证券记录 · 已归档季度
IXG
名称等待档案录入
41被追踪持有人
-2Δ持有人
1.33M持有股份
$151.66M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -4.7% ·
股份流向 -24.0% ·
净新建仓位 -4.9%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 41 | +1 | 1.38M | $171.43M | +3 | −2 |
| Q1 2026 | 41 | -2 | 1.33M | $151.66M | +3 | −5 |
| Q4 2025 | 43 | +2 | 1.75M | $211.83M | +2 | — |
| Q3 2025 | 5 | -1 | 447.24K | $52.18M | — | −1 |
| Q2 2025 | 4 | 0 | 93.93K | $10.41M | — | — |
| Q1 2025 | 2 | +1 | 28.17K | $2.90M | +1 | — |
| Q4 2024 | 1 | 0 | 3.32K | $318,619 | — | — |
| Q3 2024 | 1 | -1 | 5.48K | $518,109 | — | −1 |
| Q2 2024 | 2 | — | 22.59K | $1.92M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 388.16K | +2.2% | $44.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 388.16K | +2.2% | $44.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 263.94K | -8.1% | $30.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 263.94K | -8.1% | $30.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 263.94K | -8.1% | $30.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 263.94K | -8.1% | $30.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 156.21K | +46.4% | $17.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jane Street Group, Llc | 101.10K | +210.1% | $11.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 64.02K | +46.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 64.02K | +46.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 64.02K | +46.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 64.02K | +46.4% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 46.27K | -11.2% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 45.83K | -20.2% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 44.22K | +205.9% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 40.70K | +23.1% | $4.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 17.55K | -48.5% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 17.55K | -48.5% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 17.35K | -54.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 17.35K | -54.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 17.35K | -54.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 17.35K | -54.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 16.56K | -79.9% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 16.56K | -79.9% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 16.56K | -79.9% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 15.74K | +639.7% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 15.74K | +639.7% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 14.86K | -83.0% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 11.50K | -83.2% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Northern Trust Corp | 10.69K | 新增 | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 10.35K | -2.0% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS Group AG | 10.24K | -9.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS Group AG | 10.24K | -9.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 10.24K | -9.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 10.24K | -9.2% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 5.24K | +31.5% | $597,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 4.52K | +6.2% | $515,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 4.29K | +3.1% | $489,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 4.35K | -0.8% | $478,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cetera Investment Advisers | 4.17K | -20.5% | $475,590 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 3.92K | +5.8% | $445,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mirae Asset Global Investments Co.… | 3.77K | 0.0% | $429,780 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 3.67K | +27.0% | $418,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 3.25K | -31.4% | $370,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 2.90K | -9.2% | $330,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fisher Asset Management ✦ | 2.82K | -57.8% | $321,594 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 2.52K | +16.4% | $286,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 2.24K | 0.0% | $254,904 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Cwm, Llc | 2.06K | -20.5% | $234,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 1.95K | -2.3% | $222,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 1.70K | -0.3% | $194,058 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.05K | -52.0% | $120,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 1.05K | -52.0% | $120,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Blair William & Co/Il | 488 | 0.0% | $55,632 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 252 | 0.0% | $28,728 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Optiver Holding B.V. | 234 | 新增 | $26,676 | 0.0% | New | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 128 | 新增 | $14,592 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 106 | -15.2% | $12,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $3,420 | 0.0% | Held | 2 | 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
| Northern Trust Corp | $1.22M | 0.0% |
| Optiver Holding B.V. | $26,676 | 0.0% |
| UBS AM, a distinct business… | $14,592 | 0.0% |
已清仓
| Pictet Asset Management… | $41.13M | 曾为 0.0% |
| Goldman Sachs Group | $974,775 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $300,107 | 曾为 0.0% |
| Barclays Plc | $62,448 | 曾为 0.0% |
| Franklin Resources Inc | $61,603 | 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): 133 持有人, 1.93M 股份, $214.37M 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