有価証券レコード · アーカイブ済み四半期
FINX
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
1.54M保有株数
$38.00M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 -19.3% · 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 | 1.54M | $38.00M | +2 | −2 |
| Q1 2026 | 29 | -5 | 1.91M | $44.00M | +2 | −7 |
| Q4 2025 | 34 | 0 | 2.32M | $68.35M | — | — |
| Q3 2025 | 4 | -1 | 306.80K | $10.28M | — | −1 |
| Q2 2025 | 3 | 0 | 24.11K | $825,003 | — | — |
| Q1 2025 | 2 | 0 | 38.18K | $1.05M | — | — |
| Q4 2024 | 2 | -2 | 17.48K | $545,757 | — | −2 |
| Q3 2024 | 4 | +2 | 57.51K | $1.61M | +2 | — |
| Q2 2024 | 2 | — | 35.17K | $884,933 | — | — |
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 ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 285.51K | -29.0% | $7.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 212.62K | -48.0% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 212.62K | -48.0% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 143.40K | -56.6% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 143.40K | -56.6% | $3.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 136.51K | +1.5% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 127.47K | +29.1% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 118.28K | -28.4% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 79.34K | 新規 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 66.23K | +11.0% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 64.16K | -13.7% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 60.10K | +228.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 60.10K | +228.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citigroup Inc | 38.02K | +16.5% | $938,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 36.78K | +61.4% | $908,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 34.03K | +19.6% | $847,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 21.16K | -22.3% | $522,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 20.98K | +33.7% | $517,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 19.83K | +11.9% | $489,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 13.64K | -47.6% | $336,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 13.52K | 新規 | $333,675 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 13.52K | 新規 | $333,675 | 0.0% | New | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 13.11K | +2.5% | $323,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 13.11K | +2.5% | $323,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Cetera Investment Advisers | 12.95K | -7.6% | $319,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 9.39K | +52.0% | $232,138 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.09K | +179.2% | $127,572 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 2.87K | -33.8% | $70,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 1.72K | 0.0% | $42,343 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.52K | +147.2% | $37,481 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 259 | -43.6% | $6,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Qube Research & Technologies Ltd | 248 | -13.9% | $6,123 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 55 | 0.0% | $1,389 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 4 | -99.4% | $99 | 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
| Citadel Advisors | $1.96M | 0.0% |
| Creative Planning | $333,675 | 0.0% |
| Creative Planning | $333,675 | 0.0% |
ポジション解消済み
| Russell Investments Group… | $6,676 | だった 0.0% |
| Assetmark, Inc | $116 | 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): 78 保有者, 2.54M 株式数, $57.67M 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。