有価証券レコード · アーカイブ済み四半期
BCAT
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
+1Δ保有者数
13.24M保有株数
$210.93M報告済み評価額
+4新規ポジション
−3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 +3.0% ·
株式フロー -3.1% ·
新規ネットポジション数 +2.9%
— 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 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 | 34 | +1 | 13.24M | $210.93M | +4 | −3 |
| Q1 2026 | 34 | +3 | 13.79M | $194.54M | +6 | −3 |
| Q4 2025 | 31 | +1 | 13.35M | $189.02M | +1 | — |
| Q3 2025 | 2 | -1 | 4.49M | $66.46M | — | −1 |
| Q2 2025 | 2 | -1 | 43.20K | $654,063 | — | −1 |
| Q1 2025 | 2 | 0 | 25.48K | $366,868 | — | — |
| Q4 2024 | 2 | 0 | 28.76K | $435,669 | +1 | −1 |
| Q3 2024 | 2 | -2 | 37.63K | $618,964 | — | −2 |
| Q2 2024 | 4 | — | 104.61K | $1.72M | — | — |
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 | Morgan Stanley ✦ | 3.60M | -17.4% | $57.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.60M | -17.4% | $57.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.60M | -17.4% | $57.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.43M | -3.3% | $38.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.43M | -3.3% | $38.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.55M | +5.1% | $24.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.05M | +7.4% | $16.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 1.05M | +7.4% | $16.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.05M | +7.4% | $16.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 699.93K | -23.7% | $11.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 680.44K | +19.4% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 680.44K | +19.4% | $10.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 580.81K | +382.2% | $9.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 464.98K | -1.5% | $7.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 442.87K | +6.0% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 401.72K | -19.9% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 401.72K | -19.9% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 356.33K | +5.3% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 356.33K | +5.3% | $5.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Lido Advisors, LLC | 189.56K | +1.7% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 124.51K | +53.5% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 124.51K | +53.5% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 104.07K | +13.6% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 104.07K | +13.6% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 90.49K | +2.0% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 81.18K | +11.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 80.88K | +17.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | First Trust Advisors Lp | 61.20K | -41.4% | $974,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 34.65K | +23.5% | $551,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 29.22K | +72.7% | $465,444 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 27.00K | -34.5% | $430,126 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 26.33K | +142.8% | $419,425 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 24.50K | 0.0% | $390,365 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 19.76K | 新規 | $314,796 | 0.0% | New | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 19.41K | -78.5% | $309,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Millennium Management ✦ | 12.24K | -36.2% | $194,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Creative Planning | 11.69K | -21.0% | $186,254 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mariner, LLC | 10.46K | 新規 | $166,693 | 0.0% | New | 1 | SEC ↗ |
| 39 | BlackRock ✦ (パッシブ) | 9.56K | 0.0% | $152,315 | 0.0% | Held | 5 | SEC ↗ |
| 40 | BlackRock ✦ (パッシブ) | 9.56K | 0.0% | $152,315 | 0.0% | Held | 5 | SEC ↗ |
| 41 | BlackRock ✦ (パッシブ) | 9.56K | 0.0% | $152,315 | 0.0% | Held | 5 | SEC ↗ |
| 42 | Fifth Third Bancorp | 9.53K | -1.8% | $151,774 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 5.37K | 0.0% | $85,480 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 1.30K | +418.4% | $20,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 825 | 新規 | $13,258 | 0.0% | New | 1 | SEC ↗ |
| 46 | Danske Bank A/S | 1 | 新規 | $16 | 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
| Truist Financial Corp | $314,796 | 0.0% |
| Mariner, LLC | $166,693 | 0.0% |
| JPMorgan Chase | $13,258 | 0.0% |
| Danske Bank A/S | $16 | 0.0% |
ポジション解消済み
| Hrt Financial Lp | $256,000 | だった 0.0% |
| Goldman Sachs Group | $180,864 | だった 0.0% |
| Jones Financial Companies Lllp | $140 | 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): 100 保有者, 19.47M 株式数, $223.48M 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。