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）
33追跡対象保有者
+3Δ保有者数
5.07M保有株数
$274.51M報告済み評価額
+4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 +10.0% ·
株式フロー +2.2% ·
新規ネットポジション数 +9.1%
— 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 | 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 · Q2 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/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 939.67K | -2.2% | $50.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 773.98K | -15.3% | $41.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 403.26K | +219.8% | $21.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 403.26K | +219.8% | $21.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 302.36K | +87.6% | $16.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 135.73K | +10.9% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 135.73K | +10.9% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 126.38K | +74.5% | $6.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 92.81K | 新規 | $5.02M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 90.96K | +8.8% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 70.69K | +0.1% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 66.61K | -2.4% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 61.10K | -36.4% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 60.04K | +115.4% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 44.53K | +2.9% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 43.25K | +8.5% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 38.26K | +2.2% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 34.85K | -1.7% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Mariner, LLC | 34.55K | -89.4% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.14K | 新規 | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 27.13K | -2.9% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 26.67K | +125.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 20.70K | +251.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 18.62K | +47.4% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 8.38K | -18.4% | $453,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 5.20K | -14.7% | $281,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 3.85K | 新規 | $212,199 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.36K | +17.6% | $181,760 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.36K | +17.6% | $181,760 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.77K | +3.3% | $149,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 727 | 新規 | $39,338 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 468 | 0.0% | $25,323 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 156 | 0.0% | $8,441 | 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
| Citadel Advisors | $5.02M | 0.0% |
| Susquehanna International… | $1.63M | 0.0% |
| Wealth Enhancement Advisory… | $212,199 | 0.0% |
| Russell Investments Group… | $39,338 | 0.0% |
ポジション解消済み
| Bank Of Montreal /Can/ | $3.01M | 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。