证券记录 · 已归档季度
IVES
名称等待档案录入
35被追踪持有人
+5Δ持有人
1.87M持有股份
$52.98M报告持仓市值
+8新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 +3.8% ·
净新建仓位 +14.3%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 677.49K | +24.6% | $19.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 260.68K | 新增 | $7.40M | 0.0% | New | 1 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 206.74K | -20.2% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 182.49K | +28.7% | $5.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 99.89K | -36.8% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 73.30K | +38.7% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 53.10K | -25.8% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 47.04K | 新增 | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 46.02K | -1.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Brown Advisory Inc | 30.18K | +51.1% | $856,320 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 24.37K | +8.1% | $691,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 20.01K | +1205.9% | $567,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Lido Advisors, LLC | 14.67K | +3.7% | $416,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 14.38K | -86.9% | $407,932 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 13.29K | +15.3% | $377,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.52K | -91.8% | $355,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 12.24K | -61.3% | $347,150 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cibc World Market Inc. | 11.26K | -22.2% | $319,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 10.67K | 新增 | $302,707 | 0.0% | New | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 10.01K | 新增 | $283,955 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 10.00K | -17.0% | $283,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 7.39K | 新增 | $209,768 | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 4.07K | -17.2% | $115,381 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 3.96K | 0.0% | $112,231 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Cwm, Llc | 3.77K | +13.3% | $107,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Simplex Trading, Llc | 3.75K | -72.6% | $106,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 3.73K | +12.1% | $105,791 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $68,088 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 29 | Northwestern Mutual Wealth… | 2.25K | 新增 | $63,832 | 0.0% | New | 1 | SEC ↗ |
| 30 | Group One Trading Llc | 1.14K | -12.9% | $32,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 900 | 0.0% | $25,533 | 0.0% | Held | 2 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 600 | 新增 | $17,022 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 488 | +2.5% | $13,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 196 | 新增 | $5,561 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 17 | -67.3% | $482 | 0.0% | ▼ Trim | 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
| Captrust Financial Advisors | $7.40M | 0.0% |
| Susquehanna International… | $1.33M | 0.0% |
| Focus Partners Wealth | $302,707 | 0.0% |
| Goldman Sachs Group | $283,955 | 0.0% |
| Bank Of Montreal /Can/ | $209,768 | 0.0% |
| Northwestern Mutual Wealth… | $63,832 | 0.0% |
| BlackRock | $17,022 | 0.0% |
| Russell Investments Group… | $5,561 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.03M | 曾为 0.0% |
| Belvedere Trading LLC | $1.04M | 曾为 0.2% |
| Bank Of America Corp /De/ | $29,239 | 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): 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
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