证券记录 · 已归档季度
IUS
名称等待档案录入
27被追踪持有人
+1Δ持有人
5.01M持有股份
$286.42M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.8% ·
股份流向 -1.1% ·
净新建仓位 +3.7%
· 公式
持有人分散化：持有人数增多，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 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 22.54K | $1.56M | n/a | −1 |
| Q2 2026 | 24 | -2 | 4.77M | $312.75M | +1 | −4 |
| Q1 2026 | 28 | +1 | 5.04M | $291.91M | +2 | −1 |
| Q4 2025 | 27 | +1 | 5.01M | $286.42M | +1 | n/a |
| Q3 2025 | 4 | -1 | 235.59K | $13.01M | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.28K | $787,146 | n/a | n/a |
| Q1 2025 | 1 | +1 | 15.09K | $745,040 | +1 | n/a |
| Q3 2024 | 1 | +1 | 10.67K | $536,600 | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | n/a | $86.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 813.22K | n/a | $46.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 671.23K | n/a | $38.37M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cwm, Llc | 667.86K | n/a | $38.17M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 493.94K | n/a | $28.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 258.16K | n/a | $14.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 156.87K | -30.2% | $8.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 135.86K | n/a | $7.77M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 69.46K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.09K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 40.85K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 40.78K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 22.94K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 17.04K | n/a | $973,727 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.24K | 新增 | $756,918 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.31K | n/a | $646,770 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Corient Private Wealth LP | 8.12K | n/a | $467,094 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 7.42K | n/a | $423,949 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.13K | n/a | $408,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 6.36K | +169.7% | $363,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.99K | -49.7% | $228,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 750 | n/a | $42,870 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 562 | n/a | $32,124 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 548 | -0.2% | $31,324 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 395 | n/a | $22,578 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 291 | n/a | $16,634 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 0 | n/a | $25 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $756,918 | 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): 104 持有人, 8.75M 股份, $499.84M 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。
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: Q4 2025 ·
方法论 ·
通过API获取此数据