证券记录 · 已归档季度
IYE
名称等待档案录入
47被追踪持有人
-4Δ持有人
7.92M持有股份
$375.17M报告持仓市值
+0新建仓位
−4清仓
动量输入(同类管理人):
持有人广度 -7.8% ·
股份流向 -2.8% ·
净新建仓位 -8.5%
· 公式
广泛减持:持股数量下降,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 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 | 3 | 0 | 74.09K | $5.09M | n/a | n/a |
| Q2 2026 | 60 | +6 | 8.69M | $492.25M | +9 | −3 |
| Q1 2026 | 55 | +8 | 10.35M | $669.29M | +9 | −1 |
| Q4 2025 | 47 | -4 | 7.92M | $375.17M | n/a | −4 |
| Q3 2025 | 10 | +2 | 2.88M | $136.68M | +2 | n/a |
| Q2 2025 | 5 | -1 | 84.15K | $3.81M | n/a | −1 |
| Q1 2025 | 4 | +2 | 60.77K | $3.00M | +2 | n/a |
| Q4 2024 | 2 | +1 | 27.44K | $1.25M | +1 | n/a |
| Q3 2024 | 1 | 0 | 46.59K | $2.16M | n/a | n/a |
| Q2 2024 | 1 | n/a | 78.74K | $3.78M | 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 | Morgan Stanley ✦ | 1.81M | -4.9% | $86.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 975.25K | n/a | $46.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 934.46K | n/a | $44.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 722.66K | +14.3% | $34.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 603.42K | n/a | $28.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 473.82K | n/a | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 357.17K | n/a | $16.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Ameriprise Financial Inc | 356.02K | n/a | $16.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 244.46K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 152.16K | n/a | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Mariner, LLC | 140.49K | n/a | $6.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 125.77K | n/a | $5.98M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 115.37K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Cetera Investment Advisers | 103.71K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 96.48K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Corient Private Wealth LP | 108.70K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | JPMorgan Chase ✦ | 75.99K | -52.0% | $3.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Northwestern Mutual Wealth… | 48.28K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 46.19K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 45.44K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 37.97K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Quantinno Capital Management LP | 34.74K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 33.67K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 29.89K | -2.2% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Baird Financial Group, Inc. | 28.04K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 28.01K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 26.61K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 23.96K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 24.20K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 18.11K | n/a | $860,545 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Tudor Investment Corp Et Al | 17.08K | n/a | $811,765 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 16.93K | n/a | $804,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 15.38K | n/a | $731,121 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cerity Partners LLC | 9.88K | n/a | $469,417 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 8.89K | n/a | $422,733 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 36 | Pnc Financial Services Group, Inc. | 8.01K | n/a | $380,859 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Fidelity (FMR) ✦ | 6.55K | +21.0% | $311,314 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 5.64K | n/a | $268,212 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.38K | 0.0% | $207,991 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 3.55K | n/a | $168,774 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.20K | n/a | $104,725 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Fifth Third Bancorp | 400 | n/a | $19,012 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Simplex Trading, Llc | 280 | n/a | $13,308 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 279 | n/a | $13,261 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 210 | n/a | $9,979 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 56 | n/a | $2,662 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 1 | n/a | $48 | 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
| Citadel Advisors | $3.54M | 曾为 0.0% |
| D. E. Shaw & Co. | $1.56M | 曾为 0.0% |
| Renaissance Technologies | $1.38M | 曾为 0.0% |
| Gotham Asset Management | $252,236 | 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): 332 持有人, 15.65M 股份, $996.08M 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