有価証券レコード
FMHI
プロファイル取り込み待ち（名称未確定）
33追跡対象保有者
+2Δ保有者数
9.14M保有株数
$443.02M報告済み評価額
+4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 +6.5% ·
株式フロー +7.0% ·
新規ネットポジション数 +6.1%
— 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 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 | 33 | +2 | 9.14M | $443.02M | +4 | −2 |
| Q1 2026 | 32 | +3 | 8.62M | $410.28M | +4 | −1 |
| Q4 2025 | 29 | +1 | 8.53M | $409.07M | +1 | — |
| Q3 2025 | 4 | 0 | 1.46M | $69.23M | — | — |
| Q2 2025 | 2 | +1 | 25.36K | $1.18M | +1 | — |
| Q1 2025 | 1 | 0 | 7.88K | $376,943 | +1 | −1 |
| Q4 2024 | 1 | 0 | 23.95K | $1.16M | — | — |
| Q3 2024 | 1 | +1 | 10.04K | $495,927 | +1 | — |
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 | Wealth Enhancement Advisory… | 1.50M | +13.0% | $72.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.16M | +5.8% | $56.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 401.18K | +11.7% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 376.75K | +13.4% | $18.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citigroup Inc | 345.76K | -12.3% | $16.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 183.03K | +210.7% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 136.77K | +5.0% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 118.82K | +19.9% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 93.32K | +10.2% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 83.32K | +47.3% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 56.27K | -6.7% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 33.50K | 新規 | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 33.50K | +33.3% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 14.71K | -11.2% | $713,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 13.36K | +26.7% | $647,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 9.14K | -4.1% | $443,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 8.24K | +20.6% | $399,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 7.62K | 新規 | $369,600 | 0.0% | New | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 6.95K | +13.9% | $337,005 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 6.93K | -1.6% | $336,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 6.87K | 新規 | $332,962 | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 5.08K | 0.0% | $246,219 | 0.0% | Held | 6 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 4.37K | -80.4% | $211,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (パッシブ) | 1.08K | 新規 | $52,321 | 0.0% | New | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 316 | 0.0% | $15,323 | 0.0% | Held | 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
| Ameriprise Financial Inc | $1.62M | 0.0% |
| Nuveen, LLC | $369,600 | 0.0% |
| Mercer Global Advisors Inc… | $332,962 | 0.0% |
| BlackRock | $52,321 | 0.0% |
ポジション解消済み
| Goldman Sachs Group | $5.56M | だった 0.0% |
| Citadel Advisors | $283,338 | 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): 179 保有者, 13.49M 株式数, $605.71M 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。