有価証券レコード · アーカイブ済み四半期
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プロファイル取り込み待ち（名称未確定）
41追跡対象保有者
+4Δ保有者数
7.53M保有株数
$347.00M報告済み評価額
+5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 +10.8% ·
株式フロー -2.0% ·
新規ネットポジション数 +9.8%
· 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.87K | $360,314 | n/a | n/a |
| Q2 2026 | 36 | -3 | 7.50M | $296.45M | +2 | −6 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | n/a | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | n/a |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | n/a | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | n/a | n/a |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | n/a |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | n/a | −1 |
| Q2 2024 | 2 | n/a | 91.52K | $2.10M | n/a | n/a |
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 | Bank Of America Corp /De/ | 2.52M | -2.7% | $116.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 692.05K | -0.9% | $31.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 655.12K | +25.9% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 630.23K | -8.5% | $29.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 573.02K | -4.0% | $26.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Rockefeller Capital Management L.P. | 459.65K | -0.9% | $21.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 301.48K | -2.1% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 277.22K | -5.1% | $12.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 231.38K | -14.9% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 171.28K | -13.1% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 166.96K | -16.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 140.64K | -0.1% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 104.03K | +3.0% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 79.44K | -12.4% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 76.59K | -5.1% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 68.92K | +3.7% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | HighTower Advisors, LLC | 59.16K | -14.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 50.60K | -18.0% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Citadel Advisors ✦ | 38.78K | 新規 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS Group AG | 30.52K | +7786.6% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 27.51K | +240.8% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 26.40K | -73.8% | $1.22M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 21.41K | +8.7% | $987,873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 19.27K | +19.9% | $888,925 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 16.86K | +48.0% | $777,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 16.78K | -50.8% | $773,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 13.79K | +22.9% | $636,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | IMC-Chicago, LLC | 8.93K | 新規 | $412,079 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 8.71K | -2.5% | $401,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 8.63K | +5.9% | $397,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 8.64K | +8.1% | $397,515 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 7.41K | 新規 | $341,719 | 0.0% | New | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 7.06K | -24.5% | $325,493 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Tudor Investment Corp Et Al | 5.31K | 新規 | $245,089 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.09K | -21.8% | $142,496 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 481 | +11.1% | $22,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 344 | +64.6% | $15,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 230 | 0.0% | $10,608 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 75 | -94.4% | $3,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (パッシブ) | 62 | 新規 | $2,860 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,615 | 0.0% | Held | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Citadel Advisors | $1.79M | 0.0% |
| IMC-Chicago, LLC | $412,079 | 0.0% |
| Fifth Third Bancorp | $341,719 | 0.0% |
| Tudor Investment Corp Et Al | $245,089 | 0.0% |
| BlackRock | $2,860 | 0.0% |
ポジション解消済み
| Jones Financial Companies Lllp | $2,889 | 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): 174 保有者, 15.73M 株式数, $717.43M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。