有価証券レコード · アーカイブ済み四半期
BAR
プロファイル取り込み待ち（名称未確定）
37追跡対象保有者
-3Δ保有者数
7.55M保有株数
$298.45M報告済み評価額
+2新規ポジション
−5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 -7.5% ·
株式フロー +0.4% ·
新規ネットポジション数 -8.1%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 Q2 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 | -3 | 7.55M | $298.45M | +2 | −5 |
| Q1 2026 | 41 | +4 | 7.53M | $347.00M | +5 | −1 |
| Q4 2025 | 37 | -1 | 7.68M | $326.18M | — | −1 |
| Q3 2025 | 5 | +1 | 204.04K | $7.77M | +1 | — |
| Q2 2025 | 2 | -1 | 158.81K | $5.18M | — | −1 |
| Q1 2025 | 2 | 0 | 634.80K | $19.58M | — | — |
| Q4 2024 | 2 | +1 | 303.26K | $7.85M | +1 | — |
| Q3 2024 | 1 | -1 | 161.30K | $4.19M | — | −1 |
| Q2 2024 | 2 | — | 91.52K | $2.10M | — | — |
保有者情報 · Q2 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/ | 2.46M | -2.1% | $97.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 702.59K | +1.5% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 692.25K | +5.7% | $27.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 633.25K | +0.5% | $25.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 579.18K | +1.1% | $22.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 579.18K | +1.1% | $22.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 451.59K | -1.8% | $17.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 451.59K | -1.8% | $17.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 308.81K | +2.4% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 300.56K | +29.9% | $11.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 269.46K | -2.8% | $10.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 269.46K | -2.8% | $10.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 187.91K | +12.6% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 187.91K | +12.6% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 155.79K | -9.0% | $6.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 133.34K | -5.2% | $5.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 104.87K | +0.8% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 78.19K | +1008.2% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 75.72K | -1.1% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 68.69K | -0.3% | $2.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 50.72K | -14.3% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 43.31K | -14.4% | $1.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Jane Street Group, Llc | 35.97K | 新規 | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 34 | IMC-Chicago, LLC | 35.66K | +299.2% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 29.86K | -2.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | UBS Group AG | 29.86K | -2.2% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 27.71K | +0.7% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 23.44K | +9.5% | $926,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Corient Private Wealth LP | 17.08K | +1.8% | $675,332 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 17.06K | -11.5% | $674,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 17.06K | -11.5% | $674,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 13.69K | -0.7% | $541,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Creative Planning | 12.01K | -28.8% | $474,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 8.87K | +2.7% | $358,630 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 8.37K | -78.4% | $330,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 7.90K | -9.4% | $312,129 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fifth Third Bancorp | 7.30K | -1.4% | $288,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 3.21K | +4.0% | $127,019 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Assetmark, Inc | 318 | -7.6% | $12,571 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 278 | -42.2% | $10,989 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 230 | 0.0% | $9,090 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 185 | 新規 | $7,411 | 0.0% | New | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 35 | 0.0% | $1,384 | 0.0% | Held | 3 | 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
| Jane Street Group, Llc | $1.42M | 0.0% |
| Jones Financial Companies Lllp | $7,411 | 0.0% |
ポジション解消済み
| Susquehanna International… | $3.66M | だった 0.0% |
| Renaissance Technologies | $1.22M | だった 0.0% |
| Tudor Investment Corp Et Al | $245,089 | だった 0.0% |
| Bnp Paribas Financial Markets | $3,460 | だった 0.0% |
| BlackRock | $2,860 | 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。