证券记录 · 已归档季度
ISCV
名称等待档案录入
36被追踪持有人
+1Δ持有人
2.17M持有股份
$150.72M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.9% ·
股份流向 +6.4% ·
净新建仓位 +2.8%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 38 | +3 | 2.07M | $162.39M | +3 | — |
| Q1 2026 | 36 | +1 | 2.17M | $150.72M | +3 | −2 |
| Q4 2025 | 35 | +1 | 2.04M | $139.69M | +1 | — |
| Q3 2025 | 4 | -1 | 462.31K | $30.81M | — | −1 |
| Q2 2025 | 2 | -1 | 10.90K | $669,427 | — | −1 |
| Q1 2025 | 2 | +2 | 35.20K | $2.09M | +2 | — |
| Q3 2024 | 1 | 0 | 6.79K | $431,286 | — | — |
| Q2 2024 | 1 | — | 52.02K | $3.01M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 288.14K | +1.0% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 226.96K | -1.9% | $15.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 148.79K | +5.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 148.79K | +5.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 133.81K | +141.9% | $9.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 132.48K | -1.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 132.48K | -1.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 111.69K | -2.0% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 111.69K | -2.0% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 102.63K | +3.4% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 51.11K | -7.3% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 46.87K | +2.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 46.87K | +2.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 38.41K | -14.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 38.41K | -14.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 34.73K | -4.2% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 16.84K | 新增 | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 15.63K | -8.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 13.11K | +2.5% | $911,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 8.78K | 新增 | $610,159 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 7.75K | +17.6% | $528,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 6.95K | 0.0% | $483,094 | 0.0% | Held | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 6.85K | +6.3% | $475,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 6.51K | -36.8% | $454,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 4.96K | 0.0% | $344,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 4.91K | +33.1% | $341,394 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 4.91K | +33.1% | $341,394 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 4.88K | +26.1% | $339,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 4.88K | +26.1% | $339,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 4.50K | -55.8% | $312,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 3.90K | 新增 | $270,811 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cwm, Llc | 3.50K | -0.7% | $243,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 3.30K | +207.4% | $229,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3.30K | +207.4% | $229,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 3.03K | +2.6% | $210,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 3.03K | +2.6% | $210,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 870 | 0.0% | $60,474 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Us Bancorp \De\ | 800 | 0.0% | $55,608 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 503 | -9.0% | $34,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 503 | -9.0% | $34,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 85 | +1.2% | $5,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Assetmark, Inc | 84 | -67.3% | $5,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 72 | +105.7% | $5,005 | 0.0% | ▲ Add | 2 | 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
| Fifth Third Bancorp | $1.17M | 0.0% |
| Jane Street Group, Llc | $610,159 | 0.0% |
| UBS AM, a distinct business… | $270,811 | 0.0% |
已清仓
| Goldman Sachs Group | $3.01M | 曾为 0.0% |
| Two Sigma Investments | $1.03M | 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): 124 持有人, 4.87M 股份, $322.11M 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