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）
31追跡対象保有者
-2Δ保有者数
6.19M保有株数
$366.66M報告済み評価額
+1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 -6.1% ·
株式フロー +2.4% ·
新規ネットポジション数 -6.5%
— 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 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 | 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 · Q2 2026
| # | 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 | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 4.63M | -0.3% | $274.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 400.25K | +0.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 400.25K | +0.3% | $23.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 228.66K | +1.4% | $13.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 211.84K | +7.4% | $12.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 155.54K | +21.1% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 118.71K | -7.5% | $7.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 73.79K | 新規 | $4.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 52.94K | +37.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 52.94K | +37.8% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 45.28K | +8.2% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 34.60K | +1.5% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 30.03K | +390.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 27.00K | +330.4% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 23.96K | +0.1% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 19.98K | -0.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 18.77K | -23.5% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 15.47K | +31.1% | $914,499 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 14.69K | -0.1% | $870,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 14.69K | -0.1% | $870,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 13.65K | -6.8% | $809,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 13.65K | -6.8% | $809,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 12.72K | -26.5% | $753,501 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.53K | +45.7% | $624,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Truist Financial Corp | 10.36K | +2.7% | $613,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 8.53K | +0.2% | $505,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 8.04K | -4.8% | $476,578 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 5.61K | +36.2% | $332,414 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 5.40K | 0.0% | $320,208 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 5.02K | 0.0% | $297,336 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 4.72K | -50.3% | $279,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 3.41K | -56.1% | $202,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 982 | 0.0% | $58,187 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Simplex Trading, Llc | 7 | -89.4% | $414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 0 | -100.0% | $23 | 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
| Goldman Sachs Group | $4.37M | 0.0% |
ポジション解消済み
| JPMorgan Chase | $199,726 | だった 0.0% |
| BlackRock | $16,530 | だった 0.0% |
| Russell Investments Group… | $1,653 | 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。