证券记录 · 已归档季度
IVES
名称等待档案录入
30被追踪持有人
+2Δ持有人
1.80M持有股份
$56.78M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 -0.9% ·
净新建仓位 +6.7%
— 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -3 | 1.94M | $73.76M | +6 | −9 |
| Q1 2026 | 35 | +5 | 1.87M | $52.98M | +8 | −3 |
| Q4 2025 | 30 | +2 | 1.80M | $56.78M | +2 | — |
| Q3 2025 | 2 | 0 | 144.20K | $4.63M | — | — |
| Q2 2025 | 1 | +1 | 179.92K | $4.88M | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 543.80K | — | $17.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 258.97K | — | $8.18M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 158.02K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 152.60K | — | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Stifel Financial Corp | 141.77K | — | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 109.62K | -23.5% | $3.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 71.58K | — | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 64.31K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 64.31K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 52.83K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 52.83K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 46.87K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Belvedere Trading LLC | 32.83K | — | $1.04M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 31.61K | — | $999,321 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 22.56K | — | $712,980 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Brown Advisory Inc | 19.98K | — | $631,410 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cibc World Market Inc. | 14.47K | — | $457,270 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Lido Advisors, LLC | 14.14K | — | $447,705 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Simplex Trading, Llc | 13.66K | — | $431,855 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 12.05K | 新增 | $380,901 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 11.53K | — | $364,470 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 4.92K | 新增 | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 4.92K | 新增 | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.92K | 新增 | $155,364 | 0.0% | New | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.96K | — | $125,048 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 3.33K | — | $105,197 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 3.33K | — | $105,197 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 3.33K | — | $105,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 2.40K | — | $75,864 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 1.53K | — | $48,427 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Group One Trading Llc | 1.30K | — | $41,251 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of America Corp /De/ | 925 | — | $29,239 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 900 | — | $28,449 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 476 | -51.2% | $15,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 52 | — | $1,644 | 0.0% | n/c | 1 | 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
| AQR Capital Management | $380,901 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
| Morgan Stanley | $155,364 | 0.0% |
| Morgan Stanley | $155,364 | 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): 119 持有人, 5.11M 股份, $109.68M 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: Q4 2025 ·
方法论 ·
通过API获取此数据