证券记录 · 已归档季度

ISCG

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024

39被追踪持有人

0Δ持有人

5.82M持有股份

$317.38M报告持仓市值

+2新建仓位

−2清仓

Stable 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 0.0% · 股份流向 -1.9% · 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	35	-2	5.79M	$378.77M	+1	−4
Q1 2026	39	0	5.82M	$317.38M	+2	−2
Q4 2025	39	-1	5.93M	$329.29M	n/a	−1
Q3 2025	5	0	1.94M	$105.58M	n/a	n/a
Q2 2025	2	0	26.55K	$1.32M	n/a	n/a
Q1 2025	1	+1	40.02K	$1.80M	+1	n/a
Q2 2024	1	n/a	37.58K	$1.71M	n/a	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Focus Partners Wealth	955.72K	-1.9%	$52.37M	0.1%	▼ Trim	2	SEC ↗
2	JPMorgan Chase ✦	848.25K	-0.4%	$44.94M	0.0%	▼ Trim	3	SEC ↗ ×4
3	LPL Financial LLC	633.24K	-6.4%	$34.70M	0.0%	▼ Trim	2	SEC ↗
4	Osaic Holdings, Inc.	566.75K	-8.1%	$31.06M	0.0%	▼ Trim	2	SEC ↗ ×3
5	Northwestern Mutual Wealth…	541.34K	+4.2%	$29.67M	0.0%	▲ Add	2	SEC ↗
6	Cetera Investment Advisers	412.64K	+2.1%	$22.61M	0.0%	▲ Add	2	SEC ↗
7	Bank Of America Corp /De/	269.36K	+4.3%	$14.76M	0.0%	▲ Add	2	SEC ↗ ×2
8	Morgan Stanley ✦	260.12K	+20.3%	$14.25M	0.0%	▲ Add	3	SEC ↗ ×2
9	Ameriprise Financial Inc	251.28K	+70.3%	$13.77M	0.0%	▲ Add	2	SEC ↗ ×2
10	UBS Group AG	166.83K	-1.0%	$9.14M	0.0%	▼ Trim	2	SEC ↗
11	Wells Fargo & Company/Mn	165.29K	+3.2%	$9.06M	0.0%	▲ Add	2	SEC ↗ ×2
12	Raymond James Financial Inc	155.78K	-6.8%	$8.54M	0.0%	▼ Trim	2	SEC ↗ ×3
13	Mariner, LLC	140.55K	+11.2%	$7.70M	0.0%	▲ Add	2	SEC ↗ ×2
14	HighTower Advisors, LLC	66.45K	+1.4%	$3.64M	0.0%	▲ Add	2	SEC ↗
15	Royal Bank Of Canada	64.86K	+61.8%	$3.55M	0.0%	▲ Add	2	SEC ↗ ×3
16	Commonwealth Equity Services, Llc	64.18K	-3.8%	$3.52M	0.0%	▼ Trim	2	SEC ↗
17	Captrust Financial Advisors	54.71K	+30.9%	$3.00M	0.0%	▲ Add	2	SEC ↗
18	Envestnet Asset Management Inc	31.99K	+22.4%	$1.75M	0.0%	▲ Add	2	SEC ↗
19	Mml Investors Services, Llc	25.27K	+7.7%	$1.38M	0.0%	▲ Add	2	SEC ↗
20	Creative Planning	21.48K	+1.1%	$1.18M	0.0%	▲ Add	2	SEC ↗
21	Stifel Financial Corp	15.46K	+9.6%	$847,426	0.0%	▲ Add	2	SEC ↗ ×2
22	Fidelity (FMR) ✦	12.49K	+44.9%	$684,279	0.0%	▲ Add	4	SEC ↗
23	Cwm, Llc	11.17K	-95.1%	$612,362	0.0%	▼ Trim	2	SEC ↗
24	Lido Advisors, LLC	11.12K	+0.3%	$609,557	0.0%	▲ Add	2	SEC ↗
25	Jones Financial Companies Lllp	10.80K	+25.2%	$579,468	0.0%	▲ Add	2	SEC ↗
26	Northern Trust Corp	10.48K	0.0%	$574,523	0.0%	▼ Trim	2	SEC ↗
27	Wealth Enhancement Advisory…	8.15K	+93.4%	$454,420	0.0%	▲ Add	2	SEC ↗
28	Financial Engines Advisors L.L.C.	7.96K	-3.0%	$436,153	0.0%	▼ Trim	2	SEC ↗
29	Cibc World Market Inc.	7.90K	0.0%	$433,084	0.0%	Held	2	SEC ↗
30	Jane Street Group, Llc	6.57K	新增	$359,926	0.0%	New	1	SEC ↗
31	Citigroup Inc	6.02K	+11.2%	$329,795	0.0%	▲ Add	2	SEC ↗
32	Susquehanna International Group, Llp	5.49K	+44.7%	$300,742	0.0%	▲ Add	2	SEC ↗
33	Fifth Third Bancorp	5.00K	新增	$274,147	0.0%	New	1	SEC ↗
34	Rockefeller Capital Management L.P.	2.79K	0.0%	$153,176	0.0%	▲ Add	2	SEC ↗ ×2
35	Blair William & Co/Il	1.06K	0.0%	$58,198	0.0%	Held	2	SEC ↗
36	Assetmark, Inc	866	-0.6%	$47,457	0.0%	▼ Trim	2	SEC ↗
37	Bank Of Montreal /Can/	186	0.0%	$10,193	0.0%	Held	2	SEC ↗
38	Qube Research & Technologies Ltd	174	-51.8%	$9,535	0.0%	▼ Trim	2	SEC ↗
39	Russell Investments Group, Ltd.	51	0.0%	$2,795	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

Jane Street Group, Llc	$359,926	0.0%
Fifth Third Bancorp	$274,147	0.0%

已清仓

Goldman Sachs Group	$1.96M	曾为 0.0%
Corient Private Wealth LP	$683,083	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): 157 持有人, 8.61M 股份, $461.24M 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。

CRM39共同持有人 T39共同持有人 VEU39共同持有人 BRK-B39共同持有人 OVV39共同持有人

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

☆ ISCG

新增买入方

已清仓

ISCG