证券记录 · 已归档季度
ISCB
名称等待档案录入
30被追踪持有人
0Δ持有人
1.29M持有股份
$97.69M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.3% · 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 | 30 | 0 | 1.29M | $97.69M | — | — |
| Q1 2026 | 31 | 0 | 1.29M | $84.06M | +1 | −1 |
| Q4 2025 | 31 | 0 | 1.33M | $86.37M | — | — |
| Q3 2025 | 5 | 0 | 486.62K | $30.87M | — | — |
| Q2 2025 | 2 | 0 | 18.02K | $1.05M | — | — |
| Q1 2025 | 1 | 0 | 5.55K | $300,565 | — | — |
| Q4 2024 | 1 | 0 | 9.98K | $585,412 | — | — |
| Q3 2024 | 1 | 0 | 3.43K | $201,290 | — | — |
| Q2 2024 | 1 | — | 5.77K | $311,015 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 349.23K | -1.0% | $26.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 271.97K | +0.6% | $20.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 198.08K | +4.4% | $14.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 72.11K | +0.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 63.98K | +0.6% | $4.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 33.64K | -0.1% | $2.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 29.41K | 0.0% | $2.22M | 0.0% | Held | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 26.65K | 0.0% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 26.51K | -14.5% | $2.00M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 26.27K | -13.5% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 25.97K | -0.4% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 22.57K | +1.7% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 21.74K | -2.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 20.18K | -5.8% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 19.91K | +71.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 17.21K | -0.4% | $1.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 12.21K | +70.2% | $914,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 10.30K | +8.8% | $778,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 8.00K | 0.0% | $604,056 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 7.78K | +0.6% | $587,137 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Mariner, LLC | 6.48K | -3.1% | $489,061 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Lido Advisors, LLC | 5.96K | +0.3% | $449,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Creative Planning | 3.92K | 0.0% | $296,238 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 3.75K | -65.0% | $283,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 3.65K | 0.0% | $275,224 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 3.54K | +0.1% | $263,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Citigroup Inc | 2.11K | +0.7% | $159,360 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 778 | -12.8% | $58,745 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 143 | 0.0% | $10,798 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 3 | -96.7% | $254 | 0.0% | ▼ Trim | 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
| 本季度无新增被追踪买入方。 |
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): 85 持有人, 1.59M 股份, $103.60M 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