有価証券レコード · アーカイブ済み四半期
DFGR
プロファイル取り込み待ち（名称未確定）
37追跡対象保有者
0Δ保有者数
9.84M保有株数
$259.92M報告済み評価額
+0新規ポジション
−0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 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 | 38 | +3 | 8.43M | $244.50M | +3 | — |
| Q1 2026 | 36 | -1 | 9.49M | $252.30M | +3 | −4 |
| Q4 2025 | 37 | 0 | 9.84M | $259.92M | — | — |
| Q3 2025 | 7 | 0 | 468.98K | $12.81M | — | — |
| Q2 2025 | 5 | +1 | 122.71K | $3.29M | +1 | — |
| Q1 2025 | 2 | 0 | 37.39K | $981,752 | — | — |
| Q4 2024 | 2 | +1 | 32.55K | $831,246 | +1 | — |
| Q3 2024 | 1 | -1 | 7.13K | $205,858 | — | −1 |
| Q2 2024 | 2 | — | 108.50K | $2.71M | — | — |
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 | Focus Partners Wealth | 4.01M | — | $105.84M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 1.37M | — | $36.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 1.17M | — | $30.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 580.77K | — | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 418.76K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 325.10K | +475.0% | $8.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 283.19K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 270.70K | — | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 262.59K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 202.53K | — | $5.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 161.25K | -55.9% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 153.72K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 153.72K | — | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 113.22K | — | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 92.75K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 67.36K | — | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 66.17K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 66.17K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 49.45K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 41.40K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Stifel Financial Corp | 41.40K | — | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 33.95K | +36.8% | $896,986 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Mariner, LLC | 30.83K | — | $814,608 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 26.97K | +88.2% | $712,495 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Truist Financial Corp | 23.73K | — | $626,887 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 23.73K | — | $626,887 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 18.07K | +205.8% | $477,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 18.07K | +205.8% | $477,494 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 14.16K | — | $374,092 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 12.90K | — | $340,717 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 11.16K | — | $294,953 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citigroup Inc | 10.82K | — | $285,891 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 10.44K | — | $275,798 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 4.18K | — | $110,403 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 4.18K | — | $110,403 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 4.05K | — | $107,080 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.73K | — | $72,219 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | National Bank Of Canada /Fi/ | 2.73K | — | $72,219 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.75K | — | $46,314 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.22K | -8.0% | $32,139 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 503 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 378 | — | $9,987 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS Group AG | 282 | — | $7,450 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (パッシブ) | 43 | 0.0% | $1,136 | 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
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 312 保有者, 99.85M 株式数, $2.64B 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。