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证券记录 · 已归档季度

ILCB

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44被追踪持有人
+3Δ持有人
3.03M持有股份
$272.41M报告持仓市值
+3新建仓位
−0清仓
Rising 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +7.3% · 股份流向 -1.0% · 净新建仓位 +6.8%公式
持股分散化 — 持有人增多,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
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 43 0 3.05M $315.76M +1 −1
Q1 2026 44 +3 3.03M $272.41M +3
Q4 2025 41 0 3.07M $280.77M
Q3 2025 5 0 970.68K $89.71M +1 −1
Q2 2025 2 0 26.66K $2.29M +1 −1
Q1 2025 1 -1 58.17K $4.49M −1
Q4 2024 2 +1 65.40K $5.31M +1
Q3 2024 1 0 6.31K $499,704
Q2 2024 1 32.74K $2.46M
持有人数量
持有人 · Q1 2026
#管理人股份Δ股份价值其权重持有
1 Ameriprise Financial Inc 506.88K -1.6% $45.55M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley 490.38K -10.4% $44.07M 0.0% ▼ Trim 3 SEC ↗
3 Morgan Stanley 490.38K -10.4% $44.07M 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 490.38K -10.4% $44.07M 0.0% ▼ Trim 3 SEC ↗
5 LPL Financial LLC 249.26K +1.1% $22.40M 0.0% ▲ Add 2 SEC ↗
6 Cetera Investment Advisers 218.65K +4.9% $19.65M 0.0% ▲ Add 2 SEC ↗
7 Wealth Enhancement Advisory… 168.69K +1.9% $15.29M 0.0% ▲ Add 2 SEC ↗
8 JPMorgan Chase 174.03K +1.2% $15.19M 0.0% ▲ Add 3 SEC ↗
9 JPMorgan Chase 174.03K +1.2% $15.19M 0.0% ▲ Add 3 SEC ↗
10 JPMorgan Chase 174.03K +1.2% $15.19M 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 151.82K +107.4% $13.64M 0.0% ▲ Add 2 SEC ↗
12 Osaic Holdings, Inc. 151.82K +107.4% $13.64M 0.0% ▲ Add 2 SEC ↗
13 Commonwealth Equity Services, Llc 120.67K -6.4% $10.84M 0.0% ▼ Trim 2 SEC ↗
14 Royal Bank Of Canada 117.73K +163.2% $10.58M 0.0% ▲ Add 2 SEC ↗
15 Royal Bank Of Canada 117.73K +163.2% $10.58M 0.0% ▲ Add 2 SEC ↗
16 Bank Of America Corp /De/ 114.12K +13.0% $10.25M 0.0% ▲ Add 2 SEC ↗
17 Bank Of America Corp /De/ 114.12K +13.0% $10.25M 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 97.94K -2.2% $8.80M 0.0% ▼ Trim 2 SEC ↗
19 UBS Group AG 97.94K -2.2% $8.80M 0.0% ▼ Trim 2 SEC ↗
20 Corient Private Wealth LP 95.91K -48.5% $8.62M 0.0% ▼ Trim 2 SEC ↗
21 Wells Fargo & Company/Mn 83.04K -1.6% $7.46M 0.0% ▼ Trim 2 SEC ↗
22 Wells Fargo & Company/Mn 83.04K -1.6% $7.46M 0.0% ▼ Trim 2 SEC ↗
23 Mercer Global Advisors Inc /Adv 63.34K -0.5% $5.69M 0.0% ▼ Trim 2 SEC ↗
24 Envestnet Asset Management Inc 39.08K +8.0% $3.51M 0.0% ▲ Add 2 SEC ↗
25 Raymond James Financial Inc 38.61K -64.9% $3.47M 0.0% ▼ Trim 2 SEC ↗
26 Raymond James Financial Inc 38.61K -64.9% $3.47M 0.0% ▼ Trim 2 SEC ↗
27 Goldman Sachs Group 29.39K -36.2% $2.64M 0.0% ▼ Trim 3 SEC ↗
28 Northwestern Mutual Wealth… 29.04K +11.3% $2.61M 0.0% ▲ Add 2 SEC ↗
29 Financial Engines Advisors L.L.C. 28.14K -0.5% $2.53M 0.0% ▼ Trim 2 SEC ↗
30 Fidelity (FMR) 24.70K +5.1% $2.22M 0.0% ▲ Add 4 SEC ↗
31 Cerity Partners LLC 23.56K +27.3% $2.12M 0.0% ▲ Add 2 SEC ↗
32 Cerity Partners LLC 23.56K +27.3% $2.12M 0.0% ▲ Add 2 SEC ↗
33 Cerity Partners LLC 23.56K +27.3% $2.12M 0.0% ▲ Add 2 SEC ↗
34 Mml Investors Services, Llc 21.81K -7.2% $1.96M 0.0% ▼ Trim 2 SEC ↗
35 Mariner, LLC 16.28K +5.1% $1.46M 0.0% ▲ Add 2 SEC ↗
36 Mariner, LLC 16.28K +5.1% $1.46M 0.0% ▲ Add 2 SEC ↗
37 HighTower Advisors, LLC 15.22K 0.0% $1.37M 0.0% Held 2 SEC ↗
38 Focus Partners Wealth 11.87K +0.1% $1.07M 0.0% ▲ Add 2 SEC ↗
39 Citigroup Inc 10.86K +0.3% $975,501 0.0% ▲ Add 2 SEC ↗
40 Citadel Advisors 10.65K 新增 $956,739 0.0% New 1 SEC ↗
41 Susquehanna International Group, Llp 10.34K +194.2% $928,883 0.0% ▲ Add 2 SEC ↗
42 Susquehanna International Group, Llp 10.34K +194.2% $928,883 0.0% ▲ Add 2 SEC ↗
43 Stifel Financial Corp 9.51K +2.3% $854,297 0.0% ▲ Add 2 SEC ↗
44 Cwm, Llc 8.32K 0.0% $747,905 0.0% Held 2 SEC ↗
45 Creative Planning 8.08K -0.4% $725,873 0.0% ▼ Trim 2 SEC ↗
46 Fifth Third Bancorp 7.97K +1432.7% $716,184 0.0% ▲ Add 2 SEC ↗
47 Baird Financial Group, Inc. 6.31K -0.1% $567,286 0.0% ▼ Trim 2 SEC ↗
48 AQR Capital Management 6.22K +36.4% $558,612 0.0% ▲ Add 3 SEC ↗
49 AQR Capital Management 6.22K +36.4% $558,612 0.0% ▲ Add 3 SEC ↗
50 UBS AM, a distinct business unit of… 6.20K 新增 $557,132 0.0% New 1 SEC ↗
51 Captrust Financial Advisors 4.67K 0.0% $419,825 0.0% ▲ Add 2 SEC ↗
52 Pnc Financial Services Group, Inc. 4.13K -5.8% $370,853 0.0% ▼ Trim 2 SEC ↗
53 Pnc Financial Services Group, Inc. 4.13K -5.8% $370,853 0.0% ▼ Trim 2 SEC ↗
54 Quantinno Capital Management LP 3.89K 新增 $349,783 0.0% New 1 SEC ↗
55 Jones Financial Companies Lllp 3.76K +3.2% $329,460 0.0% ▲ Add 2 SEC ↗
56 Blair William & Co/Il 1.53K +103.2% $137,306 0.0% ▲ Add 2 SEC ↗
57 Bank Of Montreal /Can/ 1.49K 0.0% $134,161 0.0% Held 2 SEC ↗
58 Us Bancorp \De\ 461 0.0% $41,425 0.0% Held 2 SEC ↗
59 Russell Investments Group, Ltd. 360 -91.9% $32,363 0.0% ▼ Trim 2 SEC ↗
60 Assetmark, Inc 89 -96.1% $7,998 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

Citadel Advisors $956,739 0.0%
UBS AM, a distinct business… $557,132 0.0%
Quantinno Capital Management… $349,783 0.0%

已清仓

本季度无被追踪的退出仓位。

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 180 持有人, 5.12M 股份, $455.14M 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