有価証券レコード · アーカイブ済み四半期
ETW
プロファイル取り込み待ち（名称未確定）
39追跡対象保有者
0Δ保有者数
12.91M保有株数
$113.34M報告済み評価額
+3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 0.0% · 株式フロー +0.6% · 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 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 69.87K | $666,598 | n/a | −1 |
| Q2 2026 | 37 | 0 | 13.05M | $125.78M | +3 | −4 |
| Q1 2026 | 39 | 0 | 12.91M | $113.34M | +3 | −3 |
| Q4 2025 | 38 | 0 | 12.82M | $118.19M | n/a | n/a |
| Q3 2025 | 4 | -1 | 2.19M | $19.79M | n/a | −1 |
| Q2 2025 | 3 | +2 | 318.77K | $2.76M | +2 | n/a |
| Q1 2025 | 1 | +1 | 93.19K | $768,834 | +1 | n/a |
| Q2 2024 | 1 | n/a | 37.62K | $311,093 | n/a | n/a |
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 | Bank Of America Corp /De/ | 2.19M | -0.9% | $19.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.98M | +2.2% | $17.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 1.70M | +6.6% | $14.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Invesco Ltd. | 1.60M | +0.8% | $14.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 972.89K | +2.3% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 827.44K | +4.8% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 484.23K | +1.2% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 426.27K | +4.5% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 420.34K | -9.7% | $3.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 315.77K | +8.4% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 311.78K | +6.1% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 268.18K | +3.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Franklin Resources Inc | 265.30K | +1.7% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 138.86K | +9.4% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 136.35K | -9.3% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 84.63K | +6.8% | $743,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 80.95K | -44.9% | $710,706 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 70.99K | -17.4% | $633,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 66.89K | +20.1% | $587,324 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 66.36K | 新規 | $582,667 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 62.62K | -47.0% | $549,812 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Pnc Financial Services Group, Inc. | 56.59K | 0.0% | $496,816 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 23 | Creative Planning | 41.93K | +8.3% | $369,958 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 41.05K | -44.7% | $360,437 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Citigroup Inc | 38.72K | +2.8% | $339,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 35.00K | -13.1% | $307,261 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 32.61K | +0.9% | $286,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | GAMCO Investors ✦ | 30.96K | 0.0% | $271,859 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Mariner, LLC | 27.06K | -0.7% | $237,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 26.25K | +16.3% | $230,501 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 20.29K | -6.5% | $178,181 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Cerity Partners LLC | 19.45K | 0.0% | $170,771 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.53K | 新規 | $162,667 | 0.0% | New | 1 | SEC ↗ |
| 34 | Allspring Global Investments… | 17.28K | 0.0% | $151,754 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 15.92K | -2.6% | $139,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | CIBC Bancorp USA Inc. | 12.02K | n/a | $105,496 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 4.95K | 0.0% | $43,461 | 0.0% | Held | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 2.85K | 新規 | $25,005 | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 220 | 0.0% | $1,866 | 0.0% | Held | 3 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Millennium Management | $582,667 | 0.0% |
| Fifth Third Bancorp | $162,667 | 0.0% |
| UBS AM, a distinct business… | $25,005 | 0.0% |
ポジション解消済み
| Lido Advisors, LLC | $452,500 | だった 0.0% |
| Corient Private Wealth LP | $236,716 | だった 0.0% |
| Hrt Financial Lp | $154,000 | 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): 169 保有者, 26.27M 株式数, $224.94M 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多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。