证券记录 · 已归档季度
IVOG
名称等待档案录入
45被追踪持有人
+2Δ持有人
2.24M持有股份
$279.94M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.7% ·
股份流向 +16.1% ·
净新建仓位 +4.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | — | — |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | — | — |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | — |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 635.63K | -0.1% | $79.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 244.09K | +25.2% | $30.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 239.21K | +171.7% | $29.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 224.88K | +6.0% | $28.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 224.88K | +6.0% | $28.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 128.41K | -8.3% | $16.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 124.25K | +42.1% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 124.25K | +42.1% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 91.67K | +51.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 91.67K | +51.1% | $11.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 85.05K | +7.8% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 70.19K | +3.2% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 70.19K | +3.2% | $8.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 44.85K | -14.3% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 44.85K | -14.3% | $5.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 38.12K | -2.1% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 38.12K | -2.1% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 33.49K | +0.9% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 31.24K | +1.8% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 27.89K | +287.6% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 27.39K | 0.0% | $3.43M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 19.40K | -0.2% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 17.03K | +20.9% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 14.81K | +84.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cibc World Market Inc. | 13.40K | -0.4% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 12.41K | -4.0% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 12.09K | -5.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 11.85K | -25.3% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 11.77K | +44.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 11.77K | +44.0% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 10.66K | +0.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 9.54K | 新增 | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 9.21K | +57.4% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 7.68K | -33.2% | $959,625 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 5.72K | — | $714,922 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 4.86K | +0.9% | $607,066 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 4.70K | +13.2% | $588,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 4.61K | -12.7% | $583,943 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 4.50K | -2.4% | $562,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 4.01K | +85.8% | $535,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 3.50K | 新增 | $437,605 | 0.0% | New | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.87K | 0.0% | $359,313 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 2.77K | +607.7% | $345,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 2.37K | 0.0% | $296,926 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 1.74K | +3.0% | $217,097 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 956 | 0.0% | $119,529 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 590 | 0.0% | $73,768 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 305 | 0.0% | $38,134 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cwm, Llc | 229 | +3716.7% | $28,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 74 | 新增 | $9,252 | 0.0% | New | 1 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 47 | 新增 | $5,916 | 0.0% | New | 1 | SEC ↗ |
| 61 | Citigroup Inc | 1 | 新增 | $125 | 0.0% | New | 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
| Citadel Advisors | $1.19M | 0.0% |
| Susquehanna International… | $437,605 | 0.0% |
| Fifth Third Bancorp | $9,252 | 0.0% |
| TD Waterhouse Canada Inc. | $5,916 | 0.0% |
| Citigroup Inc | $125 | 0.0% |
已清仓
| Empower Advisory Group, LLC | $369,977 | 曾为 0.0% |
| Jane Street Group, Llc | $201,937 | 曾为 0.0% |
| BlackRock | $63,716 | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据