有価証券レコード · アーカイブ済み四半期
FPE
First Trust Preferred Securities and Income ETF · Financial Services · Asset Management
46追跡対象保有者
+2Δ保有者数
171.39M保有株数
$3.04B報告済み評価額
+6新規ポジション
−4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 +4.5% ·
株式フロー +1.9% ·
新規ネットポジション数 +4.3%
— 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
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 | Morgan Stanley ✦ | 52.76M | -0.9% | $936.47M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Royal Bank Of Canada | 19.55M | -16.9% | $347.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 3 | LPL Financial LLC | 17.84M | +6.0% | $316.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 17.02M | +6.8% | $302.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 10.20M | +7.1% | $181.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | UBS Group AG | 9.35M | -2.2% | $166.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 8.65M | +5.4% | $153.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Ameriprise Financial Inc | 5.03M | +7.8% | $89.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | HighTower Advisors, LLC | 3.46M | +4.9% | $61.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 2.96M | +14.8% | $52.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 2.53M | +21.9% | $44.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 2.35M | +4.3% | $41.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 2.24M | +4.7% | $39.77M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Rockefeller Capital Management L.P. | 2.04M | -7.9% | $36.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Baird Financial Group, Inc. | 1.96M | +10.8% | $34.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 1.79M | 新規 | $31.76M | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 1.50M | +27.9% | $26.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Commonwealth Equity Services, Llc | 1.37M | -0.8% | $24.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.32M | +10.3% | $23.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 1.13M | +9.4% | $19.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 852.10K | -0.8% | $15.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 835.28K | -1.4% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Jones Financial Companies Lllp | 650.62K | +20.1% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 632.53K | +1.1% | $11.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Mercer Global Advisors Inc /Adv | 556.77K | +265.5% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 554.08K | -1.3% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Us Bancorp \De\ | 497.76K | +40.3% | $8.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Fifth Third Bancorp | 477.94K | 新規 | $8.48M | 0.0% | New | 1 | SEC ↗ |
| 29 | First Trust Advisors Lp | 331.05K | -5.0% | $5.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 297.64K | -20.3% | $5.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 197.97K | +4.8% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 157.57K | +3.9% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 64.19K | -25.9% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Brown Advisory Inc | 60.98K | +6.5% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 56.29K | -70.2% | $999,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 22.98K | 0.0% | $407,984 | 0.0% | Held | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 19.15K | +5.5% | $339,877 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 16.38K | 新規 | $290,681 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 15.52K | -0.8% | $275,516 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 13.51K | +9.1% | $239,804 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Bank of New York Mellon Corp | 11.44K | -40.4% | $203,037 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | National Bank Of Canada /Fi/ | 5.72K | 0.0% | $101,508 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 2.27K | -83.2% | $40,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (パッシブ) | 850 | 新規 | $15,088 | 0.0% | New | 1 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 700 | 新規 | $12,425 | 0.0% | New | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 193 | 新規 | $3,426 | 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 | $31.76M | 0.0% |
| Fifth Third Bancorp | $8.48M | 0.0% |
| Fisher Asset Management | $290,681 | 0.0% |
| BlackRock | $15,088 | 0.0% |
| UBS AM, a distinct business… | $12,425 | 0.0% |
| Fidelity (FMR) | $3,426 | 0.0% |
ポジション解消済み
| Susquehanna International… | $747,895 | だった 0.0% |
| Corient Private Wealth LP | $457,171 | だった 0.0% |
| Qube Research & Technologies… | $240,522 | だった 0.0% |
| Lido Advisors, LLC | $203,003 | 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): 458 保有者, 238.77M 株式数, $4.11B 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。