证券记录 · 已归档季度
IQDG
名称等待档案录入
37被追踪持有人
+2Δ持有人
9.01M持有股份
$361.59M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.7% ·
股份流向 -2.5% ·
净新建仓位 +5.4%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.30M | +1.5% | $92.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.67M | -12.1% | $67.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 888.09K | -13.8% | $35.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 776.24K | +4.9% | $31.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 691.46K | +24.8% | $27.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 636.68K | +5.3% | $25.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 599.31K | +0.9% | $24.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Captrust Financial Advisors | 311.90K | +71.6% | $12.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 205.73K | +23.0% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 142.77K | +2.6% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 121.09K | +6.9% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Corient Private Wealth LP | 117.01K | -47.6% | $4.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 112.88K | -18.7% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 14 | Raymond James Financial Inc | 109.37K | +22.3% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Jane Street Group, Llc | 82.09K | +235.2% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 46.59K | +0.7% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 42.64K | +1.8% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS AM, a distinct business unit of… | 16.41K | 新增 | $658,898 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 15.98K | -33.8% | $641,357 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 15.25K | -4.7% | $612,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cibc World Market Inc. | 14.72K | -2.8% | $591,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 14.49K | -94.4% | $581,709 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 13.65K | -5.6% | $531,487 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 10.37K | +9.8% | $416,088 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 10.26K | +2.1% | $411,706 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Fifth Third Bancorp | 9.11K | 新增 | $365,755 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 8.51K | -13.6% | $341,752 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Bank of New York Mellon Corp | 7.58K | +3.8% | $304,094 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | TD Waterhouse Canada Inc. | 5.97K | +15.1% | $244,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 3.67K | -0.5% | $147,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 3.50K | -12.4% | $140,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 1.57K | -48.4% | $63,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 794 | 0.0% | $31,871 | 0.0% | Held | 2 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 703 | 新增 | $28,218 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 360 | -37.0% | $14,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 208 | 0.0% | $8,349 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 145 | 0.0% | $5,651 | 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
| UBS AM, a distinct business… | $658,898 | 0.0% |
| Fifth Third Bancorp | $365,755 | 0.0% |
| BlackRock | $28,218 | 0.0% |
已清仓
| Citigroup Inc | $92,417 | 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): 144 持有人, 13.87M 股份, $555.30M 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