有価証券レコード · アーカイブ済み四半期
DOL
プロファイル取り込み待ち（名称未確定）
35追跡対象保有者
+1Δ保有者数
5.75M保有株数
$378.65M報告済み評価額
+2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 +2.9% ·
株式フロー -5.1% ·
新規ネットポジション数 +2.9%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 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 | 36 | -2 | 5.87M | $436.48M | +1 | −3 |
| Q1 2026 | 39 | +4 | 5.88M | $398.96M | +4 | — |
| Q4 2025 | 35 | +1 | 5.75M | $378.65M | +2 | −1 |
| Q3 2025 | 4 | 0 | 1.75M | $108.90M | — | — |
| Q2 2025 | 1 | — | 1.60K | $95,419 | — | — |
| Q4 2024 | 1 | 0 | 24.11K | $1.19M | — | — |
| Q3 2024 | 1 | 0 | 6.92K | $373,282 | — | — |
| Q2 2024 | 1 | — | 31.25K | $1.59M | — | — |
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 | Creative Planning | 2.66M | — | $175.41M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 2.66M | — | $175.41M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.02M | +3.5% | $67.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 371.57K | -49.6% | $24.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 330.36K | — | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 237.12K | — | $15.61M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 199.21K | — | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 119.88K | — | $7.89M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 86.68K | — | $5.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 82.94K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 82.94K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 75.25K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 69.60K | — | $4.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 64.83K | — | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 57.48K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 57.48K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 46.70K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 42.89K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 42.89K | — | $2.82M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 37.40K | 新規 | $2.46M | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 34.70K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 31.95K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 30.05K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 29.40K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 23.25K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Corient Private Wealth LP | 23.25K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 21.18K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 11.16K | — | $751,414 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Focus Partners Wealth | 10.16K | — | $668,764 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 8.54K | — | $562,130 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 8.48K | — | $558,128 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 8.48K | — | $558,128 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 8.09K | — | $532,929 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (パッシブ) | 7.37K | 新規 | $485,380 | 0.0% | New | 1 | SEC ↗ |
| 41 | BlackRock ✦ (パッシブ) | 7.37K | 新規 | $485,380 | 0.0% | New | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 4.65K | — | $305,958 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 3.41K | — | $224,351 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 3.04K | — | $199,905 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 2.21K | +0.6% | $145,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 1.60K | — | $105,360 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 632 | — | $41,617 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 632 | — | $41,617 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 179 | — | $11,787 | 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
| Citadel Advisors | $2.46M | 0.0% |
| BlackRock | $485,380 | 0.0% |
| BlackRock | $485,380 | 0.0% |
ポジション解消済み
| Goldman Sachs Group | $1.24M | 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): 108 保有者, 7.33M 株式数, $497.16M 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。