有価証券レコード · アーカイブ済み四半期
CFO
プロファイル取り込み待ち（名称未確定）
27追跡対象保有者
0Δ保有者数
2.46M保有株数
$182.60M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 -1.0% · 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 | 27 | +1 | 2.36M | $188.63M | +1 | — |
| Q1 2026 | 27 | 0 | 2.46M | $182.60M | +1 | −1 |
| Q4 2025 | 27 | 0 | 2.49M | $183.62M | — | — |
| Q3 2025 | 6 | +1 | 331.22K | $24.44M | +1 | — |
| Q2 2025 | 2 | +1 | 33.17K | $2.36M | +1 | — |
| Q4 2024 | 1 | 0 | 50.76K | $3.50M | — | — |
| Q3 2024 | 1 | 0 | 13.64K | $951,796 | — | — |
| Q2 2024 | 1 | — | 21.70K | $1.39M | — | — |
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 | Cetera Investment Advisers | 435.53K | +1.3% | $32.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 376.45K | -4.1% | $27.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 307.70K | -5.2% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 256.61K | -1.0% | $19.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 237.23K | -3.7% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 173.03K | +2.2% | $12.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 165.67K | -2.0% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 137.20K | -4.0% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 99.94K | +3.3% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 61.62K | -8.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 56.25K | +94.4% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 33.50K | +0.2% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 27.84K | 0.0% | $2.06M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 23.40K | -1.9% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 14.06K | -15.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 13.64K | -4.4% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 13.22K | -14.6% | $980,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 7.67K | 新規 | $568,895 | 0.0% | New | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 5.99K | -42.4% | $443,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (パッシブ) | 4.60K | 0.0% | $341,174 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 4.60K | 0.0% | $341,174 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.42K | +43.3% | $327,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.06K | +40.1% | $78,537 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Cwm, Llc | 970 | +15.5% | $71,929 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 135 | 0.0% | $9,832 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 51 | +2.0% | $3,782 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 26 | 0.0% | $1,928 | 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
| Fifth Third Bancorp | $568,895 | 0.0% |
ポジション解消済み
| Hrt Financial Lp | $281,000 | 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): 67 保有者, 3.09M 株式数, $223.95M 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。