证券记录 · 已归档季度
IMAR
名称等待档案录入
17被追踪持有人
+8Δ持有人
871.07K持有股份
$25.29M报告持仓市值
+8新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 15.12K | $457,864 | n/a | n/a |
| Q2 2026 | 15 | -1 | 885.11K | $26.95M | +1 | −3 |
| Q1 2026 | 17 | +8 | 871.07K | $25.29M | +8 | n/a |
| Q4 2025 | 9 | -1 | 218.10K | $6.51M | n/a | −1 |
| Q3 2025 | 1 | 0 | 16.04K | $464,915 | n/a | n/a |
| Q2 2025 | 1 | 0 | 7.95K | $224,126 | n/a | n/a |
| Q1 2025 | 1 | 0 | 11.82K | $312,692 | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.83K | $221,954 | n/a | n/a |
| Q3 2024 | 1 | 0 | 12.77K | $344,806 | n/a | n/a |
| Q2 2024 | 1 | n/a | 12.63K | $324,593 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 270.77K | 新增 | $7.86M | 0.0% | New | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 98.03K | +88.6% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 70.20K | 新增 | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 65.93K | 新增 | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 55.90K | +8.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 53.90K | +106.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 52.49K | +191.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 32.81K | 新增 | $952,606 | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 27.36K | 新增 | $794,163 | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 26.95K | +156.0% | $782,311 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Captrust Financial Advisors | 23.00K | 0.0% | $667,681 | 0.0% | Held | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 22.76K | +237.7% | $660,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 16.70K | 0.0% | $485,000 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 14.59K | 新增 | $423,658 | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 14.47K | 新增 | $420,087 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 14.45K | +7.4% | $419,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 10.75K | 新增 | $314,173 | 0.0% | New | 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
| Creative Planning | $7.86M | 0.0% |
| Envestnet Asset Management Inc | $2.04M | 0.0% |
| Mml Investors Services, Llc | $1.91M | 0.0% |
| Cerity Partners LLC | $952,606 | 0.0% |
| LPL Financial LLC | $794,163 | 0.0% |
| Citadel Advisors | $423,658 | 0.0% |
| Raymond James Financial Inc | $420,087 | 0.0% |
| Wealth Enhancement Advisory… | $314,173 | 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): 63 持有人, 1.78M 股份, $50.90M 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