有価証券レコード · アーカイブ済み四半期
FJP
プロファイル取り込み待ち(名称未確定)
26追跡対象保有者
+4Δ保有者数
1.97M保有株数
$143.12M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 +18.2% ·
株式フロー +2.7% ·
新規ネットポジション数 +15.4%
— 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 | 25 | 0 | 1.98M | $151.17M | +1 | −1 |
| Q1 2026 | 26 | +4 | 1.97M | $143.12M | +5 | −1 |
| Q4 2025 | 22 | +2 | 1.92M | $128.98M | +2 | — |
| Q3 2025 | 2 | 0 | 276.05K | $17.99M | — | — |
| Q2 2025 | 1 | -1 | 312 | $18,660 | — | −1 |
| Q1 2025 | 1 | +1 | 14.28K | $782,720 | +1 | — |
| Q2 2024 | 1 | — | 15.75K | $811,492 | — | — |
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 | Osaic Holdings, Inc. | 735.73K | 0.0% | $53.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 735.73K | 0.0% | $53.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 735.73K | 0.0% | $53.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 260.26K | +8.4% | $18.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 243.58K | -10.4% | $17.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 243.58K | -10.4% | $17.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 243.58K | -10.4% | $17.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 218.79K | +1.4% | $15.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 124.33K | +4.1% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 87.98K | +110.5% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 87.98K | +110.5% | $6.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 86.15K | -0.9% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 54.01K | -41.4% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 37.14K | +64.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 36.16K | +17.9% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 20.17K | -4.7% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 20.17K | -4.7% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 20.17K | -4.7% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 18.49K | +130.4% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 15.49K | -7.7% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Us Bancorp \De\ | 15.49K | -7.7% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 9.91K | 新規 | $719,539 | 0.0% | New | 1 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 5.89K | +50.7% | $427,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 5.08K | 新規 | $369,026 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 3.66K | -1.9% | $265,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 3.20K | -0.8% | $232,098 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 2.89K | +36.3% | $204,953 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 500 | 0.0% | $36,365 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 420 | +35.5% | $30,457 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Royal Bank Of Canada | 334 | -34.4% | $24,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 334 | -34.4% | $24,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 307 | 0.0% | $21,810 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Cwm, Llc | 165 | 新規 | $11,979 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 100 | 新規 | $7,260 | 0.0% | New | 1 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 68 | 新規 | $4,937 | 0.0% | New | 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
| Jane Street Group, Llc | $719,539 | 0.0% |
| Susquehanna International… | $369,026 | 0.0% |
| Cwm, Llc | $11,979 | 0.0% |
| Fifth Third Bancorp | $7,260 | 0.0% |
| Northwestern Mutual Wealth… | $4,937 | 0.0% |
ポジション解消済み
| Bank Of America Corp /De/ | $57,502 | 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): 86 保有者, 2.63M 株式数, $184.29M 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。