有価証券レコード · アーカイブ済み四半期
CLM
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
0Δ保有者数
8.65M保有株数
$72.29M報告済み評価額
+2新規ポジション
−2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 +0.2% · 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 Q4 2025
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 | 28 | -5 | 9.41M | $71.13M | +1 | −6 |
| Q1 2026 | 34 | 0 | 9.47M | $68.91M | +3 | −3 |
| Q4 2025 | 34 | 0 | 8.65M | $72.29M | +2 | −2 |
| Q3 2025 | 5 | 0 | 607.40K | $5.03M | +1 | −1 |
| Q2 2025 | 4 | +1 | 187.32K | $1.52M | +1 | — |
| Q1 2025 | 1 | -1 | 49.90K | $370,727 | — | −1 |
| Q4 2024 | 2 | 0 | 59.96K | $515,057 | — | — |
| Q3 2024 | 2 | 0 | 82.60K | $634,337 | — | — |
| Q2 2024 | 2 | — | 107.98K | $831,461 | — | — |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 3.37M | — | $28.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 3.37M | — | $28.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 1.80M | — | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 1.20M | — | $10.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 558.88K | +11.6% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 558.88K | +11.6% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 367.47K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 367.47K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 367.47K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 284.56K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 180.28K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 180.28K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 178.09K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 160.36K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 87.88K | — | $734,652 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 60.90K | — | $509,127 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 50.28K | — | $420,306 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Toronto Dominion Bank | 50.00K | — | $418,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 46.86K | — | $391,740 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (パッシブ) | 41.26K | +41.3% | $344,917 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 34.04K | — | $287,972 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 30.35K | — | $253,758 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 30.35K | — | $253,758 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 26.63K | — | $222,660 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 20.89K | — | $174,641 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 17.63K | — | $147,420 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 15.92K | — | $133,058 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 15.00K | 新規 | $125,400 | 0.0% | New | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 10.19K | — | $85,186 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Millennium Management ✦ | 10.17K | -61.7% | $85,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 7.96K | — | $66,542 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 6.50K | — | $54,382 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 3.90K | — | $32,562 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 3.03K | 新規 | $25,350 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 1.91K | — | $15,951 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.25K | — | $10,450 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.25K | — | $10,450 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 1.00K | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 165 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 2 | — | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Danske Bank A/S | 2 | — | $17 | 0.0% | n/c | 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
| Goldman Sachs Group | $125,400 | 0.0% |
| JPMorgan Chase | $25,350 | 0.0% |
ポジション解消済み
| Fisher Asset Management | $212,009 | だった 0.0% |
| Citadel Advisors | $207,919 | 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): 138 保有者, 42.45M 株式数, $295.12M 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。