有価証券レコード · アーカイブ済み四半期
FDD
プロファイル取り込み待ち(名称未確定)
36追跡対象保有者
+4Δ保有者数
15.94M保有株数
$283.65M報告済み評価額
+5新規ポジション
−1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 +12.5% ·
株式フロー +14.2% ·
新規ネットポジション数 +11.1%
— 計算式
幅広い買い集め — より多くの保有者にわたって株式数が増加
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 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 | 15.87M | $294.38M | +1 | −3 |
| Q1 2026 | 36 | +4 | 15.94M | $283.65M | +5 | −1 |
| Q4 2025 | 32 | 0 | 13.96M | $244.21M | +1 | −1 |
| Q3 2025 | 4 | +1 | 4.47M | $72.21M | +1 | — |
| Q2 2025 | 2 | 0 | 55.80K | $867,205 | — | — |
| Q1 2025 | 1 | 0 | 23.93K | $324,676 | — | — |
| Q4 2024 | 1 | +1 | 7.25K | $81,588 | +1 | — |
| Q2 2024 | 1 | — | 73.57K | $861,447 | — | — |
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 ✦ | 3.64M | +8.6% | $64.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.64M | +8.6% | $64.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 2.41M | +8.8% | $42.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.41M | +8.8% | $42.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.72M | 0.0% | $30.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 1.47M | +4.1% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.47M | +4.1% | $26.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 1.41M | +29.1% | $25.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 1.34M | +17.5% | $23.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 801.95K | -9.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 801.95K | -9.4% | $14.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 669.21K | +52.3% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 669.21K | +52.3% | $11.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 372.12K | +8.6% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 347.89K | +145.2% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 246.65K | +38.4% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 203.65K | +20.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 163.03K | +11.9% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 149.52K | -4.3% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 146.19K | +422.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 127.02K | +7.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 119.28K | 新規 | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 102.82K | +12.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 102.76K | +13.2% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 55.90K | +249.4% | $995,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 54.97K | +74.6% | $978,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 52.93K | 新規 | $942,685 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 48.14K | 新規 | $857,320 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 46.14K | -29.6% | $829,190 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 45.88K | +25.3% | $817,077 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 32.65K | 0.0% | $581,514 | 0.0% | Held | 2 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 19.83K | +72.8% | $353,154 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 12.50K | 0.0% | $222,625 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.44K | +5.5% | $79,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 3.65K | 0.0% | $65,007 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.65K | 0.0% | $65,007 | 0.0% | Held | 2 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 3.20K | -36.0% | $57,024 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Blair William & Co/Il | 3.00K | 0.0% | $53,430 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Cwm, Llc | 1.20K | 新規 | $21,327 | 0.0% | New | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 1.00K | 0.0% | $17,810 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 105 | 新規 | $1,870 | 0.0% | New | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 53 | -99.5% | $912 | 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
| Citadel Advisors | $2.12M | 0.0% |
| Mercer Global Advisors Inc… | $942,685 | 0.0% |
| Fifth Third Bancorp | $857,320 | 0.0% |
| Cwm, Llc | $21,327 | 0.0% |
| Bnp Paribas Financial Markets | $1,870 | 0.0% |
ポジション解消済み
| Qube Research & Technologies… | $3,815 | 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): 134 保有者, 26.17M 株式数, $450.26M 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。