证券记录 · 已归档季度
IYY
名称等待档案录入
53被追踪持有人
0Δ持有人
2.39M持有股份
$435.66M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.2% · 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 Q2 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 | 53 | 0 | 2.39M | $435.66M | +2 | −2 |
| Q1 2026 | 54 | +2 | 2.34M | $371.11M | +3 | −1 |
| Q4 2025 | 51 | 0 | 2.28M | $378.28M | — | — |
| Q3 2025 | 6 | -1 | 594.39K | $96.58M | — | −1 |
| Q2 2025 | 4 | 0 | 55.41K | $8.36M | — | — |
| Q1 2025 | 2 | 0 | 25.43K | $3.46M | — | — |
| Q4 2024 | 2 | +1 | 24.60K | $3.52M | +1 | — |
| Q3 2024 | 1 | 0 | 4.01K | $559,574 | +1 | −1 |
| Q2 2024 | 1 | — | 14.54K | $1.92M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 422.36K | -0.5% | $76.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 336.06K | +10.4% | $61.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 248.72K | -0.1% | $45.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 139.99K | -0.2% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 124.31K | -3.3% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 124.31K | -3.3% | $22.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 102.63K | +152.3% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 102.63K | +152.3% | $18.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 87.18K | +11.9% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 80.78K | +2.7% | $14.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 70.74K | -26.6% | $12.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 61.83K | +1.3% | $11.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 56.27K | -43.5% | $10.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 54.70K | -3.2% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 44.05K | +1.2% | $8.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 40.05K | -0.6% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 38.17K | +6.0% | $6.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Creative Planning | 37.74K | -0.6% | $6.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 35.34K | -2.8% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 30.22K | 0.0% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 29.70K | +21.2% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 29.70K | +21.2% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 29.51K | -0.1% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Focus Partners Wealth | 29.47K | +0.1% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Captrust Financial Advisors | 25.69K | +6.1% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 25.19K | 0.0% | $4.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Stifel Financial Corp | 19.85K | -0.9% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 19.85K | -0.9% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Lido Advisors, LLC | 19.59K | -7.0% | $3.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 18.81K | +40.7% | $3.43M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Truist Financial Corp | 18.55K | -3.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Truist Financial Corp | 18.55K | -3.0% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 16.34K | +25.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 14.51K | +1.4% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Brown Advisory Inc | 12.78K | +42.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Brown Advisory Inc | 12.78K | +42.0% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mariner, LLC | 11.88K | -11.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Mariner, LLC | 11.88K | -11.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 11.05K | +46.1% | $1.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 10.06K | 0.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 9.96K | -3.5% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 8.47K | +4.0% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Fayez Sarofim & Co | 8.00K | 0.0% | $1.46M | 0.0% | Held | 3 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 6.08K | +114.5% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 5.92K | +0.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 5.70K | 0.0% | $1.04M | 0.0% | Held | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 5.43K | -1.8% | $989,780 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 5.42K | 0.0% | $985,809 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Corient Private Wealth LP | 4.81K | +12.5% | $876,697 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | BlackRock ✦ (被动) | 4.22K | +327.8% | $769,528 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 4.20K | 0.0% | $765,758 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 4.20K | 0.0% | $765,758 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 3.91K | +12.3% | $712,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Hrt Financial Lp | 3.86K | 新增 | $704,000 | 0.0% | New | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 3.13K | 新增 | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 3.13K | 新增 | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 82 | Cerity Partners LLC | 3.13K | 新增 | $569,807 | 0.0% | New | 1 | SEC ↗ |
| 83 | Us Bancorp \De\ | 3.07K | 0.0% | $559,964 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Us Bancorp \De\ | 3.07K | 0.0% | $559,964 | 0.0% | Held | 3 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 1.79K | 0.0% | $325,734 | 0.0% | Held | 2 | SEC ↗ |
| 86 | Blair William & Co/Il | 915 | +0.6% | $166,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Assetmark, Inc | 730 | -6.4% | $133,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Qube Research & Technologies Ltd | 207 | +135.2% | $37,732 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Franklin Resources Inc | 200 | 0.0% | $36,456 | 0.0% | Held | 3 | 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
| Hrt Financial Lp | $704,000 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
| Cerity Partners LLC | $569,807 | 0.0% |
已清仓
| Susquehanna International… | $1.96M | 曾为 0.0% |
| Citigroup Inc | $158 | 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): 276 持有人, 3.73M 股份, $584.44M 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: Q2 2026 ·
方法论 ·
通过API获取此数据