证券记录 · 已归档季度
IVOG
名称等待档案录入
43被追踪持有人
+2Δ持有人
1.93M持有股份
$231.58M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.9% ·
股份流向 -2.0% ·
净新建仓位 +4.7%
· 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
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 636.39K | n/a | $76.49M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 212.19K | n/a | $25.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 194.95K | +9.7% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 139.98K | n/a | $16.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 88.04K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 87.45K | n/a | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 78.89K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 68.00K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 60.65K | n/a | $7.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 52.33K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 38.93K | -55.7% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 33.18K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 30.68K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 27.39K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 19.43K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Blair William & Co/Il | 15.86K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 14.09K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cibc World Market Inc. | 13.45K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 12.92K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 12.73K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 11.49K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Creative Planning | 10.63K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 8.17K | n/a | $982,699 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 8.04K | n/a | $965,782 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 7.20K | +11.8% | $865,084 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 5.85K | n/a | $703,521 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 5.28K | n/a | $666,079 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 4.81K | +0.7% | $578,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 4.61K | n/a | $554,595 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 4.16K | 新增 | $499,380 | 0.0% | New | 1 | SEC ↗ |
| 31 | Empower Advisory Group, LLC | 3.08K | n/a | $369,977 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 2.87K | n/a | $345,436 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Rockefeller Capital Management L.P. | 2.37K | n/a | $285,457 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 2.16K | n/a | $259,405 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | The Vanguard Group ✦ (被动) | 1.81K | 新增 | $217,798 | 0.0% | New | 1 | SEC ↗ |
| 36 | Truist Financial Corp | 1.69K | n/a | $202,702 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 1.68K | n/a | $201,937 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 956 | n/a | $114,912 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 590 | n/a | $70,918 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 530 | 新增 | $63,716 | 0.0% | New | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 391 | n/a | $47,003 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Us Bancorp \De\ | 305 | n/a | $36,661 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 6 | n/a | $1,000 | 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
| AQR Capital Management | $499,380 | 0.0% |
| The Vanguard Group | $217,798 | 0.0% |
| BlackRock | $63,716 | 0.0% |
已清仓
| Citadel Advisors | $1.91M | 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): 177 持有人, 5.17M 股份, $630.88M 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