有価証券レコード · アーカイブ済み四半期
DSL
プロファイル取り込み待ち（名称未確定）
32追跡対象保有者
-2Δ保有者数
13.50M保有株数
$146.21M報告済み評価額
+2新規ポジション
−4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 -5.9% ·
株式フロー +3.4% ·
新規ネットポジション数 -6.2%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 | 30 | -1 | 13.66M | $151.12M | +2 | −3 |
| Q1 2026 | 32 | -2 | 13.50M | $146.21M | +2 | −4 |
| Q4 2025 | 34 | 0 | 13.06M | $147.17M | — | — |
| Q3 2025 | 1 | -1 | 3.11M | $38.22M | — | −1 |
| Q2 2025 | 1 | 0 | 15.84K | $193,869 | — | — |
| Q1 2025 | 1 | 0 | 3.92K | $49,469 | — | — |
| Q4 2024 | 1 | -2 | 227.73K | $2.86M | — | −2 |
| Q3 2024 | 3 | +2 | 47.68K | $618,939 | +2 | — |
| Q2 2024 | 1 | — | 9.69K | $121,269 | — | — |
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 | Wells Fargo & Company/Mn | 2.65M | +12.5% | $28.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.65M | +12.5% | $28.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.32M | -14.7% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.32M | -14.7% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.62M | +255.8% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Invesco Ltd. | 1.08M | -2.5% | $11.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 947.35K | -9.3% | $10.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 947.35K | -9.3% | $10.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 933.06K | +5.5% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 889.34K | +14.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 889.34K | +14.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 889.34K | +14.9% | $9.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 758.01K | +22.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 758.01K | +22.5% | $8.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | LPL Financial LLC | 576.92K | +1.1% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 415.44K | -4.2% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 320.05K | -18.2% | $3.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 246.67K | -0.6% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 153.66K | +12.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 153.66K | +12.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 106.71K | -53.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 106.71K | -53.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | First Trust Advisors Lp | 89.69K | +3.2% | $971,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 79.27K | +38.9% | $858,524 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 75.12K | +33.0% | $813,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 39.36K | -47.4% | $426,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 36.71K | +13.0% | $397,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 34.36K | +9.8% | $372,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 31.00K | -0.9% | $335,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 23.83K | -16.2% | $258,079 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 19.09K | -67.8% | $204,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 14.51K | 新規 | $157,187 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 12.50K | -43.7% | $135,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 11.82K | -5.8% | $128,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 10.35K | -6.2% | $112,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $57,886 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 5.34K | 0.0% | $57,886 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Cwm, Llc | 5.01K | -20.3% | $54,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 4.56K | -95.1% | $49,237 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 162 | 新規 | $1,754 | 0.0% | New | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 46 | -98.5% | $498 | 0.0% | ▼ Trim | 2 | 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
| Fifth Third Bancorp | $157,187 | 0.0% |
| Northwestern Mutual Wealth… | $1,754 | 0.0% |
ポジション解消済み
| Balyasny Asset Management L.P. | $4.69M | だった 0.0% |
| Cerity Partners LLC | $579,278 | だった 0.0% |
| Captrust Financial Advisors | $126,020 | だった 0.0% |
| Jones Financial Companies Lllp | $9,557 | 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): 176 保有者, 28.08M 株式数, $263.02M 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。