有価証券レコード · アーカイブ済み四半期
EOI
プロファイル取り込み待ち（名称未確定）
27追跡対象保有者
+2Δ保有者数
7.17M保有株数
$134.64M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 +8.0% ·
株式フロー +11.1% ·
新規ネットポジション数 +7.4%
— 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 | 26 | 0 | 6.06M | $119.16M | +1 | −1 |
| Q1 2026 | 27 | +2 | 7.17M | $134.64M | +3 | −1 |
| Q4 2025 | 25 | 0 | 6.45M | $132.56M | — | — |
| Q3 2025 | 2 | — | 828.78K | $17.40M | — | — |
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 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.51M | +3.8% | $28.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 1.47M | +88.8% | $27.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 815.60K | +0.8% | $15.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 569.31K | -4.4% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 545.25K | +6.1% | $10.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 398.77K | -13.2% | $7.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 355.21K | +37.1% | $6.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 336.43K | +2.3% | $6.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 216.81K | +1.3% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 200.60K | +5.8% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 188.75K | -1.1% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 168.11K | -16.4% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 74.64K | -13.2% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 53.69K | -19.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 49.80K | -0.5% | $935,263 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 47.61K | +17.8% | $894,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 46.70K | -51.0% | $876,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 44.97K | +0.3% | $844,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 40.95K | +2.0% | $769,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Jane Street Group, Llc | 11.37K | 新規 | $213,434 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 11.37K | 新規 | $213,434 | 0.0% | New | 1 | SEC ↗ |
| 35 | Cwm, Llc | 10.05K | +0.6% | $188,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $91,193 | 0.0% | Held | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.83K | 0.0% | $69,402 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.50K | 新規 | $28,170 | 0.0% | New | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | 0.0% | $5,146 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 39 | 新規 | $706 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 24 | 0.0% | $451 | 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 | $213,434 | 0.0% |
| Jane Street Group, Llc | $213,434 | 0.0% |
| Fifth Third Bancorp | $28,170 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
ポジション解消済み
| Mariner, LLC | $222,070 | 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): 81 保有者, 9.57M 株式数, $169.82M 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。