证券记录
IMCV
名称等待档案录入
41被追踪持有人
+3Δ持有人
4.06M持有股份
$370.77M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 +7.9% ·
股份流向 +5.6% ·
净新建仓位 +7.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 41 | +3 | 4.06M | $370.77M | +3 | — |
| Q1 2026 | 39 | +3 | 3.84M | $325.92M | +3 | — |
| Q4 2025 | 36 | 0 | 3.59M | $294.62M | — | — |
| Q3 2025 | 5 | 0 | 681.27K | $54.74M | — | — |
| Q2 2025 | 2 | -1 | 4.91K | $372,673 | — | −1 |
| Q1 2025 | 1 | +1 | 2.89K | $214,335 | +1 | — |
| Q2 2024 | 1 | — | 9.45K | $663,557 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 612.28K | +0.3% | $55.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 487.50K | +19.6% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 487.50K | +19.6% | $44.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 467.94K | +5.3% | $42.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 467.94K | +5.3% | $42.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 434.28K | +17.1% | $39.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 257.45K | -4.9% | $23.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 247.96K | -1.1% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 247.96K | -1.1% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 234.85K | +1.7% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 203.10K | +0.5% | $18.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 203.10K | +0.5% | $18.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 191.89K | -1.8% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 191.89K | -1.8% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 125.53K | -0.8% | $11.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 122.94K | +11.9% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 104.20K | +6.9% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 57.33K | +0.3% | $5.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 54.25K | -56.4% | $4.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 48.59K | 新增 | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 48.59K | 新增 | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 45.46K | +2.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 44.92K | +0.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Captrust Financial Advisors | 43.73K | -3.0% | $4.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 39.00K | +1175.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 35.59K | -0.3% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 32.28K | +310.4% | $2.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 26.02K | -2.0% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 23.03K | -5.8% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 18.77K | +81.5% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 16.22K | -0.4% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 13.35K | -41.0% | $1.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Fifth Third Bancorp | 13.22K | -1.7% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 10.81K | -3.7% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Citigroup Inc | 8.31K | +2.7% | $759,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | First Manhattan Co. Llc. | 7.44K | 0.0% | $679,666 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 6.52K | 新增 | $595,987 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 4.95K | +33.6% | $452,515 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 4.05K | +45.1% | $369,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | HighTower Advisors, LLC | 3.50K | -14.6% | $319,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 3.47K | 0.0% | $316,714 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Us Bancorp \De\ | 3.14K | -3.8% | $286,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 3.14K | -3.8% | $286,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | BlackRock ✦ (被动) | 1.50K | 0.0% | $137,066 | 0.0% | Held | 5 | SEC ↗ |
| 53 | Assetmark, Inc | 724 | +0.3% | $66,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 576 | +0.2% | $52,591 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 331 | -5.7% | $30,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Allspring Global Investments… | 40 | 新增 | $3,710 | 0.0% | New | 1 | 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
| Susquehanna International… | $4.44M | 0.0% |
| Susquehanna International… | $4.44M | 0.0% |
| Nuveen, LLC | $595,987 | 0.0% |
| Allspring Global Investments… | $3,710 | 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
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