有価証券レコード
FLTB
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
+1Δ保有者数
3.48M保有株数
$174.57M報告済み評価額
+3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 +4.0% ·
株式フロー +9.2% ·
新規ネットポジション数 +3.8%
— 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 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 | 26 | +1 | 3.48M | $174.57M | +3 | −2 |
| Q1 2026 | 25 | +1 | 3.19M | $160.24M | +2 | −1 |
| Q4 2025 | 24 | 0 | 2.88M | $146.10M | +1 | −1 |
| Q3 2025 | 4 | +1 | 266.83K | $13.52M | +1 | — |
| Q2 2025 | 1 | -1 | 401 | $20,220 | — | −1 |
| Q1 2025 | 1 | 0 | 25.20K | $1.26M | — | — |
| Q4 2024 | 1 | +1 | 40.50K | $2.01M | +1 | — |
| Q2 2024 | 1 | — | 5.39K | $264,487 | — | — |
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 | Bank Of America Corp /De/ | 923.05K | +9.5% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 923.05K | +9.5% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 446.26K | +19.4% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 430.24K | -4.7% | $21.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 367.41K | +11.9% | $18.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 332.98K | +0.1% | $16.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 332.98K | +0.1% | $16.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 219.26K | -26.4% | $10.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 163.46K | +103.4% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 163.46K | +103.4% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 163.46K | +103.4% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 129.64K | +4.0% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 114.49K | +731.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 114.49K | +731.4% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 75.27K | +40.5% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 64.19K | +7.0% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 45.57K | +158.6% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 36.49K | +21.5% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 29.68K | 新規 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 25.30K | +3.6% | $1.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 25.29K | 新規 | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 23.66K | +3.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 7.14K | +3436.1% | $358,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 6.50K | +0.9% | $325,833 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 5.57K | +3.9% | $279,135 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.76K | -22.5% | $238,820 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 2.63K | +13.8% | $131,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 2.63K | +13.8% | $131,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 2.63K | +13.8% | $131,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 2.63K | +13.8% | $131,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.00K | 0.0% | $100,260 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 892 | -98.3% | $44,716 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 11 | 0.0% | $550 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 10 | 新規 | $501 | 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
| Goldman Sachs Group | $1.49M | 0.0% |
| Citadel Advisors | $1.27M | 0.0% |
| Northwestern Mutual Wealth… | $501 | 0.0% |
ポジション解消済み
| Jane Street Group, Llc | $2.70M | だった 0.0% |
| Stifel Financial Corp | $225,462 | 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, 4.39M 株式数, $213.64M 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。