证券记录 · 已归档季度
IOCT
名称等待档案录入
18被追踪持有人
+1Δ持有人
1.48M持有股份
$52.00M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +5.9% ·
股份流向 +16.7% ·
净新建仓位 +5.6%
— 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 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 | 17 | 0 | 1.39M | $51.55M | +1 | −1 |
| Q1 2026 | 18 | +1 | 1.48M | $52.00M | +4 | −3 |
| Q4 2025 | 17 | -1 | 1.27M | $44.32M | — | −1 |
| Q3 2025 | 1 | -1 | 5.67K | $193,744 | — | −1 |
| Q2 2025 | 1 | 0 | 15.48K | $508,818 | — | — |
| Q1 2025 | 1 | 0 | 12.39K | $379,631 | — | — |
| Q4 2024 | 1 | 0 | 8.97K | $262,764 | — | — |
| Q3 2024 | 1 | +1 | 12.83K | $395,002 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 431.97K | -2.9% | $15.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Creative Planning | 227.28K | 新增 | $7.97M | 0.0% | New | 1 | SEC ↗ |
| 3 | Us Bancorp \De\ | 163.10K | +21.6% | $5.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 103.42K | -26.0% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 103.42K | -26.0% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Focus Partners Wealth | 102.74K | -8.6% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 78.44K | -1.3% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 73.56K | -15.2% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 62.73K | 0.0% | $2.20M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Cwm, Llc | 49.99K | +2.5% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 42.61K | -3.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 42.61K | -3.6% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 42.26K | -2.9% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 37.77K | +8.9% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 36.47K | 新增 | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 12.94K | 0.0% | $453,512 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 10.89K | +32.8% | $381,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 7.20K | 新增 | $252,220 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 146 | 新增 | $5,117 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 91 | 0.0% | $3,190 | 0.0% | Held | 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
| Creative Planning | $7.97M | 0.0% |
| Susquehanna International… | $1.28M | 0.0% |
| Goldman Sachs Group | $252,220 | 0.0% |
| Northwestern Mutual Wealth… | $5,117 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $435,889 | 曾为 0.0% |
| Hrt Financial Lp | $214,000 | 曾为 0.0% |
| UBS Group AG | $9,342 | 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): 99 持有人, 3.91M 股份, $135.66M 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