有価証券レコード · アーカイブ済み四半期
BDJ
プロファイル取り込み待ち（名称未確定）
43追跡対象保有者
+5Δ保有者数
19.91M保有株数
$171.61M報告済み評価額
+6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 +13.2% ·
株式フロー -5.2% ·
新規ネットポジション数 +11.6%
· 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 | 62.65K | $593,336 | n/a | −1 |
| Q2 2026 | 40 | -1 | 20.29M | $194.15M | +1 | −3 |
| Q1 2026 | 43 | +5 | 19.91M | $171.61M | +6 | −1 |
| Q4 2025 | 37 | -2 | 20.99M | $198.95M | n/a | −2 |
| Q3 2025 | 5 | +1 | 3.68M | $33.53M | +1 | n/a |
| Q2 2025 | 2 | 0 | 90.03K | $800,322 | +1 | −1 |
| Q1 2025 | 1 | +1 | 103.63K | $891,252 | +1 | n/a |
| Q2 2024 | 1 | n/a | 44.99K | $367,585 | 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 | Raymond James Financial Inc | 4.15M | +0.4% | $35.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.38M | -1.3% | $29.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 2.51M | -6.0% | $21.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.87M | -15.0% | $16.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.75M | -6.2% | $15.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 1.15M | +1.4% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 873.56K | +2.2% | $7.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | UBS Group AG | 734.21K | +4.8% | $6.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 572.92K | +0.1% | $4.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 510.29K | -0.1% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 424.12K | -2.2% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Baird Financial Group, Inc. | 276.22K | +2.6% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 258.67K | -10.6% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 233.83K | -4.2% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 185.68K | +7.7% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 167.42K | -71.8% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 100.20K | +2.6% | $863,747 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 72.08K | -26.4% | $632,103 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 67.75K | -36.5% | $584,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 62.54K | +72.3% | $539,060 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 55.74K | 新規 | $480,479 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 49.72K | -1.4% | $428,577 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 40.23K | -32.6% | $346,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 39.89K | 新規 | $343,878 | 0.0% | New | 1 | SEC ↗ |
| 25 | Brown Advisory Inc | 36.57K | 0.0% | $315,199 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 36.20K | 新規 | $312,087 | 0.0% | New | 1 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 35.36K | +0.7% | $304,780 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 34.88K | +68.9% | $300,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 33.95K | -2.9% | $292,603 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 29.75K | +17.3% | $256,454 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northern Trust Corp | 25.30K | +9.9% | $218,094 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | CIBC Bancorp USA Inc. | 20.73K | n/a | $178,671 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 20.43K | -55.0% | $176,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 18.67K | -1.5% | $160,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 18.52K | 新規 | $159,617 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 17.69K | -25.2% | $152,496 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | AQR Capital Management ✦ | 16.12K | 新規 | $138,922 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | BlackRock ✦ (パッシブ) | 14.00K | 0.0% | $120,680 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Corient Private Wealth LP | 12.23K | -56.3% | $105,466 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Millennium Management ✦ | 12.04K | 新規 | $103,742 | 0.0% | New | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 65 | -93.0% | $549 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 46 | 0.0% | $397 | 0.0% | Held | 2 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 2 | 0.0% | $17 | 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
| Susquehanna International… | $480,479 | 0.0% |
| UBS AM, a distinct business… | $343,878 | 0.0% |
| Fifth Third Bancorp | $312,087 | 0.0% |
| Goldman Sachs Group | $159,617 | 0.0% |
| AQR Capital Management | $138,922 | 0.0% |
| Millennium Management | $103,742 | 0.0% |
ポジション解消済み
| Focus Partners Wealth | $1.66M | 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): 215 保有者, 30.67M 株式数, $255.89M 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。