有価証券レコード · アーカイブ済み四半期
DMXF
プロファイル取り込み待ち（名称未確定）
43追跡対象保有者
+6Δ保有者数
3.91M保有株数
$294.34M報告済み評価額
+7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 +16.2% ·
株式フロー +30.0% ·
新規ネットポジション数 +14.0%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
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 | 42 | 0 | 3.85M | $325.37M | +2 | −2 |
| Q1 2026 | 43 | +6 | 3.91M | $294.34M | +7 | −1 |
| Q4 2025 | 37 | -2 | 2.07M | $155.89M | — | −2 |
| Q3 2025 | 6 | +2 | 1.19M | $90.31M | +2 | — |
| Q2 2025 | 2 | -1 | 895.82K | $66.68M | — | −1 |
| Q1 2025 | 1 | +1 | 94.33K | $6.35M | +1 | — |
| Q3 2024 | 1 | +1 | 62.50K | $4.50M | +1 | — |
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 | Envestnet Asset Management Inc | 1.11M | +7839.2% | $83.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (パッシブ) | 840.98K | -0.5% | $63.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Sei Investments Co | 373.98K | +4.6% | $28.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 359.46K | +322.7% | $27.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 210.68K | +235.5% | $15.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 141.88K | +165.8% | $10.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 111.10K | +177.2% | $8.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 63.56K | +1.8% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 55.83K | +414.7% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cwm, Llc | 55.67K | +14.7% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 55.48K | 新規 | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 54.09K | -2.4% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 48.49K | +21.7% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 43.72K | 0.0% | $3.35M | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 43.33K | +6.5% | $3.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Corient Private Wealth LP | 33.05K | -48.4% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.55K | -1.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 29.40K | +1343.9% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 23.88K | +14.7% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 22.12K | -3.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 21.98K | -7.6% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 21.98K | -7.6% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 21.23K | +4.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 20.11K | +1.9% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 18.18K | +110.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 16.63K | -2.2% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 16.07K | 新規 | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 15.14K | 新規 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 15.14K | 新規 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 13.94K | +53.8% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Lazard Asset Management Llc | 13.21K | 0.0% | $996,619 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 12.86K | +102.2% | $970,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 12.86K | +102.2% | $970,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mariner, LLC | 9.82K | +55.2% | $741,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mariner, LLC | 9.82K | +55.2% | $741,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 9.09K | +31.4% | $685,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 9.09K | +31.4% | $685,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Brown Advisory Inc | 4.00K | 新規 | $301,800 | 0.0% | New | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 2.97K | 0.0% | $224,313 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 2.14K | +490.1% | $155,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 2.00K | +1.9% | $151,051 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 1.68K | -94.9% | $126,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 1.10K | +0.1% | $82,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fifth Third Bancorp | 827 | 新規 | $62,397 | 0.0% | New | 1 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 679 | 0.0% | $51,115 | 0.0% | Held | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 664 | +0.6% | $50,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 340 | 新規 | $25,653 | 0.0% | New | 1 | SEC ↗ |
| 58 | Toronto Dominion Bank | 32 | 新規 | $2,414 | 0.0% | New | 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 | $4.19M | 0.0% |
| Lido Advisors, LLC | $1.21M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Bank of New York Mellon Corp | $1.14M | 0.0% |
| Brown Advisory Inc | $301,800 | 0.0% |
| Fifth Third Bancorp | $62,397 | 0.0% |
| Pnc Financial Services Group… | $25,653 | 0.0% |
| Toronto Dominion Bank | $2,414 | 0.0% |
ポジション解消済み
| Wealth Enhancement Advisory… | $254,993 | 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): 243 保有者, 7.68M 株式数, $557.72M 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。