有価証券レコード · アーカイブ済み四半期
FDT
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
0Δ保有者数
4.43M保有株数
$352.19M報告済み評価額
+0新規ポジション
−0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 +0.8% · 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 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 | 34 | +1 | 6.57M | $622.07M | +4 | −3 |
| Q1 2026 | 34 | +3 | 6.25M | $543.55M | +5 | −2 |
| Q4 2025 | 31 | 0 | 4.43M | $352.19M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $80.84M | — | — |
| Q2 2025 | 1 | — | 281 | $19,351 | — | — |
| Q3 2024 | 1 | +1 | 8.90K | $513,378 | +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 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.11M | +3.4% | $87.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 844.38K | — | $67.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 418.05K | — | $33.21M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 418.05K | — | $33.21M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 406.08K | — | $32.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 284.77K | — | $22.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 268.83K | — | $21.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 207.84K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 203.04K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 203.04K | — | $16.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Assetmark, Inc | 153.13K | — | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 151.40K | — | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 101.77K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 101.77K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 79.94K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 42.20K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 40.00K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 30.04K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 22.16K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 16.33K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 11.97K | — | $951,292 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cwm, Llc | 10.76K | — | $855,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 8.97K | — | $712,653 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 7.48K | — | $594,038 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 5.16K | — | $410,103 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 3.14K | — | $249,173 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 3.06K | — | $243,014 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 3.03K | — | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 928 | -21.1% | $73,727 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 872 | +121.9% | $69,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 310 | — | $24,628 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 246 | — | $19,544 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fifth Third Bancorp | 103 | — | $8,183 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 92 | — | $7,309 | 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
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
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): 179 保有者, 8.74M 株式数, $726.48M 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。