有価証券レコード · アーカイブ済み四半期
AVES
プロファイル取り込み待ち（名称未確定）
34追跡対象保有者
+5Δ保有者数
6.24M保有株数
$374.39M報告済み評価額
+7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 +17.2% ·
株式フロー +30.0% ·
新規ネットポジション数 +14.7%
— 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 | 37 | +4 | 6.70M | $439.64M | +6 | −2 |
| Q1 2026 | 34 | +5 | 6.24M | $374.39M | +7 | −2 |
| Q4 2025 | 29 | 0 | 3.53M | $205.76M | +1 | −1 |
| Q3 2025 | 5 | 0 | 27.16K | $1.56M | — | — |
| Q2 2025 | 2 | -1 | 17.43K | $933,516 | — | −1 |
| Q1 2025 | 2 | +1 | 26.98K | $1.27M | +1 | — |
| Q4 2024 | 1 | 0 | 12.66K | $584,889 | — | — |
| Q3 2024 | 1 | +1 | 4.43K | $230,769 | +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 | American Century Companies Inc | 2.17M | +22.4% | $130.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.16M | +805.8% | $129.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 737.51K | 0.0% | $44.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 245.16K | -1.1% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 211.61K | +281.4% | $12.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 123.38K | +297.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 123.38K | +297.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Corient Private Wealth LP | 65.61K | -49.3% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 62.81K | -11.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 54.80K | +59.9% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 54.35K | +563.8% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 46.92K | -4.9% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 46.41K | +27.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 41.44K | 新規 | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 32.43K | +53.4% | $1.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 32.19K | +49.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 30.68K | 新規 | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 28.31K | +19.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 24.01K | +16.5% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 18.79K | 新規 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.42K | 新規 | $624,871 | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.42K | 新規 | $624,871 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 7.59K | +36.0% | $455,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 6.88K | 新規 | $412,881 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 6.88K | 新規 | $412,881 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 6.24K | 新規 | $374,495 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 5.50K | 0.0% | $330,173 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 4.33K | +46.2% | $259,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 3.35K | +14.2% | $200,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 2.98K | +112.8% | $178,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 2.01K | 0.0% | $120,620 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.00K | +3124.2% | $119,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.35K | +1070.4% | $80,735 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS Group AG | 931 | +291.2% | $55,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 268 | 0.0% | $16,048 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 256 | -3.8% | $14,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 124 | 新規 | $7,438 | 0.0% | New | 1 | 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
| Goldman Sachs Group | $2.49M | 0.0% |
| Hrt Financial Lp | $1.84M | 0.0% |
| Mariner, LLC | $1.13M | 0.0% |
| Raymond James Financial Inc | $624,871 | 0.0% |
| Raymond James Financial Inc | $624,871 | 0.0% |
| Cerity Partners LLC | $412,881 | 0.0% |
| Cerity Partners LLC | $412,881 | 0.0% |
| Wealth Enhancement Advisory… | $374,495 | 0.0% |
| Wells Fargo & Company/Mn | $7,438 | 0.0% |
ポジション解消済み
| Citigroup Inc | $396,275 | だった 0.0% |
| Royal Bank Of Canada | $136,000 | 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): 164 保有者, 17.69M 株式数, $1.05B 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。