证券记录 · 已归档季度
ILCV
名称等待档案录入
42被追踪持有人
-1Δ持有人
4.78M持有股份
$441.67M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.3% ·
股份流向 -6.1% ·
净新建仓位 -2.4%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
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 | 45 | +1 | 4.35M | $441.11M | +3 | −3 |
| Q1 2026 | 46 | +4 | 4.37M | $406.72M | +6 | −2 |
| Q4 2025 | 42 | -1 | 4.78M | $441.67M | n/a | −1 |
| Q3 2025 | 6 | 0 | 1.05M | $94.47M | +1 | −1 |
| Q2 2025 | 3 | +1 | 20.27K | $1.69M | +1 | n/a |
| Q1 2025 | 1 | 0 | 9.39K | $764,897 | n/a | n/a |
| Q4 2024 | 1 | 0 | 4.99K | $404,009 | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.24K | $348,446 | n/a | n/a |
| Q2 2024 | 1 | n/a | 30.65K | $2.34M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 854.36K | n/a | $80.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | UBS Group AG | 536.83K | n/a | $50.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 399.90K | n/a | $37.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 394.43K | n/a | $37.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 360.37K | +0.2% | $34.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 280.54K | -50.4% | $26.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Northwestern Mutual Wealth… | 251.33K | n/a | $23.72M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 215.06K | n/a | $20.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 202.10K | n/a | $19.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 183.83K | n/a | $17.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Corient Private Wealth LP | 233.81K | n/a | $12.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 117.83K | n/a | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 117.68K | n/a | $11.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 114.04K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 91.53K | n/a | $8.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 82.45K | -16.7% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 59.82K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 59.75K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 37.69K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Baird Financial Group, Inc. | 26.00K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 22.04K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 17.93K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 16.64K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 14.95K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 11.70K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 10.24K | +8.7% | $966,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Lido Advisors, LLC | 9.91K | n/a | $892,026 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 7.53K | n/a | $710,625 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 7.08K | n/a | $667,596 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 6.82K | n/a | $643,441 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Focus Partners Wealth | 6.26K | n/a | $586,426 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 5.96K | 0.0% | $562,197 | 0.0% | Held | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 5.87K | n/a | $553,388 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 5.03K | n/a | $474,536 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | First Manhattan Co. Llc. | 5.00K | n/a | $471,800 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 4.30K | n/a | $405,654 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 2.36K | n/a | $222,446 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 2.20K | n/a | $207,969 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.03K | n/a | $97,380 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 208 | n/a | $19,627 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 98 | n/a | $9,239 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 65 | n/a | $6,156 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $932,787 | 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): 190 持有人, 8.61M 股份, $726.58M 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: Q4 2025 ·
方法论 ·
通过API获取此数据