 | +7 | 5.13M | $214.44M | +8 | −1 |
| Q4 2025 | 47 | +1 | 4.54M | $217.71M | +2 | −1 |
| Q3 2025 | 6 | -1 | 979.12K | $48.36M | +1 | −2 |
| Q2 2025 | 4 | -1 | 497.43K | $24.20M | — | −1 |
| Q1 2025 | 3 | -1 | 78.61K | $4.15M | — | −1 |
| Q4 2024 | 4 | +2 | 188.79K | $9.06M | +2 | — |
| Q3 2024 | 2 | -1 | 98.32K | $5.62M | — | −1 |
| Q2 2024 | 3 | — | 127.86K | $6.70M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.69M | +6578.5% | $148.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 2 | LPL Financial LLC | 1.66M | +649.0% | $91.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 858.92K | +6.0% | $47.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 4 | Royal Bank Of Canada | 484.62K | -15.6% | $26.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Bank Of America Corp /De/ | 426.24K | +9.5% | $23.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Tidal Investments LLC | 378.03K | 新增 | $20.92M | 0.1% | New | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 372.13K | +4.8% | $20.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 333.17K | +103.2% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 215.72K | -14.0% | $11.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Goldman Sachs Group ✦ | 187.44K | -15.5% | $10.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Cetera Investment Advisers | 178.67K | -9.8% | $9.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 147.43K | -4.3% | $8.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Raymond James Financial Inc | 142.45K | +162.6% | $7.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 123.05K | +7.1% | $6.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 107.66K | -7.8% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 106.85K | -4.5% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 56.63K | -7.8% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 50.02K | -85.7% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 40.02K | +5.5% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 36.54K | +5.9% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 30.03K | -70.3% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Creative Planning | 28.72K | -9.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 27.02K | -15.7% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 26.59K | -3.3% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 23.75K | -1.1% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 20.55K | -13.2% | $1.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 14.52K | -96.2% | $803,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Neuberger Berman Group LLC | 13.65K | 0.0% | $755,476 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 13.30K | +64.0% | $735,751 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 12.30K | -36.5% | $680,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 11.85K | -0.1% | $655,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 6.58K | -30.1% | $364,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | IMC-Chicago, LLC | 6.47K | -22.1% | $357,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 6.33K | 0.0% | $350,119 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 6.19K | 0.0% | $342,271 | 0.0% | Held | 2 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 5.24K | 0.0% | $299,118 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 4.65K | 新增 | $264,957 | 0.0% | New | 1 | SEC ↗ |
| 38 | Brown Advisory Inc | 4.17K | 新增 | $230,525 | 0.0% | New | 1 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 4.06K | -16.0% | $224,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 4.04K | 0.0% | $223,478 | 0.0% | Held | 5 | SEC ↗ |
| 41 | Fifth Third Bancorp | 3.96K | +10.1% | $218,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 2.42K | -14.3% | $133,622 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Barclays Plc | 2.23K | 0.0% | $123,109 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.99K | -1.6% | $110,272 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Kayne Anderson Rudnick Investment… | 1.04K | 新增 | $57,757 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 940 | 0.0% | $52,010 | 0.0% | Held | 3 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 250 | 0.0% | $13,825 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Blair William & Co/Il | 40 | -93.3% | $2,213 | 0.0% | ▼ Trim | 3 | 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
| Tidal Investments LLC | $20.92M | 0.1% |
| Wealth Enhancement Advisory… | $264,957 | 0.0% |
| Brown Advisory Inc | $230,525 | 0.0% |
| Kayne Anderson Rudnick… | $57,757 | 0.0% |
已清仓
| Citadel Advisors | $1.33M | 曾为 0.0% |
| Point72 Asset Management | $1.22M | 曾为 0.0% |
| HighTower Advisors, LLC | $1.22M | 曾为 0.0% |
| Mariner, LLC | $603,393 | 曾为 0.0% |
| Jane Street Group, Llc | $569,286 | 曾为 0.0% |
| Hrt Financial Lp | $427,000 | 曾为 0.0% |
| Citigroup Inc | $117,860 | 曾为 0.0% |
| Simplex Trading, Llc | $62,105 | 曾为 0.0% |
| Deutsche Bank Ag\ | $41,850 | 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): 193 持有人, 9.57M 股份, $393.62M 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