有価証券レコード · アーカイブ済み四半期
DVYE
プロファイル取り込み待ち（名称未確定）
49追跡対象保有者
+2Δ保有者数
10.60M保有株数
$364.10M報告済み評価額
+5新規ポジション
−3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 +4.3% ·
株式フロー +5.2% ·
新規ネットポジション数 +4.1%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 337.01K | $11.57M | n/a | n/a |
| Q2 2026 | 47 | -1 | 11.45M | $369.28M | +1 | −2 |
| Q1 2026 | 49 | +2 | 10.60M | $364.10M | +5 | −3 |
| Q4 2025 | 47 | 0 | 10.08M | $314.08M | n/a | n/a |
| Q3 2025 | 6 | 0 | 2.76M | $81.91M | n/a | n/a |
| Q2 2025 | 4 | 0 | 192.68K | $5.52M | n/a | n/a |
| Q1 2025 | 2 | +1 | 73.36K | $2.00M | +1 | n/a |
| Q4 2024 | 1 | 0 | 30.19K | $779,885 | n/a | n/a |
| Q3 2024 | 1 | 0 | 63.10K | $1.81M | n/a | n/a |
| Q2 2024 | 1 | n/a | 63.65K | $1.73M | n/a | n/a |
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/ | 1.53M | +25.9% | $52.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.15M | +5.9% | $39.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | UBS Group AG | 1.06M | +12.5% | $36.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Creative Planning | 1.05M | -3.8% | $36.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.04M | +42.0% | $35.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 537.47K | -31.8% | $18.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 348.90K | +15.0% | $12.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 315.55K | +29.1% | $10.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Jane Street Group, Llc | 309.33K | +23.7% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | State Of Wisconsin Investment Board | 267.95K | 0.0% | $9.21M | 0.0% | Held | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 246.08K | +6.2% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 244.53K | -3.6% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 243.99K | -12.0% | $8.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 180.88K | 0.0% | $6.22M | 0.0% | Held | 5 | SEC ↗ ×3 |
| 15 | Mariner, LLC | 173.26K | -48.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 172.46K | -39.0% | $5.93M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Raymond James Financial Inc | 171.46K | +66.1% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Mercer Global Advisors Inc /Adv | 171.18K | -36.6% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 169.07K | -15.9% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Stifel Financial Corp | 150.93K | +3.6% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Envestnet Asset Management Inc | 135.69K | +39.1% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 124.53K | -4.7% | $4.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 121.13K | +20.3% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 104.09K | +71.2% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 74.10K | +34.6% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 59.93K | -13.2% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 54.62K | +7.1% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 52.97K | +16.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Lido Advisors, LLC | 52.58K | +0.6% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealthfront Advisers LLC | 52.33K | +14.9% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Allianz Asset Management GmbH | 49.00K | 新規 | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 42.23K | -2.1% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 28.60K | +24.4% | $953,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 18.53K | 新規 | $636,924 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 13.13K | 新規 | $451,375 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 11.64K | -9.0% | $400,196 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 10.45K | 新規 | $359,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 9.18K | 新規 | $314,167 | 0.0% | New | 1 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 8.14K | -10.8% | $278,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (パッシブ) | 7.28K | -46.8% | $250,183 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 41 | Corient Private Wealth LP | 6.96K | -47.6% | $239,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | CIBC Asset Management Inc | 6.75K | 0.0% | $232,168 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Captrust Financial Advisors | 6.49K | 0.0% | $223,195 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 2.46K | +8.8% | $84,712 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Fidelity (FMR) ✦ | 2.39K | +84.9% | $82,317 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Blair William & Co/Il | 1.62K | 0.0% | $55,868 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 850 | 0.0% | $29,223 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Cwm, Llc | 230 | 0.0% | $7,907 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1 | -99.4% | $24 | 0.0% | ▼ Trim | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Allianz Asset Management GmbH | $1.68M | 0.0% |
| Qube Research & Technologies… | $636,924 | 0.0% |
| Fifth Third Bancorp | $451,375 | 0.0% |
| Hrt Financial Lp | $359,000 | 0.0% |
| TD Waterhouse Canada Inc. | $314,167 | 0.0% |
ポジション解消済み
| Cibc World Market Inc. | $638,344 | だった 0.0% |
| Citigroup Inc | $258,129 | だった 0.0% |
| Simplex Trading, Llc | $11,529 | 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): 194 保有者, 18.61M 株式数, $629.93M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。