有価証券レコード · アーカイブ済み四半期
EOS
プロファイル取り込み待ち（名称未確定）
32追跡対象保有者
+1Δ保有者数
7.11M保有株数
$145.53M報告済み評価額
+1新規ポジション
−0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 +3.2% ·
株式フロー -6.6% ·
新規ネットポジション数 +3.1%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
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 | +2 | 7.57M | $166.76M | +3 | −1 |
| Q1 2026 | 32 | +1 | 7.11M | $145.53M | +1 | — |
| Q4 2025 | 31 | +1 | 7.62M | $178.30M | +1 | — |
| Q3 2025 | 2 | — | 1.25M | $30.03M | — | — |
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 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.21M | -4.1% | $24.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.13M | -5.8% | $23.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 769.23K | +6.9% | $15.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 769.23K | +6.9% | $15.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 723.01K | -0.8% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 723.01K | -0.8% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 699.48K | +2.2% | $14.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 699.48K | +2.2% | $14.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 428.14K | -2.7% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 428.14K | -2.7% | $8.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 412.73K | +0.8% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 366.37K | +4.5% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 349.04K | -7.7% | $7.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 300.15K | -53.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 300.15K | -53.6% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 124.20K | +4.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 124.20K | +4.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 120.93K | +0.9% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 113.94K | -33.4% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 75.38K | +50.0% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 37.72K | -30.2% | $771,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 34.41K | -52.7% | $704,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 31.82K | +15.5% | $650,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 23.99K | +21.8% | $490,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 22.42K | +2.8% | $458,643 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 21.45K | +50.2% | $438,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 21.45K | +50.2% | $438,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 20.23K | -8.9% | $413,828 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 16.50K | -3.3% | $342,375 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 14.13K | +65.0% | $289,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 12.61K | +0.2% | $257,939 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mariner, LLC | 10.71K | 0.0% | $219,213 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 10.60K | 0.0% | $216,876 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 9.84K | 0.0% | $201,224 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 9.84K | 0.0% | $201,224 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 7.43K | +12.0% | $152,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 5.70K | +321.7% | $116,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cwm, Llc | 2.06K | -89.3% | $42,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 917 | 新規 | $18,762 | 0.0% | New | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 316 | -27.9% | $6,146 | 0.0% | ▼ Trim | 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
| UBS AM, a distinct business… | $18,762 | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 123 保有者, 11.00M 株式数, $221.25M 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。
市場内買い付け (P)
Aug 21
QUINTON KEITH
Other · 5.00K 株 @ 21.39 · $106,950
市場内売却 (S)
カバレッジ期間内にインサイダーによる市場内売却はありません。
株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。 方法論