有価証券レコード · アーカイブ済み四半期
CFA
プロファイル取り込み待ち（名称未確定）
30追跡対象保有者
0Δ保有者数
2.72M保有株数
$248.84M報告済み評価額
+1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 0.0% · 株式フロー +7.7% · 新規ネットポジション数 0.0% — 計算式
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 | 32 | +3 | 2.67M | $263.86M | +3 | — |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | — | — |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | — |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | — | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | — | — |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | — | — |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | — | — |
| Q2 2024 | 1 | — | 41.79K | $3.32M | — | — |
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 | Morgan Stanley ✦ | 623.09K | -2.6% | $57.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 623.09K | -2.6% | $57.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 623.09K | -2.6% | $57.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 623.09K | -2.6% | $57.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 351.57K | -3.5% | $32.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 351.57K | -3.5% | $32.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Fifth Third Bancorp | 232.94K | +135328.5% | $21.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 214.52K | +0.4% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 214.52K | +0.4% | $19.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 200.92K | -3.5% | $18.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 200.92K | -3.5% | $18.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 196.24K | -18.5% | $17.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 194.27K | +16.1% | $17.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 194.27K | +16.1% | $17.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 122.42K | +1.6% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 122.42K | +1.6% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 120.91K | +3.0% | $11.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 93.98K | -1.7% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 76.41K | +4.0% | $6.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 54.27K | +2.7% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 50.95K | +9.2% | $4.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 35.94K | -5.6% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 35.94K | -5.6% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 35.94K | -5.6% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 34.22K | -5.8% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 34.22K | -5.8% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 33.86K | +86.5% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 20.17K | +0.3% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Allspring Global Investments… | 13.60K | 0.0% | $1.25M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 8.50K | 新規 | $782,380 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 6.12K | +0.1% | $559,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northern Trust Corp | 5.90K | 0.0% | $539,452 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Creative Planning | 4.68K | 0.0% | $427,756 | 0.0% | Held | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 4.10K | -12.3% | $375,004 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 3.86K | 0.0% | $352,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.86K | 0.0% | $352,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 3.86K | 0.0% | $352,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.74K | 0.0% | $342,406 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 3.61K | -5.1% | $330,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.37K | +59.8% | $302,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 3.37K | +59.8% | $302,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 3.37K | +59.8% | $302,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 3.14K | +81.5% | $287,097 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 3.14K | +81.5% | $287,097 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Sei Investments Co | 2.67K | 0.0% | $244,160 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Cwm, Llc | 963 | 0.0% | $88,094 | 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
| Wealth Enhancement Advisory… | $782,380 | 0.0% |
ポジション解消済み
| Citadel Advisors | $1.76M | 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): 71 保有者, 3.42M 株式数, $304.65M 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。