证券记录 · 已归档季度
ISCG
名称等待档案录入
35被追踪持有人
-2Δ持有人
5.79M持有股份
$378.77M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -5.4% ·
股份流向 +0.8% ·
净新建仓位 -8.6%
— 公式
集中积累 — 持股数量上升但持有人减少
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 912.08K | -4.6% | $59.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 841.94K | -0.7% | $54.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 690.46K | +9.0% | $45.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 560.18K | +3.5% | $36.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 553.10K | -2.4% | $36.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Cetera Investment Advisers | 410.07K | -0.6% | $26.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 316.43K | +25.9% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 276.45K | +2.6% | $18.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 262.78K | +1.0% | $17.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | UBS Group AG | 166.63K | -0.1% | $10.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 158.47K | +1.7% | $10.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Wells Fargo & Company/Mn | 154.38K | -6.6% | $10.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Mariner, LLC | 132.53K | -5.7% | $8.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 64.43K | +0.4% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 56.62K | -12.7% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 41.62K | -23.9% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 33.70K | +5.3% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 28.07K | +11.1% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 21.37K | -0.6% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 19.23K | +54.0% | $1.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Stifel Financial Corp | 16.18K | +4.7% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 12.65K | +17.1% | $813,854 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 10.48K | 0.0% | $687,121 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 9.59K | +17.7% | $612,074 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 7.93K | -0.4% | $519,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cibc World Market Inc. | 7.90K | 0.0% | $517,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 7.57K | 新增 | $495,929 | 0.0% | New | 1 | SEC ↗ |
| 28 | Citigroup Inc | 5.70K | -5.3% | $373,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 5.00K | 0.0% | $327,877 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 2.60K | -6.9% | $170,538 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Blair William & Co/Il | 1.06K | 0.0% | $69,603 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 866 | 0.0% | $56,758 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 186 | 0.0% | $12,190 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 155 | -10.9% | $10,159 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 46 | -9.8% | $3,015 | 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
| Quantinno Capital Management… | $495,929 | 0.0% |
已清仓
| HighTower Advisors, LLC | $3.64M | 曾为 0.0% |
| Lido Advisors, LLC | $609,557 | 曾为 0.0% |
| Jane Street Group, Llc | $359,926 | 曾为 0.0% |
| Susquehanna International… | $300,742 | 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
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