证券记录 · 已归档季度
ISPY
名称等待档案录入
25被追踪持有人
+4Δ持有人
11.37M持有股份
$547.70M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +19.0% ·
股份流向 -5.2% ·
净新建仓位 +16.0%
— 公式
持股分散化 — 持有人增多，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 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 | 25 | +4 | 11.37M | $547.70M | +4 | — |
| Q1 2026 | 21 | +2 | 11.99M | $520.50M | +3 | −1 |
| Q4 2025 | 18 | 0 | 11.39M | $519.88M | — | — |
| Q3 2025 | 1 | — | 3.23M | $145.56M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.53M | -0.6% | $218.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.58M | +9.9% | $76.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.58M | +9.9% | $76.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.52M | -30.9% | $73.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.22M | -0.8% | $58.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.01M | -2.5% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 1.01M | -2.5% | $48.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 709.56K | -5.6% | $34.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 709.56K | -5.6% | $34.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 193.17K | -19.6% | $9.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 185.29K | +3.1% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 146.32K | +30.7% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 146.32K | +30.7% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 86.50K | -4.5% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 86.50K | -4.5% | $4.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 43.27K | +1.4% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 33.65K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 28.62K | +31.7% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 23.76K | -0.8% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 15.58K | — | $750,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Hrt Financial Lp | 13.61K | 新增 | $655,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Nuveen, LLC | 8.31K | 新增 | $400,508 | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 6.27K | -7.9% | $302,202 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 6.14K | -64.8% | $295,838 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 4.73K | -2.5% | $227,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 4.49K | -71.5% | $216,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Group One Trading Llc | 689 | 新增 | $33,203 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 97 | +2.1% | $4,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Simplex Trading, Llc | 22 | 新增 | $1,060 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 0 | -100.0% | $6 | 0.0% | ▼ Trim | 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
| Hrt Financial Lp | $655,000 | 0.0% |
| Nuveen, LLC | $400,508 | 0.0% |
| Group One Trading Llc | $33,203 | 0.0% |
| Simplex Trading, Llc | $1,060 | 0.0% |
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): 117 持有人, 16.67M 股份, $719.54M 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