有価証券レコード · アーカイブ済み四半期
DTH
プロファイル取り込み待ち（名称未確定）
31追跡対象保有者
+2Δ保有者数
5.12M保有株数
$277.03M報告済み評価額
+3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 +6.9% ·
株式フロー +16.7% ·
新規ネットポジション数 +6.5%
— 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 | 33 | +3 | 5.07M | $274.51M | +4 | −1 |
| Q1 2026 | 31 | +2 | 5.12M | $277.03M | +3 | −1 |
| Q4 2025 | 29 | -1 | 4.39M | $226.58M | — | −1 |
| Q3 2025 | 4 | +1 | 905.24K | $44.49M | +1 | — |
| Q2 2025 | 1 | — | 2.56K | $118,823 | — | — |
| Q4 2024 | 1 | +1 | 220.21K | $8.32M | +1 | — |
| Q2 2024 | 1 | — | 11.87K | $455,504 | — | — |
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 | Bank Of America Corp /De/ | 1.59M | +12.3% | $86.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.59M | +12.3% | $86.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.59M | +12.3% | $86.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 961.13K | +16.3% | $51.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 913.70K | +17.1% | $49.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mariner, LLC | 325.69K | -18.4% | $17.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 325.69K | -18.4% | $17.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cwm, Llc | 161.56K | +72.2% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 161.16K | +654.3% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 126.09K | +57.1% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 126.09K | +57.1% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 122.38K | +16.8% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 122.38K | +16.8% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 96.03K | +3.1% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 96.03K | +3.1% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 83.60K | +25.8% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 72.42K | 新規 | $3.92M | 0.0% | New | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 70.61K | +2.9% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 68.22K | +10.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 55.72K | +38.6% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 55.72K | +38.6% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 47.72K | +7.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 47.72K | +7.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 47.72K | +7.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 43.27K | -4.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 39.86K | +5.5% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 37.44K | -0.3% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 35.45K | +24.3% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 27.95K | 新規 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 30 | Cetera Investment Advisers | 27.88K | -68.4% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 12.63K | -35.6% | $683,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 11.85K | 新規 | $641,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 10.27K | -7.8% | $554,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 6.10K | -18.4% | $329,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 5.90K | -0.3% | $318,989 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 2.86K | +33.3% | $154,469 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 2.86K | +33.3% | $154,469 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 2.68K | -5.3% | $144,798 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 2.54K | -7.0% | $137,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 2.54K | -7.0% | $137,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.54K | -7.0% | $137,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Blair William & Co/Il | 468 | 0.0% | $25,314 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 156 | 0.0% | $8,438 | 0.0% | Held | 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
| Jane Street Group, Llc | $3.92M | 0.0% |
| Fifth Third Bancorp | $1.51M | 0.0% |
| Hrt Financial Lp | $641,000 | 0.0% |
ポジション解消済み
| Wealth Enhancement Advisory… | $212,553 | 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, 7.96M 株式数, $417.38M 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。