有価証券レコード · アーカイブ済み四半期
EQAL
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
5.81M保有株数
$305.60M報告済み評価額
+1新規ポジション
−2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 -3.0% ·
株式フロー +0.1% ·
新規ネットポジション数 -3.1%
— 計算式
集中的な買い集め — 保有者数が減少する中で株式数が増加
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 Q4 2025
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 | 31 | -2 | 6.19M | $366.66M | +1 | −3 |
| Q1 2026 | 33 | +1 | 6.05M | $333.08M | +3 | −2 |
| Q4 2025 | 32 | -1 | 5.81M | $305.60M | +1 | −2 |
| Q3 2025 | 5 | 0 | 169.55K | $8.82M | — | — |
| Q2 2025 | 3 | +1 | 27.09K | $1.33M | +1 | — |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 4.66M | — | $245.06M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 259.30K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 259.30K | — | $13.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 202.58K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 155.39K | +4.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 155.39K | +4.1% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 136.16K | — | $7.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 77.55K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 35.72K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 35.32K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 35.32K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 34.19K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 23.94K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 20.81K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 19.41K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 17.86K | — | $940,140 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 16.73K | — | $880,769 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 14.80K | — | $779,170 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 14.80K | — | $779,170 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 10.15K | — | $534,454 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 10.07K | — | $529,941 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 9.50K | — | $513,719 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 9.70K | 新規 | $510,608 | 0.0% | New | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 9.05K | — | $476,376 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 9.05K | — | $476,376 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 8.71K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 8.71K | — | $459,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 8.66K | — | $455,968 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 8.48K | — | $446,649 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 7.34K | +3.7% | $386,316 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 5.72K | — | $301,247 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 4.95K | — | $260,357 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Captrust Financial Advisors | 4.12K | — | $216,877 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 2.37K | — | $124,652 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 982 | — | $51,692 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | BlackRock ✦ (パッシブ) | 300 | 0.0% | $15,792 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 30 | — | $1,579 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 0 | — | $17 | 0.0% | n/c | 1 | 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
| Two Sigma Investments | $510,608 | 0.0% |
ポジション解消済み
| Citadel Advisors | $455,884 | だった 0.0% |
| Goldman Sachs Group | $215,020 | 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): 86 保有者, 7.05M 株式数, $380.96M 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。