有価証券レコード · アーカイブ済み四半期
FAD
プロファイル取り込み待ち（名称未確定）
29追跡対象保有者
0Δ保有者数
1.40M保有株数
$280.42M報告済み評価額
+2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 0.0% · 株式フロー +18.5% · 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 | 29 | 0 | 1.40M | $280.42M | +2 | −2 |
| Q1 2026 | 30 | +3 | 1.19M | $188.30M | +3 | — |
| Q4 2025 | 27 | -2 | 1.11M | $180.26M | — | −2 |
| Q3 2025 | 5 | -1 | 366.85K | $58.90M | — | −1 |
| Q2 2025 | 3 | +2 | 8.44K | $1.24M | +2 | — |
| Q2 2024 | 1 | — | 20.24K | $2.49M | — | — |
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 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 277.57K | +14.5% | $55.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 276.50K | +39.7% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 212.49K | +21.4% | $42.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 212.49K | +21.4% | $42.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 125.70K | +34.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 125.70K | +34.3% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 68.73K | +13.0% | $13.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 61.71K | +109.1% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $10.00M | 0.0% | Held | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 49.71K | +9.2% | $9.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Truist Financial Corp | 48.48K | -1.7% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 48.48K | -1.7% | $9.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 41.54K | +0.1% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 41.54K | +0.1% | $8.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 35.90K | +70.9% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 30.48K | +23.2% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 24.36K | +0.1% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 21.05K | -38.5% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 18.33K | +30.4% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 17.38K | -1.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 17.38K | -1.8% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 13.57K | +3.8% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 11.05K | -62.7% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 11.05K | -62.7% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 8.52K | -38.7% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 8.52K | -38.7% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 3.85K | +42.3% | $770,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nomura Asset Management Co Ltd | 3.63K | 新規 | $725,889 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.58K | -1.7% | $301,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 829 | 0.0% | $165,852 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 389 | 0.0% | $77,788 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 370 | 0.0% | $73,931 | 0.0% | Held | 5 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 200 | 新規 | $39,456 | 0.0% | New | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 115 | 0.0% | $22,996 | 0.0% | Held | 3 | SEC ↗ |
| 39 | BlackRock ✦ (パッシブ) | 103 | 0.0% | $20,597 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Fifth Third Bancorp | 68 | -22.7% | $13,598 | 0.0% | ▼ Trim | 2 | 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
| Nomura Asset Management Co Ltd | $725,889 | 0.0% |
| JPMorgan Chase | $39,456 | 0.0% |
ポジション解消済み
| Citigroup Inc | $7,946 | だった 0.0% |
| Russell Investments Group… | $954 | 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): 99 保有者, 1.64M 株式数, $252.78M 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。