证券记录 · 已归档季度
IMCV
名称等待档案录入
39被追踪持有人
+3Δ持有人
3.84M持有股份
$325.92M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +8.3% ·
股份流向 +7.0% ·
净新建仓位 +7.7%
· 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 | 10.76K | $1.01M | n/a | n/a |
| Q2 2026 | 40 | +3 | 4.05M | $370.45M | +3 | −1 |
| Q1 2026 | 39 | +3 | 3.84M | $325.92M | +3 | n/a |
| Q4 2025 | 36 | 0 | 3.59M | $294.62M | n/a | n/a |
| Q3 2025 | 5 | 0 | 681.27K | $54.74M | n/a | n/a |
| Q2 2025 | 2 | -1 | 4.91K | $372,673 | n/a | −1 |
| Q1 2025 | 1 | +1 | 2.89K | $214,335 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.45K | $663,557 | 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 | Morgan Stanley ✦ | 610.52K | +4.3% | $51.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 444.55K | -1.0% | $37.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 407.78K | +72.8% | $34.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 370.81K | +9.4% | $31.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 270.62K | -7.3% | $22.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 250.71K | -4.0% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 230.86K | +6.2% | $19.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 202.17K | -10.2% | $17.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | UBS Group AG | 195.31K | +0.9% | $16.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Envestnet Asset Management Inc | 126.59K | +7.0% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 124.40K | +27.8% | $10.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 109.81K | +13.9% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 97.44K | +4.4% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mariner, LLC | 57.14K | +1.6% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 45.06K | -3.4% | $3.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 44.78K | -2.2% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Creative Planning | 44.42K | 0.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 35.68K | +100.0% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 26.54K | -5.6% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 24.45K | +0.2% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 22.62K | +47.8% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Corient Private Wealth LP | 16.29K | -53.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 13.45K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.23K | -36.3% | $956,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 10.34K | +83.9% | $865,053 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 8.09K | +2.2% | $686,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 7.87K | -52.3% | $666,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 7.44K | 0.0% | $630,637 | 0.0% | Held | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 4.10K | +9.1% | $347,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 3.84K | 0.0% | $325,323 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 3.71K | -1.2% | $314,304 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 3.47K | 0.0% | $293,868 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 3.26K | -11.9% | $276,656 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Jane Street Group, Llc | 3.06K | 新增 | $259,190 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 2.79K | 新增 | $236,428 | 0.0% | New | 1 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 1.50K | 0.0% | $127,179 | 0.0% | Held | 4 | SEC ↗ |
| 37 | Assetmark, Inc | 722 | +1.6% | $61,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 575 | +0.2% | $48,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 351 | 0.0% | $29,772 | 0.0% | Held | 2 | 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
| Fifth Third Bancorp | $1.14M | 0.0% |
| Jane Street Group, Llc | $259,190 | 0.0% |
| Mercer Global Advisors Inc… | $236,428 | 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): 172 持有人, 8.02M 股份, $655.14M 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
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