有価証券レコード · アーカイブ済み四半期
AOK
プロファイル取り込み待ち（名称未確定）
33追跡対象保有者
+1Δ保有者数
2.30M保有株数
$91.59M報告済み評価額
+3新規ポジション
−2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 +3.1% ·
株式フロー -22.1% ·
新規ネットポジション数 +3.0%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 | +3 | 2.40M | $99.75M | +3 | — |
| Q1 2026 | 33 | +1 | 2.30M | $91.59M | +3 | −2 |
| Q4 2025 | 32 | -1 | 2.95M | $118.29M | — | −1 |
| Q3 2025 | 5 | 0 | 615.73K | $24.73M | — | — |
| Q2 2025 | 3 | 0 | 324.82K | $12.69M | +1 | −1 |
| Q1 2025 | 1 | +1 | 2.10K | $791,000 | +1 | — |
| Q3 2024 | 1 | 0 | 35.55K | $1.37M | — | — |
| Q2 2024 | 1 | — | 38.72K | $1.43M | — | — |
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 | LPL Financial LLC | 638.54K | -1.3% | $25.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (パッシブ) | 343.82K | +7.8% | $13.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 200.20K | +1.2% | $7.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 172.63K | -28.4% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 172.63K | -28.4% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 172.63K | -28.4% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 165.96K | -9.2% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 165.96K | -9.2% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 165.96K | -9.2% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 165.96K | -9.2% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 108.22K | -31.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 108.22K | -31.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 108.22K | -31.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 89.90K | +54.2% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 89.90K | +54.2% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 71.53K | -25.0% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 68.38K | +69.2% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 68.38K | +69.2% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Lido Advisors, LLC | 55.50K | -64.6% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 44.42K | +890.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 44.42K | +890.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 44.42K | +890.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 39.69K | +6.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 38.37K | -3.2% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 38.37K | -3.2% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 31.12K | -20.1% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 30.02K | -57.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 29.76K | -22.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 29.76K | -22.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 28.34K | -1.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS Group AG | 28.34K | -1.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 24.94K | -36.6% | $996,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 24.94K | -36.6% | $996,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 24.94K | -36.6% | $996,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 22.65K | -94.3% | $903,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Raymond James Financial Inc | 22.65K | -94.3% | $903,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 21.49K | 新規 | $857,077 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 15.18K | +75.5% | $597,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 14.07K | -85.7% | $561,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 7.83K | -12.7% | $312,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 7.74K | -5.6% | $308,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 6.49K | +7.1% | $258,996 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 5.67K | +0.1% | $226,083 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cwm, Llc | 4.87K | +32.7% | $194,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 3.88K | +2.6% | $155,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 1.88K | +189.3% | $74,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 1.79K | 新規 | $71,283 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 1.24K | 新規 | $49,595 | 0.0% | New | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 495 | -1.6% | $19,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 28 | -6.7% | $1,117 | 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
| Citadel Advisors | $857,077 | 0.0% |
| Qube Research & Technologies… | $71,283 | 0.0% |
| Fifth Third Bancorp | $49,595 | 0.0% |
ポジション解消済み
| Wealth Enhancement Advisory… | $274,902 | だった 0.0% |
| Hrt Financial Lp | $209,000 | 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): 163 保有者, 5.38M 株式数, $210.08M 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。