证券记录 · 已归档季度
IUS
名称等待档案录入
28被追踪持有人
+1Δ持有人
5.04M持有股份
$291.91M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 +0.6% ·
净新建仓位 +3.6%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.51M | 0.0% | $87.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 899.59K | +10.6% | $52.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cwm, Llc | 701.42K | +5.0% | $40.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 675.44K | +0.6% | $39.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 448.17K | -9.3% | $25.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 240.17K | -7.0% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 196.72K | +44.8% | $11.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 84.33K | +21.4% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 66.98K | -57.3% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 54.04K | -0.1% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 42.48K | +4.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 40.62K | -0.6% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 22.42K | -2.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 13.06K | -23.3% | $756,355 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 11.43K | +60.3% | $662,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 10.47K | -20.9% | $606,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 8.41K | -25.6% | $487,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 7.26K | -2.1% | $420,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.56K | +3.1% | $379,756 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 823 | +50.2% | $47,697 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $43,436 | 0.0% | Held | 2 | SEC ↗ |
| 22 | UBS Group AG | 741 | +31.9% | $42,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 654 | -83.6% | $37,115 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 205 | -48.1% | $11,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 56 | -80.8% | $3,243 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 1 | 新增 | $58 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 1 | 新增 | $32 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | n/a | $19 | 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
| Citigroup Inc | $58 | 0.0% |
| BlackRock | $32 | 0.0% |
已清仓
| Corient Private Wealth LP | $467,094 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据