有価証券レコード
DSTL
プロファイル取り込み待ち（名称未確定）
40追跡対象保有者
+2Δ保有者数
5.87M保有株数
$351.09M報告済み評価額
+4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 +5.3% ·
株式フロー +7.8% ·
新規ネットポジション数 +5.0%
— 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 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 | 40 | +2 | 5.87M | $351.09M | +4 | −2 |
| Q1 2026 | 39 | +3 | 5.45M | $311.10M | +5 | −2 |
| Q4 2025 | 36 | -1 | 6.30M | $373.71M | +1 | −2 |
| Q3 2025 | 5 | -1 | 347.29K | $20.13M | — | −1 |
| Q2 2025 | 3 | 0 | 7.05K | $390,380 | — | — |
| Q1 2025 | 1 | 0 | 5.49K | $297,832 | — | — |
| Q4 2024 | 1 | 0 | 5.81K | $319,217 | — | — |
| Q3 2024 | 1 | -1 | 5.81K | $329,715 | — | −1 |
| Q2 2024 | 2 | — | 14.55K | $747,879 | — | — |
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 | Wealth Enhancement Advisory… | 2.00M | +9.7% | $119.12M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 683.46K | +5.9% | $40.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 683.46K | +5.9% | $40.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 683.46K | +5.9% | $40.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 682.24K | -14.4% | $40.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 511.83K | -5.5% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 454.40K | +0.8% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 307.21K | -1.4% | $18.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 307.21K | -1.4% | $18.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 226.17K | +27.2% | $13.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 226.17K | +27.2% | $13.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 221.18K | +3207.2% | $13.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Focus Partners Wealth | 159.83K | -7.7% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 152.31K | -2.5% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 74.21K | +4.9% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 74.21K | +4.9% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 57.30K | +103.4% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 45.26K | +787.3% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 44.36K | +9.5% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 41.96K | +6.5% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 40.69K | +256.4% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 26.19K | -25.3% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 18.83K | 0.0% | $1.13M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Nuveen, LLC | 15.44K | 新規 | $925,096 | 0.0% | New | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 14.40K | 新規 | $862,560 | 0.0% | New | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 13.94K | +16.1% | $835,006 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 13.94K | +16.1% | $835,006 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 13.63K | +5.7% | $816,563 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 10.10K | +0.1% | $605,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 8.97K | -16.1% | $537,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 8.97K | -16.1% | $537,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 8.51K | +54.6% | $509,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | UBS Group AG | 8.51K | +54.6% | $509,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | UBS Group AG | 8.51K | +54.6% | $509,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 6.66K | -39.7% | $398,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 5.77K | -1.0% | $345,563 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 5.48K | -31.0% | $328,072 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank Of America Corp /De/ | 3.86K | +0.5% | $231,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 3.84K | 0.0% | $230,196 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Creative Planning | 3.79K | -14.3% | $227,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citigroup Inc | 3.55K | 新規 | $212,465 | 0.0% | New | 1 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 2.44K | +20.4% | $146,282 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 906 | +0.8% | $54,267 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 762 | 新規 | $42,702 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 648 | +64700.0% | $38,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 648 | +64700.0% | $38,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 626 | 0.0% | $37,497 | 0.0% | Held | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 460 | 0.0% | $27,554 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 260 | +3.6% | $15,602 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 260 | +3.6% | $15,602 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | Assetmark, Inc | 216 | 0.0% | $12,938 | 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
| Nuveen, LLC | $925,096 | 0.0% |
| Two Sigma Investments | $862,560 | 0.0% |
| Citigroup Inc | $212,465 | 0.0% |
| Bank Of Montreal /Can/ | $42,702 | 0.0% |
ポジション解消済み
| Cibc World Market Inc. | $1.13M | だった 0.0% |
| Jane Street Group, Llc | $210,452 | 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): 144 保有者, 23.40M 株式数, $1.32B 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。