有価証券レコード · アーカイブ済み四半期
AGZ
プロファイル取り込み待ち（名称未確定）
38追跡対象保有者
+3Δ保有者数
2.38M保有株数
$260.76M報告済み評価額
+4新規ポジション
−1解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +8.6% ·
株式フロー +6.4% ·
新規ネットポジション数 +7.9%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | -2 | 2.50M | $272.96M | +2 | −4 |
| Q1 2026 | 38 | +3 | 2.38M | $260.76M | +4 | −1 |
| Q4 2025 | 35 | +2 | 2.23M | $246.27M | +2 | — |
| Q3 2025 | 3 | -1 | 91.49K | $10.10M | — | −1 |
| Q2 2025 | 2 | 0 | 60.24K | $6.61M | — | — |
| Q1 2025 | 1 | 0 | 35.47K | $3.88M | — | — |
| Q4 2024 | 1 | 0 | 69.91K | $7.55M | — | — |
| Q3 2024 | 1 | +1 | 2.41K | $265,843 | +1 | — |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 500.17K | +5.4% | $54.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 446.75K | +4.7% | $49.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 312.58K | +24.7% | $34.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 295.90K | +1.5% | $32.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 295.90K | +1.5% | $32.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Asset Management One Co., Ltd. | 119.83K | +15.7% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 97.63K | +11.0% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 97.63K | +11.0% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 68.37K | -8.8% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 68.37K | -8.8% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 65.70K | +7.6% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 64.63K | -3.0% | $7.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 61.90K | +67.9% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 61.90K | +67.9% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 54.79K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 54.79K | +13.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 49.57K | +15.0% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 38.61K | +42.0% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 38.10K | -1.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 38.10K | -1.5% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Tidal Investments LLC | 20.98K | -20.6% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 20.01K | -22.8% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jane Street Group, Llc | 19.19K | +61.7% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mirae Asset Global Investments Co.… | 16.09K | 0.0% | $1.77M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.60K | -30.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 11.55K | -7.3% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 11.15K | 新規 | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 9.95K | -57.5% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 9.63K | +3.8% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 6.22K | -4.6% | $683,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 4.98K | +898.2% | $546,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 4.40K | +0.5% | $482,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Focus Partners Wealth | 3.16K | +2.5% | $346,907 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 2.81K | -88.6% | $308,395 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.25K | -32.5% | $247,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 2.24K | -75.2% | $245,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Fifth Third Bancorp | 2.04K | 新規 | $224,357 | 0.0% | New | 1 | SEC ↗ |
| 53 | Corient Private Wealth LP | 2.00K | -46.5% | $218,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 392 | -41.1% | $43,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 225 | +58.5% | $24,626 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 187 | -16.5% | $20,485 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Cwm, Llc | 109 | 新規 | $11,958 | 0.0% | New | 1 | SEC ↗ |
| 58 | Franklin Resources Inc | 76 | 新規 | $8,338 | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 46 | -50.0% | $5,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| Mercer Global Advisors Inc… | $1.22M | 0.0% |
| Fifth Third Bancorp | $224,357 | 0.0% |
| Cwm, Llc | $11,958 | 0.0% |
| Franklin Resources Inc | $8,338 | 0.0% |
ポジション解消済み
| Quantinno Capital Management… | $210,025 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 145 保有者, 3.69M 株式数, $404.03M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。