有価証券レコード · アーカイブ済み四半期
DFE
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
-1Δ保有者数
387.86K保有株数
$27.92M報告済み評価額
+1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 -3.6% ·
株式フロー -3.0% ·
新規ネットポジション数 -3.7%
— 計算式
幅広い売り распределение — 株式数の減少と保有者数の縮小
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 | 27 | -1 | 387.86K | $27.92M | +1 | −2 |
| Q1 2026 | 29 | +3 | 400.29K | $28.70M | +3 | — |
| Q4 2025 | 26 | 0 | 358.60K | $25.76M | — | — |
| Q3 2025 | 4 | -1 | 167.49K | $11.79M | — | −1 |
| Q2 2025 | 3 | +2 | 20.65K | $1.45M | +2 | — |
| Q4 2024 | 1 | +1 | 4.10K | $231,865 | +1 | — |
| Q2 2024 | 1 | — | 24.14K | $1.44M | — | — |
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 ✦ | 109.86K | -2.6% | $7.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 92.91K | +30.8% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 92.91K | +30.8% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 48.94K | -5.9% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 22.97K | -5.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 19.71K | +0.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 19.71K | +0.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 15.19K | 0.0% | $1.09M | 0.0% | Held | 5 | SEC ↗ |
| 9 | LPL Financial LLC | 14.06K | +1.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 8.74K | -16.2% | $628,767 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 8.74K | -16.2% | $628,767 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.21K | -19.7% | $590,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 8.21K | -19.7% | $590,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 8.07K | +0.7% | $581,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 5.47K | +13.3% | $393,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 5.44K | -17.5% | $391,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 5.32K | +1.9% | $382,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 4.85K | +5.0% | $348,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.05K | -0.3% | $292,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.05K | -0.3% | $292,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.29K | 0.0% | $236,189 | 0.0% | Held | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.29K | 0.0% | $236,189 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 2.73K | 新規 | $200,083 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.14K | 0.0% | $154,016 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.73K | +12.0% | $123,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.31K | 0.0% | $94,065 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,614 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,614 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 555 | +55.9% | $39,974 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 555 | +55.9% | $39,974 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 500 | 0.0% | $35,990 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 395 | 0.0% | $28,428 | 0.0% | Held | 3 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 200 | 0.0% | $14,380 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 95 | 0.0% | $6,837 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 8 | 0.0% | $576 | 0.0% | Held | 3 | 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… | $200,083 | 0.0% |
ポジション解消済み
| Bank of New York Mellon Corp | $1.86M | だった 0.0% |
| Citigroup Inc | $39,453 | 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): 61 保有者, 602.16K 株式数, $42.60M 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。