有価証券レコード
EOI
プロファイル取り込み待ち（名称未確定）
26追跡対象保有者
0Δ保有者数
6.06M保有株数
$119.16M報告済み評価額
+1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 0.0% · 株式フロー -15.3% · 新規ネットポジション数 0.0% — 計算式
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 | 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 · Q2 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 | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.68M | +11.3% | $32.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 616.11K | -24.5% | $12.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 575.52K | +1.1% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 532.90K | -2.3% | $10.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 490.84K | -66.7% | $9.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 450.14K | +12.9% | $8.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 374.21K | +5.3% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 218.54K | +0.8% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 217.01K | +8.2% | $4.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 202.09K | +20.2% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 181.88K | -3.6% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 147.24K | -56.2% | $2.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 72.07K | -3.4% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 48.98K | +19.6% | $962,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 48.05K | -10.5% | $944,600 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 47.65K | -4.3% | $936,883 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 46.70K | 0.0% | $918,063 | 0.0% | Held | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 44.69K | -6.1% | $878,516 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 43.60K | -3.0% | $857,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mariner, LLC | 12.36K | 新規 | $242,990 | 0.0% | New | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 4.86K | 0.0% | $95,466 | 0.0% | Held | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 4.68K | +22.2% | $90,679 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Fifth Third Bancorp | 1.50K | 0.0% | $29,490 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.08K | +2664.1% | $20,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 274 | 0.0% | $5,387 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Assetmark, Inc | 24 | 0.0% | $472 | 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
| Mariner, LLC | $242,990 | 0.0% |
ポジション解消済み
| Jane Street Group, Llc | $213,434 | 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。