证券记录 · 已归档季度
IPX
名称等待档案录入
21被追踪持有人
0Δ持有人
1.26M持有股份
$32.69M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -12.1% · 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 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 | 28 | +7 | 2.01M | $59.71M | +8 | −1 |
| Q1 2026 | 21 | 0 | 1.26M | $32.69M | +4 | −4 |
| Q4 2025 | 21 | +2 | 1.43M | $51.69M | +2 | — |
| Q3 2025 | 5 | +2 | 113.56K | $5.60M | +2 | — |
| Q2 2025 | 1 | — | 39.39K | $1.24M | — | — |
| Q4 2024 | 2 | +2 | 21.75K | $748,199 | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 646.48K | -22.2% | $16.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Millennium Management ✦ | 164.72K | +40.3% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 71.25K | -44.8% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Jane Street Group, Llc | 71.25K | -44.8% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 65.53K | -49.8% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 63.87K | +113.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 63.87K | +113.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 46.06K | +28.9% | $1.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 27.24K | 新增 | $709,434 | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 27.24K | 新增 | $709,434 | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 27.11K | 新增 | $705,866 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 27.11K | 新增 | $705,866 | 0.0% | New | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 24.56K | -49.2% | $639,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Hrt Financial Lp | 24.06K | 新增 | $626,000 | 0.0% | New | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 23.46K | +7.8% | $610,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 23.34K | -25.1% | $607,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 22.87K | +69.8% | $595,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 22.87K | +69.8% | $595,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 12.87K | +4.2% | $334,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 5.38K | +25.1% | $140,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 5.38K | +25.1% | $140,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Rhumbline Advisers | 3.79K | +0.1% | $98,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.11K | 0.0% | $50,670 | 0.0% | Held | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.11K | 0.0% | $50,670 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 706 | 0.0% | $16,344 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 169 | +43.2% | $4,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $885 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $885 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 11 | 新增 | $286 | 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
| Bank Of Montreal /Can/ | $709,434 | 0.0% |
| Bank Of Montreal /Can/ | $709,434 | 0.0% |
| Goldman Sachs Group | $705,866 | 0.0% |
| Goldman Sachs Group | $705,866 | 0.0% |
| Hrt Financial Lp | $626,000 | 0.0% |
| Assetmark, Inc | $286 | 0.0% |
已清仓
| Qube Research & Technologies… | $359,208 | 曾为 0.0% |
| Man Group plc | $257,275 | 曾为 0.0% |
| Bnp Paribas Financial Markets | $1,918 | 曾为 0.0% |
| Citigroup Inc | $36 | 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): 43 持有人, 4.32M 股份, $55.25M 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