证券记录 · 已归档季度
IVOL
名称等待档案录入
27被追踪持有人
0Δ持有人
8.48M持有股份
$162.42M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +30.0% · 净新建仓位 0.0% · 公式
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 93.36K | $1.61M | n/a | n/a |
| Q2 2026 | 20 | -3 | 2.27M | $39.17M | +3 | −7 |
| Q1 2026 | 25 | -2 | 8.73M | $163.43M | +2 | −4 |
| Q4 2025 | 27 | 0 | 8.48M | $162.42M | n/a | n/a |
| Q3 2025 | 4 | 0 | 962.16K | $18.55M | n/a | n/a |
| Q2 2025 | 2 | +1 | 63.07K | $1.23M | +1 | n/a |
| Q1 2025 | 1 | 0 | 43.08K | $804,716 | n/a | n/a |
| Q4 2024 | 1 | 0 | 233.17K | $4.14M | n/a | n/a |
| Q3 2024 | 1 | 0 | 126.54K | $2.44M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.82K | $311,357 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.22M | n/a | $99.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | Raymond James Financial Inc | 832.14K | n/a | $15.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 660.79K | n/a | $12.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 510.98K | -44.7% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wealth Enhancement Advisory… | 396.44K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 208.85K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 123.55K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 113.53K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 80.00K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 71.36K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 66.76K | +177.6% | $1.28M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 12 | Us Bancorp \De\ | 38.20K | n/a | $731,912 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 34.86K | n/a | $667,840 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 26.53K | n/a | $508,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fifth Third Bancorp | 23.39K | n/a | $448,248 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 15.93K | n/a | $305,123 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 13.04K | n/a | $249,866 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 10.89K | -19.8% | $208,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 10.35K | n/a | $198,239 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Simplex Trading, Llc | 10.29K | n/a | $197,098 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 4.02K | n/a | $77,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Blair William & Co/Il | 3.35K | n/a | $64,186 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 3.14K | n/a | $60,143 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 2.45K | n/a | $46,942 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 200 | n/a | $3,832 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 190 | n/a | $3,640 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2 | n/a | $38 | 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
| 本季度无新增被追踪买入方。 |
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): 77 持有人, 8.33M 股份, $153.16M 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