证券记录 · 已归档季度
IYK
名称等待档案录入
57被追踪持有人
+6Δ持有人
7.42M持有股份
$519.38M报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 +25.6% ·
净新建仓位 +10.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 17.91K | $1.31M | n/a | n/a |
| Q2 2026 | 51 | -5 | 6.60M | $480.19M | +1 | −6 |
| Q1 2026 | 57 | +6 | 7.42M | $519.38M | +6 | n/a |
| Q4 2025 | 51 | +1 | 5.91M | $395.34M | +2 | −1 |
| Q3 2025 | 6 | 0 | 990.27K | $67.72M | +2 | −2 |
| Q2 2025 | 3 | +1 | 29.06K | $2.05M | +2 | −1 |
| Q1 2025 | 1 | -1 | 2.91K | $208,483 | n/a | −1 |
| Q4 2024 | 2 | +1 | 46.65K | $3.06M | +2 | −1 |
| Q3 2024 | 1 | 0 | 3.95K | $278,610 | +1 | −1 |
| Q2 2024 | 1 | n/a | 17.88K | $1.18M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.13M | +2392.7% | $79.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 859.43K | -9.1% | $60.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 688.33K | +2.8% | $48.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Ameriprise Financial Inc | 585.01K | +260.9% | $40.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 578.08K | -3.2% | $40.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 466.77K | -12.2% | $32.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bnp Paribas Financial Markets | 401.01K | +303.0% | $28.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 376.05K | -20.6% | $26.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 312.44K | +13.0% | $21.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Goldman Sachs Group ✦ | 256.76K | -9.6% | $17.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 256.27K | -12.8% | $17.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 254.51K | +13.7% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 214.11K | +1.4% | $14.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 181.49K | -3.6% | $12.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 141.38K | +236.0% | $9.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cibc World Market Inc. | 131.95K | +4.2% | $9.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 61.26K | +12.8% | $4.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 54.25K | -4.3% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 42.21K | -4.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 39.39K | -15.4% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 30.77K | +465.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 28.41K | 新增 | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 23.30K | 新增 | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 22.86K | +16.8% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 20.61K | -92.3% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 19.00K | -5.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 18.92K | +81.8% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 17.68K | +3.0% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 15.53K | +26.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fidelity (FMR) ✦ | 14.48K | +14.4% | $1.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | HighTower Advisors, LLC | 13.66K | +1.8% | $956,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Corient Private Wealth LP | 13.74K | -49.2% | $926,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 12.99K | 新增 | $909,550 | 0.0% | New | 1 | SEC ↗ |
| 34 | Franklin Resources Inc | 12.72K | 0.0% | $890,572 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | Cwm, Llc | 11.79K | -1.5% | $825,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Brown Advisory Inc | 11.49K | 0.0% | $804,714 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 37 | Rockefeller Capital Management L.P. | 11.48K | +1.2% | $803,969 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 10.81K | +0.6% | $757,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 10.62K | -3.6% | $743,369 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Bank of New York Mellon Corp | 9.69K | +49.5% | $678,440 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Captrust Financial Advisors | 8.73K | -33.1% | $611,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Truist Financial Corp | 8.68K | +5.8% | $607,974 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Blair William & Co/Il | 7.05K | 0.0% | $493,918 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 5.61K | +40.5% | $393,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 5.26K | -5.7% | $368,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cerity Partners LLC | 4.34K | -3.1% | $303,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | National Bank Of Canada /Fi/ | 4.17K | -1.2% | $291,745 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Sei Investments Co | 3.75K | 新增 | $262,820 | 0.0% | New | 1 | SEC ↗ |
| 49 | Citigroup Inc | 2.16K | -2.0% | $151,158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 1.70K | -33.6% | $119,178 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | BlackRock ✦ (被动) | 600 | 0.0% | $42,018 | 0.0% | Held | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 552 | 0.0% | $38,408 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 462 | 新增 | $32,354 | 0.0% | New | 1 | SEC ↗ |
| 54 | Us Bancorp \De\ | 456 | 0.0% | $31,934 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Simplex Trading, Llc | 115 | -36.1% | $8,053 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 18 | 0.0% | $1,261 | 0.0% | Held | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 2 | 新增 | $140 | 0.0% | New | 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
| Jane Street Group, Llc | $1.99M | 0.0% |
| Renaissance Technologies | $1.63M | 0.0% |
| Fifth Third Bancorp | $909,550 | 0.0% |
| Sei Investments Co | $262,820 | 0.0% |
| Assetmark, Inc | $32,354 | 0.0% |
| UBS AM, a distinct business… | $140 | 0.0% |
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): 291 持有人, 13.54M 股份, $926.64M 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: Q1 2026 ·
方法论 ·
通过API获取此数据