有価証券レコード · アーカイブ済み四半期
AVK
プロファイル取り込み待ち（名称未確定）
29追跡対象保有者
+6Δ保有者数
4.78M保有株数
$53.34M報告済み評価額
+6新規ポジション
−0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 +26.1% ·
株式フロー +5.0% ·
新規ネットポジション数 +20.0%
— 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 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +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 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 536.30K | -5.4% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 164.12K | +0.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 140.96K | +0.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 104.30K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 100.09K | -14.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 60.46K | -13.6% | $674,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 56.27K | +11.2% | $627,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 53.47K | 新規 | $596,725 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 39.12K | -3.9% | $436,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 28.75K | -48.5% | $331,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 25.98K | 新規 | $289,881 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 25.71K | 新規 | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 25.00K | 新規 | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 25.00K | 新規 | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.94K | 新規 | $211,393 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 18.37K | -3.8% | $204,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Invesco Ltd. | 17.09K | -40.9% | $190,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.88K | +60.0% | $87,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.77K | +271.8% | $30,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.47K | 0.0% | $16,450 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 480 | 新規 | $5,270 | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 400 | 0.0% | $4,328 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 262 | 0.0% | $2,924 | 0.0% | Held | 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
| Millennium Management | $596,725 | 0.0% |
| Susquehanna International… | $289,881 | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Fifth Third Bancorp | $211,393 | 0.0% |
| Jones Financial Companies Lllp | $5,270 | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 108 保有者, 12.17M 株式数, $103.17M 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。