证券记录
IOCT
名称等待档案录入
17被追踪持有人
0Δ持有人
1.39M持有股份
$51.55M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.8% · 净新建仓位 0.0% — 公式
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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 428.17K | -0.9% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 217.73K | -4.2% | $8.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 143.01K | -12.3% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 126.72K | +22.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 126.72K | +22.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 126.72K | +22.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 88.92K | -13.4% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Captrust Financial Advisors | 78.44K | 0.0% | $2.90M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 70.81K | -3.7% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 59.52K | -5.1% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 44.20K | +4.6% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 42.04K | -1.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 42.04K | -1.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 40.87K | +8.2% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 18.27K | +67.7% | $675,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.90K | -61.9% | $514,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 12.94K | 0.0% | $478,614 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 7.98K | 新增 | $295,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 118 | -19.2% | $4,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 91 | 0.0% | $3,366 | 0.0% | Held | 3 | 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
| Hrt Financial Lp | $295,000 | 0.0% |
已清仓
| Goldman Sachs Group | $252,220 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据